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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 名学员高级 English 更新于 09-11-2026

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5 BT

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📖 8 课时 · ❓ 5 测验
⏱ 2小时 42分
🎓 结业证书
📱 支持手机、平板和电脑
♾️ 课程在线期间均可访问

您将学到什么

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

关于本课程

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.

适合人群

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

先修要求

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.

课程大纲

The Rhythm: Monthly Close and Quarterly Review3 项

📄 Your Monthly Close Routine 14 分钟 🔒

📄 The Quarterly Review and VAT Preparation 15 分钟 🔒

❓ Quiz: Monthly and Quarterly Routines 测验 5 分钟 🔒

Evidence and Reconciliation3 项

📄 Documents, Evidence and a Records Policy 14 分钟 🔒

📄 Bank Reconciliation That Really Ties Out 15 分钟 🔒

❓ Quiz: Evidence and Reconciliation 测验 5 分钟 🔒

E-Invoicing and Working with Your Accountant3 项

📄 E-Invoicing in the EU: Getting Ready 15 分钟 🔒

📄 Working Smoothly with Your Accountant 13 分钟 🔒

❓ Quiz: E-Invoicing and Your Accountant 测验 5 分钟 🔒

Capstone Project: Your Own Year-End Close3 项

📄 The Year-End Close Plan, Step by Step 18 分钟 🔒

📄 Your Year-End Pack and Self-Assessment 18 分钟 🔒

❓ Quiz: The Capstone Project 测验 5 分钟 🔒

Final test1 项

🧪 Final Test: The Beaver's Year-End Capstone 测试 20 分钟 🔒

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