Analytical procedures for sustainable growth
To give financial professionals hands-on skills to spot risks, uncover trends, and offer smarter advice—so they can: Deliver better management accounts Charge more for advisory work Make independent reviews faster, smarter, and more reliable
2 CPD units April 3, 2025 1 presenter
What will set you apart
By completing this course you will gain the following competencies
- Spot unusual patterns in client financials before they become problems
- Use trend and ratio analysis to give valuable, billable advice
- Back your recommendations with clear data—not gut feel
- Improve the quality and speed of your management accounts
- Add real value during independent reviews and earn client trus
Event breakdown
- Intro to Analytical Procedures
- Why this matters for accountants who want to stand out
- The real-world payoff: from faster month-ends to stronger client relationships
- The Building Blocks
- Ratios that actually reveal something
- Spotting red flags and hidden risks in financials
- Benchmarking: how your clients compare to others
- Make Management Accounts Work Harder
- Simple checks that catch big problems early
- How to package insights clients will actually care about
- Tips to make your reports clearer, faster, and more valuable
- From Data to Advice
- Turn trends into growth advice clients will pay for
- Use insights to guide decision-making and strategy
- Analytical Reviews for Independent Engagements
- Cut through the clutter—what matters for review work
- How to boost accuracy and compliance while saving time
Category: Financial ReportingType: CPD CourseCPD category: Financial Reporting
Description
Tired of being a number cruncher instead of a business partner?
This 2-hour session shows you how to use simple analytical tools to find problems, spot opportunities, and look like the smartest person in the room. Whether you're managing monthly accounts, doing reviews, or advising clients—this is about adding value and getting paid for it.
We’ll break down what works (and what wastes time), show you how to see beyond the numbers, and help you position yourself as a trusted expert—not just a bookkeeper.
Expect no fluff, no jargon—just practical techniques you can use immediately to impress clients, avoid compliance slip-ups, and build your reputation.
Presenters
Leana van der Merwe — Leana: Leana van der Merwe, with 18+ years in accounting and corporate governance, Leana leads technical support at CIBA and is a recognized thought leader in regulatory compliance.
You will earn a certificate
On successful completion you will receive a certificate for 2 CPD units in Financial Reporting.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser