Course Description

Transform your balance sheet from a source of uncertainty to a foundation of financial confidence. Shana Cooper, CPA and founder of The AccountAbility Team, LLC, draws on her extensive accounting leadership experience to share proven methodologies that convert routine compliance tasks into a program ensuring balance sheet integrity and reliability.

This comprehensive course provides accounting professionals with practical techniques to develop and maintain a trustworthy balance sheet that withstands scrutiny from stakeholders and auditors alike. Learn to implement the fundamental controls, processes, and accountability structures that, regardless of your current systems, create a dependable financial foundation for your organization.

Key topics covered include:

• Characteristics of a truly strong balance sheet - always knowing what's in it and keeping it clean
• Implementing effective controls and compliance processes that safeguard financial integrity
• Assigning the right people to do the right work through strategic role allocation
• Establishing clear ownership and accountability through SME (Subject Matter Expert) designation for key areas
• Creating sustainable governance structures that reduce risk while increasing reliability

Learning Objectives

• Recognize the importance behind and elements of a strong balance sheet
• Identify how to establish essential balance sheet governance techniques that ensure integrity and reliability
• Explore the strategies and leading practices successful accounting teams use to enhance the effectiveness of their balance sheets

Prerequisites

• None