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The New Controller Guidebook ON DEMAND

Available Until

Your Desk

18.0 Credits

Member Price $396.00

Non-Member Price $455.00


This course is a vital tool for anyone transitioning into the controller role, offering a detailed overview of the responsibilities and strategies necessary for success. Steven Bragg, an experienced instructor, guides participants through key areas such as managing cash, billings, collections, inventory, fixed assets, accounts payable, payroll, and overall accounting department management. The online CPE course also provides in-depth coverage of financial reporting, including the specific requirements for publicly held companies, and a variety of management reports. In addition, participants will learn about the entire system of budgets, capital budgeting, and the critical steps for selecting and installing an accounting computer system. This course not only imparts essential knowledge but also equips participants with the practical skills needed to effectively manage the diverse and complex responsibilities of a controller.


Controller job description. Cash management. Credit and collections management. Billing management. Inventory management. Fixed assets management. Accounts payable management. Equity management. Payroll management. Department management. Closing the books. Financial statements. Public company financial reporting. Management reports. Ratio analysis. Budgeting. Capital budgeting. Computer system selection and installation.



Designed For

CPAs, CFOs, controllers, financial professionals, and auditors.


Note the roles of the controller and the chief financial officer. Identify activities to address during the controller’s first days on the job. Identify key elements involved in the accounting for cash, including how to reconcile, administer petty cash, forecast and invest, and set up a system of cash controls. Note the measurements that can be applied to the credit and collection processes. Identify techniques and accounting used for credit and collections. Recognize the methods for creating and issuing customer invoices, as well as how to account for them. Identify the types of inventory tracking and costing systems available, noting their characteristics and use as well as how to manage the system. Identify ways to track fixed assets, noting the characteristics and usage of each method. Recognize the accounting for fixed assets, noting fixed assets controls, record keeping, and audit requirements.






Leader Bios

Steven Bragg, Western CPE

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

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Non-Member Price $455.00

Member Price $396.00