DYPE Academy

The Month Your Accountant Sends You

Six short lessons on reading the monthly numbers your finance department sends you, on the three figures that decide whether anything has to change this month, and on the dates that take cash out of the account whether or not you looked.

621m

What your finance department needs from you

Members

What your finance department needs from you

Your accountant is waiting on something most months, and it is almost always an approval, a document or an answer only you can give. This course walks the founder's half of the monthly close, and when each piece is needed.

9

Invoicing and getting paid on time

Members

Invoicing and getting paid on time

A late payment usually traces back to an invoice that was awkward to pay or a follow up nobody owned. This course covers what goes on the invoice, who it goes to, and what to do in the weeks after it goes quiet.

8

Payroll approvals without the month end scramble

Members

Payroll approvals without the month end scramble

Payroll is the one deadline that cannot slip, and it usually reaches you as a file to approve on the day the money leaves. This course sets out what your finance team needs before each salary run, and what you are actually signing off.

7

VAT and the tax calendar for founders

Members

VAT and the tax calendar for founders

Value added tax is the tax added on top of what you sell, and it brings a filing rhythm your company keeps whether or not anyone reminds you. This course maps the dates that fall in your year and what each one asks of you.

6

Year end without the panic

Members

Year end without the panic

The annual close is the one moment your company's whole year is written down and signed, and it is usually assembled in a rush. This course walks the months before it, and what you are looking at when the accounts land for signature.

8

Working with a fractional CFO

Members

Working with a fractional CFO

A fractional CFO is a chief financial officer who works with you a few days a month. This course covers the point at which a founder actually needs one, what to put in front of them, and which decisions stay on your desk.

7

Cloud accounting in Abra Flexi and Xero

Members

Cloud accounting in Abra Flexi and Xero

Your books live inside an accounting system your finance team runs, and you have a login you open twice a year. This course shows the screens a founder actually needs in Abra Flexi and Xero, and how to find a document without asking anyone.

6

Connect your bank, Stripe and your invoices

Members

Connect your bank, Stripe and your invoices

Every payment tool you use keeps its own record, and somebody ends up copying numbers between them by hand. This course connects the bank account, Stripe and your invoicing so entries arrive on their own, and shows what still wants a person looking at it.

8

The numbers investors ask for first

Members

The numbers investors ask for first

A first investor conversation turns on a handful of figures, and the damage is usually done by two versions of the same number. This course prepares what a founder is asked for first, and where your figures and your accountant's will differ.

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