Expert Program

Record to Report

Master the complete financial reporting cycle, from recording transactions to generating reports, with our comprehensive Record to Report course.
Upcoming Cohort: 14th Dec. 2025
Course Duration: 20 Hours
Course Price: From £3500 / $4700

400+ Students

Record to Report

Course Overview

This course provides a comprehensive overview of the Record to Report (R2R) business process, which covers all financial activities from the recording of transactions to the generation of financial reports.
  • Job referrals

  • Certificate of Course Completion

What You will Learn

  • The R2R Cycle

    Understand the steps from transaction to financial reporting.

  • General Ledger and Sub-ledgers

    Learn how transactions are recorded and summarized.

  • Financial Close Process

    Master the monthly, quarterly, and annual closing procedures.

  • Financial Reporting

    Understand how to prepare key financial statements, such as the balance sheet and income statement.

Prerequisites

  • Prerequisite

    A solid understanding of basic accounting principles is essential.

Target Audience

  • Accountants and Financial Analysts

    Professionals responsible for managing financial data, journal entries, and financial reporting.

  • Controllers

    Senior finance professionals who oversee the financial close process and ensure accurate reporting.

  • Business Analysts

    Analysts who need a deep understanding of the R2R process to improve financial systems and reporting.

  • ERP Consultants

    Professionals specializing in ERP systems who need to configure and manage the R2R process for their clients.

Course Details

Course Curriculum

Introduction to Record to Report
This module introduces the R2R process and its critical role in financial accounting and reporting.
General Ledger and Journal Entries
Learn how transactions are recorded and summarized in the general ledger and the creation of journal entries.
Financial Close Process
Master the steps involved in the financial close process, including reconciliations and accruals, to prepare for reporting.
Consolidations and Intercompany Accounting
Understand how to consolidate financial data from multiple entities and manage intercompany transactions.
Financial Reporting and Analysis
This module covers the preparation of key financial statements (balance sheet, income statement) and how to analyze them for business insights.

Course Objectives

  • Immersive Instructor-Led Sessions

    Participate in dynamic, hands-on sessions led by expert instructors to gain practical skills in a supportive learning environment.

  • Master the Record to Report business process

    The goal is to provide a comprehensive understanding of the entire R2R cycle, enabling you to confidently manage financial data and reporting.

  • Build something real for your project portfolio

    You will complete a hands-on project that can be added to your professional portfolio to demonstrate your skills to potential employers.

  • Learn Anytime with Unlimited 1-Year Access to Contents and Tools

    Enjoy the flexibility of learning at your own pace with unlimited 1-year access to course contents and tools. Access reading materials, case studies, and interactive tools, providing a wealth of resources at your fingertips.

Frequently Asked Questions

Everything you need to know about our top rated course.

Is this course for beginners?
It is best suited for individuals with some background in accounting.
Does this course cover a specific software?
This course focuses on the universal business process, though it may use common software examples.
Is there certification upon completion?
Yes, participants will receive a certificate upon successfully completing the course, which can be a valuable addition to your professional credentials.