This bootcamp-style program walks participants through a complete financial reporting cycle – simulating a real client period-end close from start to finish.  From executing a high-quality close and building an accurate trial balance, to surfacing insights and delivering meaningful recommendations, participants leave with the skills to do more than report the numbers – they learn to tell the story behind them.

Hands-on situational analysis exercises and case studies go beyond technical skills — developing the interpersonal capabilities that define a true advisor: confident communication, critical thinking, effective delegation, and giving and receiving feedback.

The result? A faster, more purposeful journey from accountant to advisor. The bootcamp includes six stages of instructor-led lectures and interactive exercises, and a total of 12 CPE credits.

After completing this course, participants will be able to:

• Analyze trial balance accounts and related account relationships to determine whether balances are accurate, complete, and supported by appropriate adjustments or corrections.
• Evaluate budget-to-actual variances by considering key assumptions, activity drivers, and client inquiry results to identify causes of performance differences.
• Design and interpret client- and industry-specific key performance indicators to assess trends, significance, and business implications.
• Communicate financial results, operational insights, and recommendations using clear language, effective visuals, and messaging appropriate for finance and non-finance audiences.
• Develop updated budgets and forecasts using period-end close results, variance analysis, KPI trends, and client communications.