Management Accounting Masterclass CPD accredited · On demand

Learn the commercial accounting frameworks businesses actually use to make decisions.

Most accountants are trained to prepare financial information. Far fewer are trained to interpret it commercially. The Management Accounting Masterclass is a practical CPD-accredited programme built for accountants who want to strengthen their capability in forecasting, profitability analysis, KPI reporting, cash flow management and commercial decision-making.

Built specifically for accountants working with SME businesses — or looking to.

11 CPD POINTS ACCREDITED
500+
Accounting professionals trained
4
On-demand sessions
SME
Built for advisers to SMEs
★★★★★ Very practical and immediately useful with clients. 11 ACCREDITED CPD HOURS The forecasting and KPI sections alone made the programme worthwhile. 500+ ACCOUNTING PROFESSIONALS TRAINED ★★★★★ Strong commercial focus without unnecessary theory. DELIVERED BY ACCOUNTANTS DAILY & ACCENDO
11
Accredited CPD hours
500+
Accounting professionals trained
Practical commercial frameworks
Delivered by Accountants Daily & Accendo

THE PROGRAM

What you'll master in four power-packed sessions

Each session blends the underlying commercial framework with the practical structures accountants use day-to-day with SME clients.

Session 01

Financial Performance Analysis

Learn how commercially strong accountants interpret financial performance beyond standard reporting.

  • Identifying profitability trends.
  • Interpreting margin pressure.
  • Understanding operational performance drivers.
  • Recognising financial warning signs earlier.
  • Communicating business implications clearly.

Curriculum

  1. P&L architecture — reading vs. interpreting.
  2. Margin walk: where the profit actually goes.
  3. Variance frameworks: price, volume, mix.
  4. Forward indicators — the metrics that signal trouble early.
  5. Plain-English translation: turning the analysis into a board-ready story.
OUTCOME — Translate financial information into commercially useful insight.
Session 02

Pricing, Profitability & Break-Even Analysis

Many businesses grow revenue while weakening profitability. This session focuses on the practical frameworks accountants use to evaluate:

  • Contribution margin.
  • Pricing decisions.
  • Break-even analysis.
  • Service profitability.
  • Operational leverage and growth viability.

Curriculum

  1. Contribution-margin mechanics by product, service and customer.
  2. Break-even modelling for new initiatives and pricing changes.
  3. Service-profitability tear-downs.
  4. Operating leverage — understanding the slope.
  5. Practical pricing conversations with clients.
OUTCOME — Help businesses make stronger commercial decisions around pricing, profitability and growth.
Session 03

Cash Flow Forecasting & Planning

Strong businesses still experience cash flow pressure. This session covers practical forecasting structures used to:

  • Improve visibility.
  • Identify financial pressure earlier.
  • Strengthen planning capability.
  • Forecast cash movement more effectively.
  • Support proactive decision-making.

Curriculum

  1. Three-way forecasting architecture (P&L, balance sheet, cash).
  2. Rolling 13-week cash-flow modelling.
  3. Working capital levers and timing.
  4. Scenario planning: base, downside, growth.
  5. Embedding forecasting in client engagements.
OUTCOME — Develop practical forecasting capability that supports stronger commercial conversations.
Session 04

Business Valuation Secrets

Understand how businesses are really valued — and the levers that move that value.

  • Learn how businesses are really valued.
  • Discover practical ways to increase business worth.
  • Create action plans that drive real value.

Curriculum

  1. How buyers, lenders and investors actually frame value.
  2. Multiple drivers: earnings quality, growth, risk.
  3. Value-creation playbook for SMEs.
  4. Pre-sale readiness and the 18-month window.
  5. Building valuation thinking into your advisory cadence.
OUTCOME — Build reporting structures that improve commercial clarity and strategic decision-making.

PRACTICAL TAKEAWAYS

What you walk away with

Everything taught is designed for immediate use with SME clients — no theoretical filler.

Forecasting frameworks
Profitability analysis models
KPI reporting structures
Management reporting templates
Pricing analysis approaches
Commercially focused reporting techniques
Implementation resources

WHO SHOULD ATTEND

Built for the people who turn numbers into decisions

01

Accountants looking to level up

  • Expand beyond tax planning.
  • Add strategic advisory services.
  • Implement learnings immediately.
02

Business leaders & board members

  • Gain financial confidence.
  • Make better strategic decisions.
  • Communicate effectively with financial stakeholders.
03

Entrepreneurs & senior managers

  • Understand the financial impact of every decision.
  • Plan for sustainable growth.
  • Navigate financial partnerships with confidence.

WHAT PREVIOUS ATTENDEES SAY

★★★★★
"Very practical and immediately useful with clients."
"The forecasting and KPI sections alone made the programme worthwhile."
"Strong commercial focus without unnecessary theory."

WHAT CHANGES AFTER THE PROGRAM

From preparing the numbers to guiding the decisions.

"Most importantly — you'll develop greater confidence translating financial information into commercially useful guidance."

WHO YOU'LL LEARN FROM

Practitioners, not academics

Trent Carter

Trent Carter

Co-presenter · Accendo Financial

With the last 20 years in corporate finance, banking and broking, Trent has always had a passion for helping SME clients.

For the last 12 years as managing director of Provident Lending & Business Solutions and EZ Business Loans, he has developed a unique approach — not only helping clients obtain credit, but using a risk-assessment process to enlighten business owners on how to grow their enterprises.

With Accendo Financial, Trent is now focused on bringing these skills to life — improving the relationships and outcomes between finance professionals and SME business owners.

John Sgambelluri

John Sgambelluri

Co-presenter · Accendo Financial

John has been involved with his family's small businesses for over 40 years. His banking career spanned many years and included general-management roles.

Accendo Financial was developed through these experiences and insights with one thing in mind — helping business owners feel less stressed, more in control and able to achieve their full potential.

John is renowned for explaining financial concepts in plain English and has presented on this topic internationally. He specialises in working with industry bodies, franchise groups and associations to create training relevant to their members — helping them build a better bottom line and create more cash flow.

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INDIVIDUAL REGISTRATION

One investment.
A year of CPD and capability.

Includes full masterclass access, accredited CPD hours, the participant workbook, practical implementation frameworks.

$597 excl. GST

11 accredited CPD hours · Individual registration

  • Full masterclass access
  • 11 accredited CPD hours
  • Participant workbook
  • Practical implementation frameworks
  • Downloadable resources
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READY WHEN YOU ARE

Stop reporting numbers. Start guiding decisions.

Secure my seat — $597 excl. GST

11 accredited CPD hours · 4 sessions on demand · Workbook & templates included