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 alunos Avançado English Atualizado 09-11-2026
💰
5 BT
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  • 📖 8 lições · ❓ 5 questionários
  • ⏱ 2h 42m
  • 🎓 Certificado de conclusão
  • 📱 Funciona em telemóvel, tablet e computador
  • ♾️ Acesso enquanto o curso estiver online

O que vais aprender

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

Sobre este curso

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.

A quem se destina este curso

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

Pré-requisitos

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.

Programa

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

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