Reporting in accounting

Provide evaluations ─ Make recommendations for action

This training is held in German.
Financial accounting is the optimal basis for presenting the economic situation and the evaluation and corporate planning based on it. However, standard evaluations alone are often not enough. In order to derive targeted and result-oriented decisions from the raw financial accounting data, suitable preparation is required. Find out, among other things, how to integrate important additional information into evaluation tools. This provides your management with reliable and informative data for successful business decisions.

Contents

Monthly or cumulative presentation of your preliminary results - the main contents of the BWA

  • Accounting as a data basis.
  • The company cockpit: balance sheet, income statement and cash flow.
  • Revenue-surplus accountants and companies required to prepare balance sheets.
  • BWA analysis: Short-term income statement (KER), totals and balances list (SuSa), annual overview and statement of values.
  • BWA evaluation in comparison: target/actual comparison, industry comparison, previous year comparison, key figures.
  • Depreciation, amortization and provisions policy.

Presentation of your liquidity and willingness to pay

  • Balance sheet and liquidity: informative value of static liquidity.
  • Recognize and manage financial flows and capital requirements.
  • Cash flow statement: structure and informative value.
  • Cash flow analysis: operating, investment, financing and free cash flow.

Comprehensive reporting system

  • Controlling reports and relevant evaluations.
  • Annual financial statements and rating assessment.
  • The most important key figures for the rating - which figures do the banks pay attention to?
  • Recognize and secure profitability.
  • EBT, EBIT and EBITDA: Deferrals and return calculations.
  • Achieve the industry-standard return on investment: ROE, ROI and ROS.
  • Display cash flows: Evaluate financial status and liquidity planning.
  • Assess and secure the company's equity base.

Checklists

  • The stumbling blocks of annual financial statements and BWA evaluations.
  • Which facts are really important?

Analysis and evaluation of your receivables, liabilities and cash flows

  • including debtor evaluations, ABC analysis, working capital, avoiding over-indebtedness, checking solvency, due date lists and profitability.

Early warning systems

  • Forecasting and control of costs and investments.
  • The most important key figures for the annual financial statements.
  • Early detection of crisis signals.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

This training provides you with a systematic overview of key evaluations in FIBU as well as a variety of other common analyses and presentations. You will learn

  • to record and plan earning power, equity capitalization and debt service capacity,
  • which data sets from financial accounting you can use and develop for evaluations,
  • how this enables you to make financial bottlenecks, cost overruns and poor performance transparent at an early stage,
  • how to convincingly present your results, i.e. various key figures and evaluations, to assess individual areas of the company or the company as a whole,
  • how to prepare your evaluations as a basis for successful business decisions by the management and
  • how to correctly interpret the evaluations prepared, including for the annual financial statements.

Methods

Workshop, presentation with practical exercises, sample evaluations, checklists.

Recommended for

Finance and accounting employees who want to optimize their FIBU evaluations from existing figures, as well as entrepreneurs, managing directors and shareholders.

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Seminar evaluation for "Reporting in accounting"

4.6 from 5
with 202 ratings
training content:
4.4
Content comprehensibility:
4.6
Practical relevance:
4.4
Trainer expertise:
4.9
Participant orientation:
4.6
Method variety:
4.5
On-site training together
Booking number
9168
€ 790,- plus VAT
1 day
in 3 locations
3 Events
German
In-person trainings
Joint online training
Booking number
32353
€ 790,- plus VAT
1 day
Online
3 Events
German
Live online events
Train several employees internally
Pricing upon request
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  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
1 day
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Start dates and details

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17.06.2025
Düsseldorf
Booking number: 9168
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Venue
voco Düsseldorf Seestern
voco Düsseldorf Seestern
Fritz-Vomfelde-Str. 38, 40547 Düsseldorf
Room rate: € 119,71 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Tuesday, 17.06.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
02.09.2025
Live-Online
Booking number: 32353
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Tuesday, 02.09.2025

09:00 am - 5:00 pm

21.10.2025
Stuttgart
Booking number: 9168
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Venue
Holiday Inn
Holiday Inn
Mittlerer Pfad 25-27, 70499 Stuttgart
Room rate: € 128,31 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Tuesday, 21.10.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
04.12.2025
Live-Online
Booking number: 32353
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
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Limited number of participants

Thursday, 04.12.2025

09:00 am - 5:00 pm

03.02.2026
Hamburg
Booking number: 9168
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Venue
Arcotel Rubin
Arcotel Rubin
Steindamm 63, 20099 Hamburg
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Tuesday, 03.02.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
10.03.2026
Live-Online
Booking number: 32353
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Tuesday, 10.03.2026

09:00 am - 5:00 pm

Sufficient places are still free.
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Training is guaranteed to take place
Booking number: 9168
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Details
1 day
Limited number of participants
Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
Booking number: 32353
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Details
1 day
Limited number of participants
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