How to prepare a dynamic management account

How to prepare a dynamic management account

This course teaches you how to prepare a dynamic management account. Anyone without a prior knowledge of management account will know how to prepare one after diligently going through this course.

₦ 10,000BUY COURSE

Objectives and expectations Mgt account Vs Financial statements Illustration: MA Vs FS Q&A: Illustration - MA Vs FS Component of a Mgt account Illustration: Components of a management account (MA)Linking TB FS Mapping, Notes & Income Statement Steps in preparing a management account Q&A: Illustrating the link between components of MA Q&A - Illustrating the components of MA Note structure

Introduction to the Excel Functions for MA MS Excel Cell Referencing Q&A - MS Excel Cell Referencing MS Excel Data Validation Q&A - MS Excel Data Validation MS Excel Date & EOMONTH MS Excel Custom Format MS Excel Text Function Q&A - MS Excel Recap VLOOKUP Function

Intro to Case Study

Creating the initial sheets in the MA Creating the cover page Q&A on creating cover page Creating the table of content Q&A on creating table of content

creating monthly TB from year to date trial balance Q&A on creating the monthly TB from year to date Creating the FS mapping Q&A Creating the FS mapping Creating FS mapping part 2 Completing the FS mapping Q&A on creating FS mapping FSMapping fundamental using 3 primary FS as guide

Creating the Notes to the account Q&A on creating the notes Creating notes for SOFP items Q&A Creating notes to account

Creating the income statement Q&A on creating income statement Creating the SOFP Q&A on troubleshooting an unbalanced SOFP Note movement required for SOCF Preparing the SOCF Q&A introduction to SOCF SOCF- Operating Activities SOCF- Investing and Financing activities Troubleshooting an unbalance SOCF Q&A on preparing the SOCF Direct method in SOCF Q&A Direct method SOCF Q& A on Direct method SOCF

Introduction to preparation of Dashboard Creating KPI Buttons on dashboard Q&A on creating buttons for KPI on a dashboard Q&A Actual vd Budgte on KPIs on the dashboard Comparing Actual vs Budget on KPI on dashboard Analyzing sales data using Pivot for dashboard Q&A on Using Pivot to analyze data for dashboard Creating doughnut charts for Actual vs budget Creating trend analysis for sales usign line chart Creating trend analysis for sales usign line chart Q&A on creating charts and graphs for dashboard Creatign Financial highlights for a dashboard Q&A on financial highlights for a dashboard