Fast and Effective Monthly Reporting

(48 reviews)

by Wayne Bartlett

Getting monthly reporting right is key in any business. This course ensures you are creating timely, relevant, reliable, and understandable monthly reports that meet user needs and significantly increase the chances of business success.

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

SAVE 30% USING CODE ACPD30

This course will enable you to

  • Ensure your monthly reporting process is fast and effective.
  • Understand the key principles and core requirements in monthly reporting.
  • Choose the right data system to support your monthly reporting process.
  • Review the reports that are currently used in your organisation and make sure they are fit for purpose.
  • Make sure your reports work for the people reading them.

About the course

The monthly reporting process is crucial for providing quality information to aid organisational decision-making. If taken for granted there is a real risk of missing opportunities, and key warning signs.

Practical issues like IT systems, resource constraints, and organisational culture are key, but you also need to focus on good practice and continual improvement. Integrating financial and non-financial information is increasingly necessary, as is, with so much data available, striking a balance to avoid information overload.

Discover how to create timely, relevant, reliable, and understandable monthly reports that meet user needs can significantly increase the chances of business success.

Look inside

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Contents

  • Key principles
    • Why is monthly reporting important?
    • Organisational culture
    • Factors that influence the monthly report
    • Presentation, timing and relevance
    • Accuracy versus timeliness
    • Reliability
  • The importance of data
    • Choosing the right information system
    • IT systems
    • Maximising the benefits
    • The importance of reconciliations
    • Reconciliations
    • The Chart of Accounts
  • Managing the process
    • The importance of process
    • The overall approach
    • Communication and data exchange
    • Exception reporting and suspense accounts
    • What can make a monthly report late?
    • Timing of activities
    • Capacity building
  • The contents
    • What should be included?
    • The content of monthly financial reports
    • Integrated reporting
    • Variance analysis
    • Meeting user needs
    • User needs
    • Final advice

How it works

Author

Wayne Bartlett

Wayne is an internationally acclaimed speaker and trainer on all aspects of public and private sector accounting and auditing standards. He has been instrumental in helping to develop the profession internationally and has taken lead roles in the development of new professional bodies and the accounting profession in Mozambique and Rwanda, and been extensively involved in developing financial reporting in many countries across the globe.

Reviews

4.3
(48 reviews)
5
4
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    KS
    Kimala S
    20 Mar 2025
    20 Mar 2025
    Very useful information.
    DW
    Diana W
    14 Feb 2025
    14 Feb 2025
    I enjoyed the course. It covered the various aspects of monthly reporting in great detail. There was some duplicate material but overall was worth it.
    JC
    Joanne C
    29 Jan 2025
    29 Jan 2025
    This course largely confirmed I'm on the right track, but there are areas that could be improved on. From the course perspective, I would love to hear some comments from exectives about monthly financial reporting.
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Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
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