Reconciliation Strong: Foundations in Quality Account Reconciliations
Course Summary
Master the essentials of quality account reconciliations in this comprehensive training led by industry expert Shana Cooper, CPA. Learn proven techniques to strengthen financial controls, improve close efficiency, and build team confidence in performing accounting reconciliations.
The course covers reconciliation fundamentals, quality standards, and implementation strategies that work across any technology platform. Perfect for accounting professionals seeking to enhance their skills and organizations looking to strengthen their financial reporting accuracy.
Key outcomes include improved audit readiness, reduced financial risk, and more reliable financial statements. Technology-agnostic approach ensures principles can be applied in any organization.
Course Overview
Led by Shana Cooper, CPA, a 30-year accounting veteran with extensive experience across auditing, controllership, and financial close automation, this comprehensive course teaches the fundamentals of creating and maintaining high-quality account reconciliations no matter your technology.
Who This Course Is For
Accounting professionals looking to strengthen their reconciliation skills
Teams wanting to improve their financial close process
Organizations seeking to enhance their financial control framework
Key Learning Outcomes
After completing this course, participants will:
Understand the importance of quality reconciliations
Know how to build and maintain proper account reconciliations
Be able to identify and implement reconciliation best practices
Gain confidence in their reconciliation abilities
Learn to tell the "story" behind their numbers effectively
Course Highlights
1. Foundation Building
Core reconciliation concepts and terminology
Essential elements of quality reconciliations
Connection between reconciliations and financial statements
2. Practical Skills Development
Step-by-step guidance on building reconciliations
Real-world examples and scenarios
Best practices for documentation and review
3. Strategic Implementation
Framework for creating a robust reconciliation program
Strategies for improving reconciliation effectiveness
Tips for maintaining reconciliation quality over time
Business Benefits
Increased accuracy in financial reporting
More efficient month-end close processes
Better audit preparedness
Reduced risk of financial misstatements
Enhanced team capability and cross-training
Improved decision-making through reliable financial data
Course Format
The content is presented in an easy-to-follow format, building from fundamental concepts to advanced strategies. The 90-minute course is technology-agnostic, meaning the principles can be applied regardless of what tools your organization uses.
Unique Value Proposition
This course goes beyond just teaching reconciliation mechanics – it helps develop a deeper understanding of why reconciliations matter and how they contribute to organizational success. Participants will learn to view reconciliations not as a routine task, but as a strategic tool for financial excellence.
The instructor combines real-world experience with practical teaching to help participants build confidence and competence in their reconciliation practices, ultimately leading to more reliable financial statements and more efficient accounting processes.
What Accountants Are Saying
“I think it is a great course for those in corporate who want to improve their processes. And as a previous auditor, I think about how nice it would be to have an audit client who has been through this course!” - Emily Oliver, Owner, Best Life Accounting
"As a CFO, I was initially hesitant about investing in reconciliation training, but this course has proven to be an invaluable investment. What impressed me most was how it helped me evaluate my team's capabilities while giving them practical takeaways they can immediately apply. I've gained more confidence in my team's ability to perform thorough reconciliations and identify potential issues, making this course a real value-add for accounting teams seeking to strengthen their reconciliation practices." - CFO, Media Company
Presenter
Shana Cooper, CPA
Founding Director
The AccountAbility Team, LLC
shana.cooper@theaccountabilityteam.com
719.660.6445
Take the Course
Get anytime access to our foundational course quality account reconciliations. Better understand how to recognize and create a quality reconciliation no matter what tools you are using for your reconciliation process.