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 受講者 上級 English 更新日 09-11-2026
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  • 📖 8 レッスン · ❓ 5 クイズ
  • ⏱ 2時間 42分
  • 🎓 修了証
  • 📱 スマートフォン、タブレット、パソコンで利用可能
  • ♾️ コースが公開されている限りアクセス可能

学べること

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

このコースについて

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.

対象者

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

前提条件

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.

カリキュラム

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

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