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Learn to prepare Management Reports in Excel
Updated on Sep, 2026
Finance and Accounting, Accounting and Bookkeeping,
Training 5 or more people ?
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When preparing Management Reports, there is no set procedure, rules or processes. Whilst preparing management accounts, there is nothing mandatory to include, rather these are a compilation of all financial or operational information that you believe to be of importance, collected from various financial reports that management has gathered. Typical management accounts would include the Trial Balance compared to last year, profit and loss accounts, cash flow forecasts, income statement, and balance sheets. Also, relevant Balance Sheet Reconciliations, for example, Loan Accounts.
This course will assist the learner in preparing useful and thoughtful Management Reports on EXCEL.
This course is also meant to assist the learner step-by-step on how a set of completed books is to be compiled for a full financial year, from the capturing of the transactions to the reporting thereof.
Preparing your bank allocations to ensure consistent and streamlined reports
The Petty Cash Account
Preparing a Fixed Asset Register and calculating depreciation
Preparing the reports:
Rolling over for the year and starting fresh for the next year
Video presented course
Downloadable course material
Certificate of training
4 Verifiable CPD Points - SAIT Accredited
About the Presenter:
Ruzel has over 26 years of financial and bookkeeping experience, working with many industries and corporate environments, with extensive knowledge and practical application of trial balance, payroll, VAT, PAYE returns, Inventory control, Management Accounts, E-filing and Procedures of Importing and Exporting.
Ruzel is a seasoned appointed facilitator with Biz Facility, and for numerous years has been presenting various national practical financial workshops to business owners and corporate financial staff.
Preparing a Fixed Asset Register and calculating depreciation.
Preparing the reports.
Check out the detailed breakdown of what’s inside the course
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