ACCT CE12 - Year-End Accounting and Transactional Analysis

Year-end can feel overwhelming—especially if you're responsible for keeping financial records accurate but don’t have formal accounting training.

This practical, non-credit professional development course is designed for bookkeepers, small to medium-sized businesses, and non-profit organizations who want to confidently prepare their books for year-end, understand what their financial reports are telling them, and avoid common mistakes that can create extra work (and cost) later.

Through real-world examples and guided practice, you’ll learn how transactions impact your financial statements, how to review and clean up your records, and how to ensure everything is ready for your accountant.

You’ll leave with practical tools and a clearer understanding of your role in the year-end process.

Who should enroll
  • Bookkeepers working in small to medium-sized businesses or non-profit organizations
  • Small business owners managing their own books
  • Staff responsible for financial tracking or reporting in non-profits
  • Administrative professionals supporting bookkeeping or finance functions
  • Anyone who prepares records for an external accountant or year-end review

**Participants should have basic bookkeeping knowledge or equivalent experience.

Learning Outcomes

By the end of this course, participants will be able to:

  • Prepare financial records for year-end in a small business or non-profit context
  • Identify and correct common bookkeeping errors before year-end
  • Review key financial reports for accuracy and completeness
  • Understand how transactions affect financial statements
  • Record basic journal entries with confidence
  • Apply a practical year-end checklist to their own organization
  • Collaborate effectively with accountants, auditors, or funders
Prerequisite(s)
  • Participants should have basic bookkeeping knowledge or equivalent experience. 
  • Completion of Bookkeeping Fundamentals Level 1 (ACCT 003 or BOOK CE01) is strongly recommended
Duration and format

Duration 15 hours

Format    Face-to-face, synchronous

Withdrawals and refunds
NON-CREDIT COURSE REFUND POLICY


Withdrawal 7 days prior to course start time: Full Refund
Withdrawal after 7 days: No Refund

Please refer to the Tuition Refund policy.

This policy applies to all students taking credit courses at Yukon University and all noncredit students taking courses through the Continuing Studies division with Yukon University.

This course has no upcoming sessions scheduled