Fundamentals of business administration and accounting as well as financial accounting with DATEV

The course will first familiarize you with the business management mindset and teach you basic accounting skills, especially in the areas of business objectives, accounting, cost accounting and commercial law. You will then learn how to implement financial accounting processes with DATEV - the focus is on the application of processes in the areas of client and account master data as well as evaluations and annual financial statements. You will also learn how artificial intelligence (AI) is used in the profession.
  • Certificates: Certified Business Administrator" certificate
    DATEV certificate "DATEV financial accounting user"
    DATEV training partner certificate of attendance
  • Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
    Certified Business Administrator
    DATEV-Anwender Finanzbuchführung (Eine Anmeldung über das Lernportal „DATEV Students online“ ist für die Zertifizierungsvorbereitung obligatorisch.)
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 8 Weeks

Fundamentals of business administration and accounting

Business management basics and company processes (approx. 3 days)

Business management in companies
Corporate goals and conflicting objectives
Structure, functions and operational processes
Basic business functions: Procurement, service provision, sales, financing, personnel and administration
Business model, value creation and the relationship between turnover, costs, profit and liquidity
AI-supported research, structuring and preparation of business information


Business law and legal basics (approx. 2 days)

Legal forms of companies

Rights and obligations in sales contracts

Basics of liability

Cooperations and company mergers

Insolvency law and signs of crisis


Tax fundamentals in the corporate context (approx. 1 day)

Classification of business tax types

Basics of corporate taxation

The basic principle of value added tax

Importance of taxes for pricing, earnings and liquidity


Fundamentals of external accounting: bookkeeping, balance sheet and income statement (approx. 6 days)

Tasks and objectives of external accounting

Inventory and stocktaking

Layout and structure of a balance sheet, assets/liabilities

Profit and loss account (P&L) and profit calculation

Receivables/payables

Provisions and reserves in basic terms

Depreciation and its effects on the annual financial statements

Relationship between current business transactions and annual financial statements

P&L statement in graduated form

Introduction to analyzing the balance sheet and income statement

AI support in accounting-related processes, e.g. for audit notes, plausibility checks


Corporate goals, key figures and business management (approx. 1 day)

Profitability, productivity

Liquidity and profitability

Return on equity and other business ratios

Assessment of the economic situation of a company


Cost and activity accounting in small and medium-sized companies (approx. 3 days)

Tasks and importance of cost and activity accounting

Terms used in cost accounting

Cost type, cost center and cost unit accounting

Price calculation

Basic principles of contribution margin and profitability analysis

Cost accounting for operational control


Project work, certification preparation and certification examination (approx. 4 days)

Financial accounting with DATEV

Client master data (full-time approx. 1 day/part-time approx. 2 days)

Creation of a new client

Importing, saving and managing client data


Account master data (full-time approx. 3 days/part-time approx. 6 days)

From chart of accounts to chart of accounts

Account functions

Creating individual accounts

Creating and managing current accounts

Account assignment of sample documents according to SKR03 or SKR04


Posting (full-time approx. 6 days/part-time approx. 12 days)

Posting according to the DATEV posting logic

Posting digital documents

Posting with automatic accounts and tax keys

Working with posting batches, batch management and fixing

Dialog postings and batch postings

Allocation and split postings

Reversal postings / general reversal in DATEV

Posting intra-community deliveries and acquisitions

Posting for third country transactions

Posting by company code (incoming and outgoing invoices, bank, cash register)

Posting lists and error control

Overview of the invoice automation service (ASR) and bank automation service (ASB)


Financial accounting evaluations (full-time approx. 2 days/part-time 4 days)

Primanota and journal

Totals and balances list

Open item management (posting invoices and payments, OP clearing)

Advance sales tax return

Small business regulation (§ 19 UStG) and special reporting procedure (§ 19a UStG)

Summary report (ZM)

Business analyses (BWA)

Controlling report

AI-supported analysis of evaluations


Year-end closing (full-time approx. 3 days/part-time approx. 6 days)

Closing entries

Balance sheet and profit and loss account

Statement of fixed assets

Annual financial statement evaluations

Printing and providing evaluations

Depreciation options: declining balance depreciation, special depreciation rules for electric vehicles

AI-supported preparation, documentation and quality assurance in the annual financial statement process


Special features (full-time approx. 1 day/part-time approx. 2 days)

Integration with wages and salaries

Integration with asset accounting (ANLAG)

Interfaces and data transfer


Digital collaboration between law firm and client (full-time approx. 1 day/part-time approx. 2 days)

Overview of DATEV Unternehmen online in financial accounting

Setting up document posting

Posting digital receipts and posting payments

Evaluations in accounting

Overview of e-invoicing (ASR and ASB)

MyDATEV Kanzlei at a glance


Project work, certification preparation (via the DATEV Students online platform) and certification exam "DATEV-Anwender Finanzbuchführung" (full-time approx. 3 days/part-time approx. 6 days)



Changes are possible, the course content is updated regularly.

After completing the course, you will have a basic understanding of business contexts and commercial thinking. You will be familiar with the central areas of accounting, be able to classify operational key figures and understand and process simple business management issues in everyday working life. You will also learn about the sensible and responsible use of artificial intelligence in commercial and administrative work processes.

You will also be given a systematic introduction to financial accounting with DATEV. You will learn how to securely record, digitally process and evaluate accounting transactions and how to use central DATEV functions in your everyday work.

The course is aimed at all persons with commercial or legal training, persons from financial accounting and bookkeeping, tax consultants, auditors, entrepreneurs and law firm employees.

Sound basic commercial and business management knowledge is indispensable in today's working world and makes it easier for you to understand business practice.

The addition of DATEV financial software will also improve your prospects on the job market: according to the manufacturer, around 2.5 million medium-sized German companies rely on DATEV's information services.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge.

0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.

Contact

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.