Process optimization in accounting

Small levers ─ big impact

This training is held in German.
The demands on accounting and reporting processes are increasing. Management, banks and investors are demanding shorter reporting processes and more informative financial statements. Find out in this training how you can meet these requirements and save costs with optimized accounting processes while increasing the efficiency and quality of your reporting.

Contents

Requirements and goals of process optimization

  • Data quality and level of detail: Mapping of different data categories.
  • From compressed value to itemization: Interaction of different applications and the need for complete evidence.
  • Successful presentation, more than colorful pictures; the need for reliable and valid data.
  • The fast close and its complex reporting requirements: Shorter reporting cycles with increasing complexity.
  • Harmonization of technology and processes: Compensation with the same or decreasing personnel resources with the support of IT.
  • Integration and internal challenges: Networking all information for fast and reliable overall information.
  • Man and machine: building a common understanding.

The organizational structures in the company

  • Integrated accounting: More than the balance sheet.
  • Account assignment, recording, posting: often beyond financial accounting.
  • Less posting, more analysis: the new image of the accountant.
  • Accounting and controlling: reconciling the seemingly disparate worlds of figures.
  • Creative controlling options: from the account balance to the result of an article per customer.
  • Accounting principles versus imputed interest, rents and risks: The challenge of reconciliation.
  • From order to cash flow: the departments involved.
  • Purchasing and sales process as the basic framework for entrepreneurial trading.
  • Accounting as a management tool.

Process analyses and strategies

  • Implementation strategies, challenges, resistance, results: fundamental decisions, maximum freedom or strict corporate guidelines?
  • Individuality despite strict rules.
  • Theoretical processes and practical IT support: the link between process and IT.
  • The right software for the right process.
  • Process models and control: necessity of documentation, organization of projects, documents for project control.

Implementation with IT support

  • From sole proprietorship to group: Necessary dependencies.
  • The group specification as a determining factor for the document flow in the individual company.
  • Harmonization and the need to adapt the system.
  • Processes and integration: IT solution options.
  • Postings from cash register and bank, but also purchase to pay (purchasing process) with workflow control and document archiving, practical examples of setting up modern IT systems.
  • Monthly/quarterly/annual financial statements: Where are the brakes and accelerators?
  • Duration of closing processes: Analysis and intervention in processing, IT support, employee involvement through information, account assignment instructions and training.
  • The myth of the fast close: The technological misconception and the resolution!
  • The limits of IT: a solution at the touch of a button thanks to high-tech?
  • Potential for human improvement: The summary.

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 will provide you with the necessary know-how to optimize accounting processes and structures. You will learn from specific practical examples,

  • how to record and analyze accounting processes in a structured manner,
  • how to identify and implement optimization potential and
  • how you can significantly reduce your costs by optimizing your accounting processes.

Methods

Lecture, detailed examples from successful implementation projects, discussions.

Recommended for

Specialists and managers from finance and accounting, the balance sheet department, accounting and controlling management, employees from tax offices.

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Further recommendations for "Process optimization in accounting"

Seminar evaluation for "Process optimization in accounting"

4.2 from 5
with 22 ratings
training content:
4.1
Content comprehensibility:
4.4
Practical relevance:
3.7
Trainer expertise:
4.7
Participant orientation:
4.4
Method variety:
3.9
Joint online training
Booking number
33047
€ 790,- plus VAT
1 day
Online
3 Events
German
Events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • 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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24.06.2025
Live-Online
Booking number: 33047
€ 790,- plus VAT.
€ 940.10 incl. VAT.
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Technical notes
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Days & Times
1 day
Limited number of participants

Tuesday, 24.06.2025

09:00 am - 5:00 pm

11.09.2025
Live-Online
Booking number: 33047
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Thursday, 11.09.2025

09:00 am - 5:00 pm

18.11.2025
Live-Online
Booking number: 33047
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Tuesday, 18.11.2025

09:00 am - 5:00 pm

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Booking number: 33047
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Details
1 day
Limited number of participants
Booking number: 33047
€ 790,- plus VAT.
€ 940.10 incl. VAT.
Details
1 day
Limited number of participants
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