Syft Certified Pro Advisor Bundle:
Getting Started
Competencies
Data analytics and reporting, digital familiarity, digital user skills, analytical thinking
Learning outcomes
Using digital tools to learn the basics of visualizing and analyzing data
Time to complete
2 hours
Accounting Practice Management
Competencies
Teamwork/people skills, leadership skills, managing others, strategic thinking, problem-solving, value-creation mindset, business advisory
Learning outcomes
Using digital tools to manage clients and teams effectively, improve delegation and collaboration skills, improve the pricing of services, approach clients with new software, monetize software, and grow your practice
Time to complete
1.5 hours
Visualize: Sales
Competencies
Analytical thinking, digital familiarity, digital user skills, data analytics, business advisory
Learning outcomes
Use cloud software to visualize customers, products, and suppliers and interpret these visualizations to take meaningful action and advise clients
Time to complete
1 hour
Visualize: Performance
Competencies
Analytical thinking, digital familiarity, digital user skills, data analytics, business advisory
Learning outcomes
Visualize business performance in terms of profitability and cash and leverage digital tools to advise clients
Time to complete
1.5 hours
Visualize: Overview
Competencies
Analytical thinking, digital familiarity, digital user skills, data analytics, business advisory
Learning outcomes
Use digital dashboards, health scores, and graphs to interrogate accounts, visualize and report on KPIs, navigate transactions, and advise clients
Time to complete
1 hour
Analyze
Competencies
Analytical thinking, decision-making, business advisory
Learning outcomes
Analyze sales data from customers to products, create and format ledgers, build benchmarks and compare businesses to their competitors, generate effective business valuations, and analyze your transaction list
Time to complete
2.25 hours
Financials
Competencies
Financial accounting and reporting, providing advice, digital user skills, data analytics, business advisory
Learning outcomes
Using digital tools to create accurate and reliable financial statements
Time to complete
1.2 hours
Reporting
Competencies
Financial accounting and reporting, providing advice, digital user skills, data analytics
Learning outcomes
Using digital tools to create accurate and reliable reports.
Time to complete
1.5 hours
Other Courses:
Fraud Deep Dive
Competencies
Ethics (business and professional ethics), cybersecurity, professional skepticism
Learning outcomes
Learn what fraud is and how you can work to prevent it from taking place in an organization. Evaluate corporate governance structures, risk assessment processes, the ICT environment, and responses to the risks of material misstatement, and more.
Time to complete
30 mins
Communication Essentials
Competencies
Communication skills, people skills, relationship-building skills
Learning outcomes
Learn how to communicate with clients with clarity, precision, and empathy so that you can guide them to make better business decisions.
Time to complete
30 mins
Foundations of Accounting
Competencies
Lifelong learning - self-development, adaptive mindset, inquisitiveness, agility
Learning outcomes
Learn the basics of accounting, from its earliest history to the accounting equation, the double-entry system, cash vs. accrual accounting, financial statements, and the future of accounting.
Time to complete
30 mins
Forecasting Basics, Budgeting Basics, Cash Manager, Advanced and Applied Forecasting and Budgeting
Competencies
Planning and organizing, digital user skills, digital familiarity, strategic thinking
Learning outcomes
Evaluate an entity’s cash flow, budgets, and forecasts, as well as working capital requirements to determine the impact on the overall audit strategy.
Time to complete
3 hours
Clean Up Your Data, Identify Anomalies, Review your VAT/GST, and Fraud-Proof Your Financials
Competencies
Ethics (personal, business, professional), digital user skills, digital familiarity, professional skepticism, and professional judgment
Learning outcomes
Apply professional judgment in planning and performing an audit and reaching conclusions, apply professional skepticism to critically assess audit evidence, and more.
Time to complete
2 hours
Consolidations
Competencies
Digital familiarity, digital user skills, automation management, reporting
Learning outcomes
Learn what consolidations are, why they're done, how to consolidate entities, how to create multi-currency consolidations, what eliminations are and why you need them, how to post consolidation journals, and more.
Time to complete
1 hour
Improve Accountability and Understandability
Competencies
Digital familiarity, digital user skills, teamwork/people skills, leadership skills, managing others, data analytics
Learning outcomes
Learn how to use Syft's Ledgers and Segments tool to improve accountability and understandability in your organization.
Time to complete
40 mins
Make the most of your Stripe data with Syft, Level up your e-commerce data
Competencies
Digital user skills, digital familiarity, data analytics
Learning outcomes
Learn everything you need to know about using Syft to visualize, analyze, and report on the data from Stripe/Square/Shopify entities.
Time to complete
2.5 hours
How to Ace Your Job Interview and Resumé
Competencies
Personal ethics, professional ethics, self-development, communication skills
Learning outcomes
Learn the kind of content you should include in your resumé and cover letter, best practices for formatting, and how to proofread and edit. Learn how to keep these documents professional, how to ace an interview, and how to answer some of the most commonly asked questions.
Time to complete
1.38 hours
Create and Collaborate on Documents with Microsoft Word and Google Docs
Competencies
Digital familiarity, digital user skills, Microsoft Word, Google Docs
Learning outcomes
Discover why Word and Docs are important. Learn how to navigate and use both platforms, how to edit and format documents, how to insert tables, illustrations, hyperlinks, tables of contents, and more. And learn practical tips to make the most of these tools.
Time to complete
2 hours
Assessed loss balances: Utilisation and ring-fencing
Competencies
Tax planning, tax governance
Learning outcomes
Understand the concepts of a current year assessed loss and a balance of assessed losses brought forward from a prior year, how they are created and how they are utilised. Understand and apply the limitations on utilising an assessed loss balance brought forward from a prior year. Understand the impact of the change in the corporate income tax rate on normal and deferred tax, including the effect on an assessed loss balance to be carried forward.
Time to complete
1.5 hours
Private Company Valuations
Competencies
Business strategy, review, analyze, and monitor
Learning outcomes
Why are valuations important and when do we need them? How do they work? Understand key technical terms. Provide a knowledge and resource base.
Time to complete
47 mins
Excel and Google Sheets Basics
Competencies
Digital user skills, digital familiarity, analytical thinking, numerical reasoning
Learning outcomes
Tips to format and work with data in Excel and Google Sheets. How to analyze, manage, and present large amounts of data and even perform complex calculations.
Time to complete
2.5 hours
Sage Basics
Competencies
Digital user skills, digital familiarity
Learning outcomes
How to set up an entity on Sage Business Cloud Accounting and ensure your general and accounting settings are correct. Connect bank feeds and get a cash book up and running.
Time to complete
50 mins
QuickBooks Online Basics
Competencies
Digital user skills, digital familiarity
Learning outcomes
How to set up an entity on QuickBooks Online and ensure your general and accounting settings are correct. Connect bank feeds and get up and running.
Time to complete
1 hour