Identify failings in reporting  to SME clients

And learn to write Management Reports explaining how to imporove business performance 

Available online from Friday 27th April 2018. 

  • On demand videos so you can work at your own pace.
  • Live tutorials, Q & A sessions and unlimited mentoring. 
  • Live sessions recorded. 
  • Reporting and analysis templates. 
  • Designed so experienced accountants can skip lessons they are familiar with while providing inexperienced learners an opportunity to develop new skills.



As a result of completing this course you will be able to:

  • Identify the common failings in the way accountants report financial performance to small business clients. 
  • Use an analysis template to quickly convert detailed compliance reports into an easier to analyse format.
  • Detect important trends affecting client profitability and cashflow. 
  • Use a profit Optimiser template to create recommendations to clients as to how to correct adverse trends.
  • Create a meaningful two-page Management Report highlighting areas of concern as well as developing opportunities, with recommendations for action.