Coaching · Businesses
Scale your accounting and tax together.
For medium and large businesses: align a maturing accounting function with a deliberate tax position, with the controls and reporting that larger operations need.
What we cover
What you will learn.
At scale, small gaps between accounting and tax become expensive. We build the controls and cadence to close them.
In this track
Six one-hour sessions, taken together as one program.
- Unit 1 · Accounting at scale. Structure the books and chart of accounts for a larger, more complex business.
- Unit 2 · Reporting and controls. Build management reporting and the controls that keep it reliable.
- Unit 3 · Multi-entity and department books. Handle multiple entities, departments, and locations cleanly.
- Unit 4 · Tax alignment across the business. Keep tax positions consistent across entities and periods.
- Unit 5 · Planning, budgeting, and forecasting. Run a budget and forecast that guide real decisions.
- Unit 6 · The close and the audit trail. Build a repeatable close with a clean, defensible trail.
Ready to start this track?
Six one-hour sessions, mapped to where you are now and where you want to be. Enroll below to get started.