Reconciliation Strong Series: Foundations in Quality Account Reconciliations (Micro-Credential)
Micro-Credential Program Overview
Increase the confidence in your financial reporting by leveling up your team’s account reconciliation skills.
Led by Shana Cooper, CPA and founder of The AccountAbility Team, LLC—a 30-year accounting veteran—this foundational micro-credential equips you with the practical skills to create, maintain, and evaluate high-quality account reconciliations that strengthen financial reporting integrity and audit readiness.
Why This Matters
Quality reconciliations aren't just about checking boxes—they're the foundation of reliable financial statements. Yet this critical skill is often underdeveloped, even in experienced accounting professionals.
For Organizations:
Ensure standardized reconciliation practices across your team
Strengthen internal controls and audit readiness
Reduce training time for fundamental accounting processes
Improve overall financial reporting reliability
For Professionals:
Stand out to employers with verifiable account reconciliation expertise
Apply immediately useful skills in your current role
Build confidence in handling your assigned account reconciliations
Add a valuable credential to your resume while earning bonus CPE credits
Who Should Enroll
Early-career accounting professionals looking to strengthen core skills
Experienced accountants seeking to formalize their knowledge
Accounting teams wanting to improve their financial close process
Organizations seeking to enhance their financial control framework
Career-changers moving into accounting roles
Accounting managers looking to standardize team practices
Accounting students preparing for their first professional role
What You'll Learn
Accounting Fundamentals
Master core account reconciliation concepts and terminology
Build and maintain proper account reconciliations from scratch
Understand the critical connection between account reconciliations and financial statements
Implement industry best practices that strengthen controls
Documentation & Communication
Create clear, comprehensive account reconciliation documentation
Tell the compelling "story" behind the numbers
Write effective notes and supporting explanations
Present financial information confidently to stakeholders
Quality Control & Problem-Solving
Apply systematic verification procedures
Research and resolve common discrepancies efficiently
Use self-assessment tools to evaluate your work
Maintain consistent quality standards across various account types
Program Structure
This foundational micro-credential combines expert instruction with hands-on application:
Progressive Learning Path
Systematic skill-building with chapter check-ins
Real-world examples and scenarios
Interactive elements that reinforce key concepts
Practical Application
Build a reconciliation from scratch using provided financial data
Apply self-assessment tools to evaluate your work
Document how your account reconciliation meets quality standards
Validation of Mastery
Comprehensive final assessment
Demonstrated ability to apply account reconciliation principles
Professional certification of completion
Program Details
Format: 100% Online
Duration: Self-paced (approximately 4-6 hours)
Level: Foundational
Prerequisites: None
Certification: Digital badge and certificate upon completion
As a bonus, earn 2 CPE credits while mastering essential skills that typically take years of on-the-job experience to develop.
NASBA Approved: Meets professional continuing education standards
About the Expert
Shana Cooper, CPA brings 30 years of accounting expertise to this program. Her practical approach bridges the gap between academic knowledge and real-world application, focusing on the skills that matter most in today's financial environments.
Ready to Strengthen Your Team’s Account Reconciliation Skills?
Enroll today to join the growing community of accounting professionals who are building stronger financial foundations through quality account reconciliations.
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.