Preparing Management Accounts

In-House Training

Choose the Training Option That Works Best for You
We offer two convenient delivery methods to suit your needs:

In-House Training: Perfect for organisations with four or more participants offering a cost-effective and flexible option. Training is delivered at your location and tailored to your needs. Contact us today to learn more or request a quote.

Public Training: Ideal for individuals or smaller teams (typically one or two learners
) our public training sessions are scheduled regularly and open for registration. Register online today to secure your place!

This course has been designed to provide you with the knowledge and skills to prepare management accounts; provide an understanding of how and why management accounts can improve business performance; the steps to take and the accounting adjustments required; and the skills to analyse, understand and communicate the findings confidently and effectively with business owners and senior management.

You will learn the fundamental principles of how to prepare management accounts. The process will be demystified with simple steps to administer the process. You will learn how to post accounting adjustments, including prepayments, accruals and depreciation and how to complete balance sheet reconciliations. Finally, you will be given the principles of effective analyses and presentation of the data to provide useful information to monitor and control performance, resulting in the efficient running, survival and success of your business.

This course features a series of interactive discussions and case studies to give you practical solutions to everyday challenges facing those who prepare regular management accounts.

• Appreciate the impact accurate and timely financial information can have on the success of your business.
• Know where to start and the steps to take to review your accounting data to ensure accuracy
• Identify and post accounting adjustments, including prepayments, accural and depreciation
• Preform balance sheets reconciliations
• Prepare, present, analyze and interpret a Profit and Loss account, Balance Sheet and Cash Flow Forecast.
• Calculate and present comparisons and variances.
• Explain and present the findings and offer recommendations

This course is for anyone working within a finance function who would like to gain an understanding of the management accounts process, the steps to take and how to prepare and post accounting adjustments . It is also ideal for anyone who may already prepare management accounts who wishes to gain a deeper understanding of the process.

We can deliver this (and all our) course(s) exclusively for your organisation either in-person at your premises, at a venue of your choice or virtually. In-house training offers a cost-effective and flexible way to upskill your team with content tailored to your organisation’s specific goals and challenges.

Whether you're looking to develop a single team or roll out training organisation-wide we’ll work with you to ensure the programme/course(s) deliver maximum impact.

Interested? Contact us today to discuss in-house options.

• Preparing Management Accounts - 14th Oct 2025 Date: 14 October 2025 Location: The Mount Business & Conference Centre Time: 09:30 - 16:30 Price: £225 +VAT
• Preparing Management Accounts - 22nd January 2026 Date: 22 January 2026 Location: The Mount Business & Conference Centre Time: 09:30 - 16:30 Price: £225 +VAT
• Preparing Management Accounts - 14th May 2026 Date: 14 May 2026 Location: The Mount Business & Conference Centre Time: 09:30 - 16:30 Price: £225 +VAT
• Preparing Management Accounts - 10th November 2026 Date: 10 November 2026 Location: The Mount Business & Conference Centre Time: 09:30 - 16:30 Price: £225 +VAT

Please note that the cancellation policy for our public training courses is as follows:

NON-ACCREDITED TRAINING

More than 3 weeks prior to the course start date - No cancellation fee payable.

Less than 3 weeks prior to the course start date - 100% of total fees payable or free transfer.

ACCREDITED TRAINING

More than 6 weeks prior to the course start date - No cancellation fee payable.

Less than 6 weeks prior to the course start date - 100% of total fees payable or free transfer.

Substitute delegates will be accepted at any time at no cost.

Full joining instructions for the course will be emailed to you at least five working days prior to the course. In the meantime, if you have any queries please contact a member of our team on or via email kateining
.