Certificate Course

Accounting for Business Growth and Transition

Program

DFA-Bookkeeping Services Specialist™

Overview

This course addresses a range of areas that might be encountered during the evolution and growth of a company. Topics include organizational structures, consolidated financial statements, foreign exchange, due diligence requirements, and approaches for structuring a business transition. In addition, you will gain an understanding of how to take a leadership role in creating a value-centred department that could help to support the growth and development initiatives that occur over the lifecycle of a business.

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Opportunity

Accounting departments have an important day-to-day role to fulfill in business, but there is much more that can be done to help a company be successful. With growing companies, it’s critical to understand where the business is at, the resources it needs to support future growth, where the potential gaps are, and how they can be addressed.

Because growing companies are dynamic places, there are a number of specialized issues that could arise during the life cycle of a business. You will receive an understanding of your role as a key member of the accounting function, as well as how to add value to the company during the process.

What You'll Learn

You will learn the steps that an accounting department can take to have the necessary financial records and results on hand in advance of a business transition. You will also achieve an understanding of the due diligence process, what buyers and sellers need, and how to achieve a managed result.

You’ll know how to support a business leader prior to, during, and after a transition and gain an understanding of the strategic mindset so often displayed by business leaders. You'll come to understand how the accounting function can take steps to add value, in both day-to-day operations and times of transition.

What’s Included

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Student Experience

I would recommend this course to a friend. I found the course very useful, especially for those who serve the small business owners. The thing I liked best about this course was that there are many small cases and examples which really help me understand the concepts.

—Maria C., ON

Course Content

Chapter 1 | Introduction to Organizational Structures
Chapter 2 |Consolidated and Combined Financial Statements
Chapter 3 | Foreign Currency Transactions
Chapter 4 | Purchase of a Business: Due diligence requirements
Chapter 5 | Sale of a Business: Information buyers want
Chapter 6 | The Sale of Assets
Chapter 7 | The Sale of Shares
Chapter 8 | Business Succession
Chapter 9 | Tax Planning in Succession
Chapter 10 | The Role of a Value Centered Accounting Function

Marking Guide

Quizzes
50%
Case Studies
25%
Final Exam
25%
Passing Grade
60%
Honours Achievement
90%


All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.

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