Analytical procedures for sustainable growth

To give financial professionals hands-on skills to spot risks, uncover trends, and offer smarter advice—so they can: Deliver better management accounts Charge more for advisory work Make independent reviews faster, smarter, and more reliable

2 CPD units 3 April 2025 1 presenter

What will set you apart

By completing this course you will gain the following competencies

Spot unusual patterns in client financials before they become problems
Use trend and ratio analysis to give valuable, billable advice
Back your recommendations with clear data—not gut feel
Improve the quality and speed of your management accounts
Add real value during independent reviews and earn client trus

Event breakdown

Intro to Analytical Procedures
Why this matters for accountants who want to stand out
The real-world payoff: from faster month-ends to stronger client relationships
The Building Blocks
Ratios that actually reveal something
Spotting red flags and hidden risks in financials
Benchmarking: how your clients compare to others
Make Management Accounts Work Harder
Simple checks that catch big problems early
How to package insights clients will actually care about
Tips to make your reports clearer, faster, and more valuable
From Data to Advice
Turn trends into growth advice clients will pay for
Use insights to guide decision-making and strategy
Analytical Reviews for Independent Engagements
Cut through the clutter—what matters for review work
How to boost accuracy and compliance while saving time

Category: Financial ReportingType: CPD CourseCPD category: Financial Reporting

Description

Tired of being a number cruncher instead of a business partner? This 2-hour session shows you how to use simple analytical tools to find problems, spot opportunities, and look like the smartest person in the room. Whether you're managing monthly accounts, doing reviews, or advising clients—this is about adding value and getting paid for it. We’ll break down what works (and what wastes time), show you how to see beyond the numbers, and help you position yourself as a trusted expert—not just a bookkeeper. Expect no fluff, no jargon—just practical techniques you can use immediately to impress clients, avoid compliance slip-ups, and build your reputation.

Presenters

Leana van der Merwe — Leana van der Merwe is a Chartered Accountant and Registered Auditor with over 18 years of experience in business accounting, audit and corporate governance. A former Audit Director and professional-body Technical and Standards Executive, she has guided more than 14,000 professionals through complex regulatory matters. Leana also serves on the PAFA Technical Advisory Group, the IFAC Anti-Money Laundering Committee and the IFRS Foundation SME Implementation Group.

You will earn a certificate

On successful completion you will receive a certificate for 2 CPD units in Financial Reporting.

Requirements

Laptop, desktop, or mobile device with internet access
Microsoft Edge, Google Chrome, Safari, or Firefox browser