Agile Accounting and Business Planning

by Ross Maynard

This course highlights the core principles of the Agile Manifesto and explains how agile principles can help you streamline your processes, without compromising quality or increasing risk. You will learn how to implement a framework that applies agile methodology to all your accounting practices, including month-end reporting, business planning, forecasting and decision making.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Understand the principles and characteristics of agile accounting, and the benefits of using them in your role
  • Apply agile accounting to finance transactions, including the period-end close
  • Define agile performance management and your responsibilities in this area
  • Explain the benefits of agile business planning and forecasting compared to traditional approaches
  • Use agile decision making in your finance role to support organisational strategy

About the course

Accountants need to be increasingly responsive and flexible to keep up with the rapidly evolving and challenging business environment. They must produce information more quickly, and adapt swiftly, to develop and amend plans, and to continuously revise strategy as circumstances unfold. Agile offers a framework for this new way of reporting, planning, forecasting, managing and decision making.

This course highlights the core principles of the Agile Manifesto and explains how agile principles can help you streamline your processes, without compromising quality or increasing risk. You will learn how to implement a framework that applies agile methodology to all your accounting practices, including month-end reporting, business planning, forecasting and decision making.

Look inside

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Contents

  • Agile overview
    • Agile manifesto
    • What is agile accounting?
    • Agile accounting
    • Key characteristics
    • Benefits and challenges
    • Framework
    • Improvement culture
    • Getting started
  • Agile transactions and period-end
    • Agile receivables and payables
    • Agile period-end close
    • Improving the period-end close
    • Tips for the agile period-end close
    • Financial controls and risks
    • Getting started
  • Agile performance management
    • Managing performance in agile
    • The role of the accountant
    • Key business processes
    • Agile profit and loss account
    • Box score
    • Elements of the box score
  • Agile planning and forecasting
    • Traditional planning and forecasting
    • What are agile business planning and forecasting?
    • Agile business planning
    • The role of management
    • The role of the accountant
    • Planning into practice
    • Agile forecasting
    • Relative forecasting
    • Benefits and challenges
    • Getting started
  • Agile decision making
    • Rules of agile decision making
    • The role of the accountant
    • Understanding the impact on performance
    • Final thoughts on agile accounting

Author

Ross Maynard

Fellow of the Chartered Institute of Management Accountants. Ross has worked as a consultant and trainer for over 20 years, specialising in process improvement and lean for finance teams.

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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team’s needs
Learn moreLearn moreLearn more
Recommended

Why not upgrade?

Find the best way to complete your CPD

Licence

All you need for this year and more.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Why not upgrade?

Find the best way to complete your CPD

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Licence

Recommended

All you need for this year and more.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

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