Certificate Course: Budgeting and Forecasting for Small Business

​This course is for you if

You provide bookkeeping services to the small business market
You are a professional looking to update your skills
You are training staff

Overview

The fourth course in the DMA™-Accounting Services Specialist Designation.

This course is ideal for bookkeeping, accounting, tax, and financial service professionals who wish to obtain the necessary skills to assist or direct the budgeting and forecasting process, helping clients to grow their small business or prepare for external parties, such as financial or strategic partners. It is also an ideal course for professionals who wish to formalize training in this area to grow their own practice.


Take the Next Step.

Can start 24/7 anytime!

Designation Program: $3,990
($665 x 6 certificates courses)

Regular Tuition: $895

Need help? Call us at 1-866-953-4769


​What you will learn

Learn the differences between internal management accounting and financial accounting, as well as the use of information within accounting systems to assist business leaders and their advisors to make business decisions.

Learn the Budgeting components, assumptions account analysis and analyzing transactions, as well as the implications for each financial statement component.


My expectations were met in that I am that much closer to a Designation and because the topics covered in the course were very interesting and engaging to me.

-Stewart Grant, ON


​Scope of the course

  • The Basis of Financial Decision Making & Role of Management Accounting
  • Basic Account Analysis: Balance Sheet and Income Statement
  • Introduction to Accounting for Costs
  • Budgeting Basics: The Year Ahead
  • The Balance Sheet: Accounting for Fixed Assets and Liabilities in Forecasting and Decision-Making
  • The Sales/Production Budget
  • Other Budget Items
  • Cash Flow Budgeting
  • Decision-making: Analyzing Actual Results


​What is included

  • Tax deductible tuition fees
  • Potential for Canada Training Grant or other Government programs
  • Personal consultation and virtual campus orientation
  • Practical case studies using well-known professional software
  • Lesson plans and study plans
  • Calculators and tools you can use immediately
  • Personal instructor support by email
  • Testing and certification
  • Comprehensive Knowledge Journal
  • CE/CPD accreditation by various professional bodies
  • EverGreen Explanatory Notes - Online Research Library


​Related Programs

DMA™ Accounting Services Specialist


Managing Tax Audit Risk for Small Business