Speaker for balance sheet accounting and controlling practice with DATEV
Free of cost
by funding
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Certificates: Certificate "Consultant for balance sheet accounting"
Certificate "Controlling practice with DATEV" -
Additional Certificates: Certificate "Fundamentals of Controlling"
Certificate "Balance sheet accounting with DATEV"
DATEV training partner certificates of attendance -
Examination: Practical project work with final presentations
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Teaching Times: Full-timeMonday 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.)
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Language of Instruction: German
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Duration: 16 Weeks
Controlling basics
Introduction to controlling (approx. 1.5 days)
Controlling as part of the management process
Overview of the various controlling instruments and methods
Strategic and operational controlling
Cost accounting and cost management (approx. 3.5 days)
Introduction to cost and activity accounting
Cost element accounting
Cost center accounting
Cost unit accounting
Cost accounting systems (approx. 3 days)
Actual, normal and planned cost accounting
Partial and full cost accounting
Activity-based costing
Artificial intelligence (AI) in the work process
Presentation of specific AI technologies
and possible applications in the professional environment
Corporate planning and budgeting (approx. 4 days)
budget planning
Liquidity planning
investment planning
Key figures and key figure systems (approx. 3 days)
Contribution margin
Balanced scorecard
Reporting (approx. 2 days)
reporting
BWA
Data protection in controlling
Project work (approx. 3 days)
To consolidate the content learned
Presentation of the project results
Balance sheet accounting with DATEV
National accounting (HGB) (approx. 10 days)
Interim and annual financial statements and management report
The monthly/annual financial statements: Balance sheet and income statement
Overview of annual financial statements and P&L
Fundamentals of tax law, commercial law and company law
Postings required to prepare for accounting with DATEV
Accounting and valuation - asset accounting and annual financial statements with DATEV
Creating a company report/balance sheet report with DATEV
Artificial intelligence (AI) in the work process
Presentation of specific AI technologies
and possible applications in the professional environment
International Accounting (IAS/IFRS) (approx. 7 days)
Why international accounting?
The shortcomings of the HGB Investor protection and the principle of prudence
Differences between HGB/IAS
The first introduction in 1998 and the extended introduction in 2005 - The ten-point program
Structure of the IAS and its bodies: conception and implementation
Fair value (IFRS 13) with DATEV
Accounting for fixed assets (IAS 16) with DATEV
Investment property - Investment property (IAS 40) with DATEV
Leasing (IFRS 16) with DATEV
Intangible assets and development costs (IAS 38) with DATEV
Financial assets and liabilities (IAS 37) with DATEV
Segment reporting and cash flow statement - Statement of comprehensive income with DATEV
Project work (approx. 3 days)
To consolidate the content learned
Presentation of the project results
Tax law and business taxation with DATEV
Introduction to taxation (approx. 0.5 days)
Classification of taxes
Tax laws
Implementing regulations
Administrative instructions
Working with tax laws
Tax Code (approx. 2 days)
Basics of the tax code
Legal bases of the AO
Responsibility of the tax offices
Definition and notification of administrative acts
Deadlines and dates
Tax obligations, taxpayers
Accounting, record-keeping and tax declaration obligations
Tax returns, tax assessment, tax assessment
Legal remedies
Objection
Valuation law (approx. 1 day)
Basics of the valuation law
Standard valuation
Needs assessment
Material value method
Comparative value method
Income capitalization approach
Artificial intelligence (AI) in the work process
Presentation of specific AI technologies
and possible applications in the professional environment
Recording and calculating income tax with DATEV (approx. 5 days)
Income tax basics
Legal bases of income tax
Personal tax liability
Material tax liability
Determination of taxable income
Income tax return forms and attachments in DATEV
Understanding the DATEV income tax program structure
Creating a new client in DATEV Income Tax
Separate and uniform assessment (approx. 0.5 days)
Basics of separate and uniform assessment
Forms and attachments of the P&L in DATEV
Recording and calculating corporate income tax with DATEV (approx. 3 days)
Corporate income tax basics
Legal bases of corporation tax
Corporate tax liability
Determination of taxable income
Forms and attachments for corporate tax returns in DATEV
Understanding the DATEV corporation tax program structure
Fiscal processes Workflows for the preparation of annual financial statements with DATEV
Transferring data from the annual financial statements to corporation tax
Income tax (approx. 1 day)
Payroll tax basics
Definitions of terms
Wage tax deduction
Wage tax classes
Flat-rate wage tax
Wage tax registration
Trade tax (approx. 2 days)
Basics of trade tax
Legal bases of trade tax
Administration of trade tax
Trade tax liability
Taxation bases
Calculation of trade tax
Forms and attachments for the trade tax return in DATEV
Understanding the DATEV trade tax program structure
Value added tax (approx. 3 days)
Basics of value added tax
Legal sources of VAT
Taxable services
Exchange of services
Intra-Community acquisition
Taxable import
Tax exemptions
Place of supply
Basis of assessment
Tax rates, invoices, input tax deduction
Tax liability and tax debtors
Advance VAT return and advance VAT payment
Tax calculation
Application for permanent extension
Small business taxation
Forms and attachments for the VAT return in DATEV
Understanding the DATEV sales tax program structure
Project work (approx. 2 days)
To consolidate the content learned
Presentation of the project results
Controlling practice with DATEV
Cost accounting with DATEV (approx. 7 days)
Creation of basic data
Creation of the cost center plan
Setting up the evaluations
Adaptation of cost accounting to operational requirements
Account allocations
Internal activity allocations and apportionments
Entering and processing batches
Displaying and printing evaluations
Setting up evaluation packages
Artificial intelligence (AI) in the work process
Presentation of specific AI technologies
and possible applications in the professional environment
Business planning with DATEV (approx. 5 days)
Overview and functionality of DATEV
Basics of planning calculation
Planning strategies - setting up a planning and control system with integrated profit and liquidity planning
General planning approaches
Detailed planning options using detailed objects
Investment planning (investment and financing)
Program links
Target/actual comparison and DATEV controlling report
Evaluations: Brief overview and standard evaluations as well as planning report
Analysis and planning in accounting (approx. 5 days)
The monthly analysis
Profit analysis: comparison with previous year, target/actual comparison, industry comparison, time series presentation for trend statements
Liquidity analysis: static liquidity, withdrawal behavior, payment habits, account management, cash flow statement with cash flow calculation
Use and origin of funds
Special solutions and occasions
Determination of debt servicing capacity
Individual BWA (adaptation of the standard BWA)
Project work (approx. 3 days)
To consolidate the content learned
Presentation of the project results
Changes are possible. The course content is updated regularly.
The course offers you a systematic introduction to balance sheet accounting, starting with basic knowledge in controlling. You will master the topics of balance sheets, accounting records and annual financial statements, be able to competently take over the organization of operational finance and accounting and master the evaluation of payments with DATEV. You will also have knowledge of tax law and business taxation.
You will also have the necessary specialist knowledge to strategically plan, monitor and optimize performance processes within the company. With the help of the DATEV controlling software, you will be able to visualize meaningful information in company figures.
The course is aimed at employees from corporate finance and accounting, specialists from tax consulting and auditing firms and from controlling.
As an accounting officer, you will support and advise the management, reconcile internal and external processes and act as a competent point of contact for external partners such as auditors. This opens up a wide range of career prospects for you in all sectors, especially in larger companies where you can support group accounting in the future.
With sound knowledge of controlling, you can also support the management of larger companies. You can act as a consultant in companies in almost all sectors of the economy and in public administration.
Your meaningful certificate provides a detailed insight into the qualifications you have acquired and improves your career prospects.
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).