M&A Specialist Session

Preparing Effective Management Accounts

Caryn Maitland of Maitland & Associates

1 x 2 hour online, interactive and engaging session

Tuesday, 13 August 2019 9:00 AM - 11:00 AM

R299 for the online session

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Caryn Maitland BCom(Honours Accounting) CA(SA)


      • 1 x 2 hour online session
      • Tuesday 13 August 2019 @ 09:00
      • R299 for attendance (includes handouts, copy of the recording and a certificate)
      • Genre: Financial Reporting / Accounting

Preparing Effective Management Accounts

When drafting effective management accounts, accountants need to focus on what information is relevant and useful for owners and managers of SMEs to have to make good business decisions and to monitor the health of their business. There are two elements to producing good reports, namely including the necessary detail and visual appealing for the non-financially minded to get the big picture. the Management Accounts session and will focus on taking the detailed reports produced and converting them into user friendly, visually appealing and concise reports.

During this session, we will focus on:

  • Understanding the business and identifying key elements that need to be tracked and reported on
  • Understanding minimum requirements needed in the reports for Directors to meet their fiduciary duty
  • Importance of conveying information in an easily digestible manner

Learning Outcomes:

  • Draft a concise and useful set of management accounts
  • Identify key factors for users to track
  • Variety of methods to display data
  • Assist clients in their decision making process
  • Identify additional services and revenue streams for the accountant’s practice