The Ultimate Success Program prepares you for advanced roles such as:

• Senior Accountant
• Financial Accountant
• Management Accountant
• Tax Accountant
• Finance Analyst
• Assistant Tax Manager

• Accounting graduates and professionals ready to step into senior finance roles
• University or TAFE graduates aiming to master budgeting, forecasting, and tax
• Career changers wanting real-world public practice experience
• Accounting professionals seeking AI-driven financial analysis skills

Suitable for those with basic accounting knowledge or prior experience.

Approximate training duration: 4 Weeks to 6 Months (flexible part-time).

1. Accounts Payable and Accounts Receivable

Learn how to manage invoices, supplier payments, and customer receivables using real-world accounting systems, ensuring accuracy and compliance with financial controls.

2. Credit Card Reconciliation

Gain hands-on experience reconciling company credit card transactions and identifying discrepancies to maintain accurate financial records.

3. Bank Reconciliation

Master the process of matching bank statements with company ledgers to identify errors, missing transactions, and improve financial accuracy.

4. Inventory Management

Understand how to record, track, and reconcile inventory, including cost allocations and adjustments.

5. Prepayments

Learn how to record and manage prepayments, deferrals, and their impact on profit and loss reporting.

6. Fixed Asset Register

Understand how to maintain and reconcile fixed asset registers, calculate depreciation, and generate asset reports.

7. Accruals

Gain practical experience in recording and adjusting accruals for expenses and revenues, ensuring accurate financial reporting.

8. Cost Centre Analysis

Learn how to allocate costs across departments or business units to support strategic decision-making and budget management.

9. Business Activity Statement (BAS)

Hands-on BAS preparation and GST reconciliation, ensuring full compliance with ATO requirements and deadlines.

10. Payroll and Single Touch Payroll (STP)

Learn how to process payroll, manage employee entitlements, and comply with STP reporting standards in Australia.

11. Budget Preparation

Learn to create detailed budgets by projecting revenues and expenses, allocating resources effectively, and preparing variance analysis reports.

12.Forecasting
Gain expertise in building rolling forecasts and financial projections to anticipate future trends, support strategic planning, and mitigate risks.

13. Cash Flow Analysis and Financial Modelling
Build and analyse cash flow statements, create 12-month projections, and apply financial modelling techniques to optimise liquidity and profitability.

14. Advanced Business Reporting with AI Tools
Use AI-powered reporting and data visualisation tools to automate financial insights, detect anomalies, and enhance decision-making processes.

11. Tax Entities and Planning

Understand the fundamentals of tax structures, planning strategies, and the differences between individual, partnership, trust, and company entities.

12. Individual Tax Return and Case Study

Prepare individual tax returns using real-world examples and ATO-compliant software.

13. Partnership Tax Return and Case Study

Learn to complete partnership tax returns, including income allocation, deductions, and lodgement requirements.

14. Trust Tax Return and Case Study

Develop the skills to prepare trust tax returns, manage beneficiaries’ distributions, and ensure compliance.

15. Company Tax Return

Master company tax lodgements, including the preparation of income tax schedules and adjustments.

16. Company Tax Return Case Study & SMSF Introduction

Work through a real company tax return scenario and gain a foundational understanding of self-managed super funds (SMSFs).

17. Interview Coaching and Career Preparation

Receive tailored interview coaching, resume feedback, and industry insights to excel in job applications and interviews.

New AI Modules

18. AI Fundamentals 1 – How to Train ChatGPT for Career Success

Learn how to use AI tools like ChatGPT to create, optimize, and polish resumes and cover letters, improving your chances of landing interviews.

19. AI Fundamentals 2 – How to Secure Job Opportunities on LinkedIn

Discover AI-driven strategies to enhance your LinkedIn profile, create optimized content, and connect with recruiters effectively.

20. Using AI Tools to Improve Bookkeeping Quality

Explore AI automation features in accounting software to streamline bookkeeping tasks, minimise errors, and enhance productivity.

21. Using AI Tools for Business Analysis

Learn how to leverage AI-powered data analysis tools to generate insightful reports on business performance and financial health.

22. Using AI Tools to Execute Business Ideas

Understand how AI can help you plan, test, and implement new business ideas, from forecasting to cost analysis and project evaluation

Project 1: Internal Accounts Management (2 Quarters)

Accounts Payable (AP), Accounts Receivable (AR), Petty Cash, Bank Reconciliation, and Credit Card Reconciliation.

Using AI bots for automated transaction matching, anomaly detection, and trend analysis.

Project 2: General Ledger Transactions (2 Quarters)

Fixed Asset Register (FAR) updates, BAS preparation, and Cost Centre Analysis.

Learning AI-driven cost centre dashboards and payroll analysis to identify trends and optimise reporting.

Project 3: Annual Financial Year Accounting & Tax (Tax Client)

Using AI tools to extract, organise, and validate financial and tax data, reducing manual processing time.

Project 4: Financial Year-End Closing (Tax Client)

AI-assisted profit and loss (P&L) analysis to generate insights and highlight cost-saving opportunities.

Project 5: Budget Preparation

Prepare comprehensive annual and quarterly budgets, including variance analysis reports, revenue projections, and expense allocation using AI-enhanced forecasting tools.

Project 6: Forecast Analysis

Perform rolling financial forecasting and scenario planning to predict future trends, support strategic decision-making, and test business scenarios with AI-powered insights.

Project 7: Cash Flow Management

Build detailed 12-month cash flow models, evaluate liquidity, and create AI-driven reports to optimise cash positions and profitability.

Tax Return Preparation Tasks

• Individual Tax Returns
• Individual Tax Return with Investment Property
• Business Tax Return (Sole Trader)
• Trust Tax Return
• Partnership Tax Returns
• Company Tax Returns