BusiMatch Academy

The Beaver's Year-End Capstone: Close Your Books with Confidence

Monthly and quarterly routines, clean evidence, bank reconciliation, e-invoicing readiness and your own year-end close

👤 Beaver 👥 0 students Advanced English Updated 09-11-2026
💰
5 BT
Log in to enroll
  • 📖 8 lessons · ❓ 5 quizzes
  • ⏱ 2h 42m
  • 🎓 Certificate of Completion
  • 📱 Works on phone, tablet and desktop
  • ♾️ Access as long as the course is online

What you will learn

Design and run a fixed monthly close and keep a close log
Carry out a quarterly review and prepare a VAT return file in general terms
Organise documents and evidence with a clear folder, naming and records policy
Reconcile bank, card, platform and cash balances and explain differences
Explain what structured e-invoicing is and prepare your business for it
Agree roles, deadlines and handovers with your accountant
Close your own financial year and assess it with a checklist

About this course

Beaver, Accounting Specialist of Team Finance, takes you from tidy bookkeeping to a calm, complete year-end. You build a fixed monthly close and a quarterly review, organise your documents and evidence, and learn to reconcile every bank, card and platform balance with your books.

You also prepare for the move to structured e-invoicing that more and more EU countries are introducing, learn to prepare VAT returns in general terms, and set up a clear way of working with your accountant. The rules differ by country, so the course always tells you what to check locally.

In the capstone module you close your own financial year with a concrete step-by-step plan, build a year-end pack and score your work with a self-assessment checklist. This course gives general information, not accounting or tax advice.

Who this course is for

Small business owners, freelancers and creators in Europe who already keep basic records and want a complete, well-organised year-end close.

Prerequisites

Basic bookkeeping knowledge, such as recording income and expenses and understanding what VAT is. Beaver's earlier courses Bookkeeping Basics for Busy Entrepreneurs and Ledger and VAT Returns: The Beaver's Deep Dive are recommended.

Curriculum

The Rhythm: Monthly Close and Quarterly Review3 items
📄 Your Monthly Close Routine 14 min 🔒
📄 The Quarterly Review and VAT Preparation 15 min 🔒
❓ Quiz: Monthly and Quarterly Routines Quiz 5 min 🔒
Evidence and Reconciliation3 items
📄 Documents, Evidence and a Records Policy 14 min 🔒
📄 Bank Reconciliation That Really Ties Out 15 min 🔒
❓ Quiz: Evidence and Reconciliation Quiz 5 min 🔒
E-Invoicing and Working with Your Accountant3 items
📄 E-Invoicing in the EU: Getting Ready 15 min 🔒
📄 Working Smoothly with Your Accountant 13 min 🔒
❓ Quiz: E-Invoicing and Your Accountant Quiz 5 min 🔒
Capstone Project: Your Own Year-End Close3 items
📄 The Year-End Close Plan, Step by Step 18 min 🔒
📄 Your Year-End Pack and Self-Assessment 18 min 🔒
❓ Quiz: The Capstone Project Quiz 5 min 🔒
Final test1 items
🧪 Final Test: The Beaver's Year-End Capstone Test 20 min 🔒

Reviews

No reviews yet.