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Financial training for companies

Training your team puts to work the next day

The rules change every year. We train your team in accounting, tax and financial management, with trainers who work in the field every day and, if you like, with a programme designed around you.

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Who it is forFor teams that deal with accounting, tax and financial management: courses, workshops and tailor-made programmes, in English or Portuguese
What is included11 courses, online or in person
How it startsA free first meeting
Marisa Santos giving a training session
Marisa SantosCertified trainer
Carla Gaspar on stage
Carla GasparCertified trainer

Which training is right for you?

I…
Start hereAlso useful for you · Online or in person

Cash flow management

Techniques to monitor and adjust cash flow throughout the year, so the bank balance stops catching you by surprise.

Course objectives

Who it is for. Managers and finance leads in companies of any size.

By the end, participants will know how to:

  1. Build and maintain the cash flow map of the company
  2. Forecast the balance for the coming weeks and months
  3. Gain breathing space in receipt and payment terms
  4. Anticipate the months in which taxes fall due
  5. Spot the signs of a squeeze early and know what to do
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Effective tax planning

A workshop on saving tax within the law and meeting your obligations, with the decisions that are made before the transaction and not after.

Course objectives

Who it is for. Managers of SMEs without a structured finance department.

By the end, participants will know how to:

  1. Know the tax calendar of the company and never be caught by surprise
  2. Tell the expenses that corporate income tax (IRC) accepts from those that prove costly
  3. Avoid the most common VAT mistakes
  4. Decide on vehicles, subsistence allowances and partner remuneration knowing how much each option costs
  5. Raise the tax question before signing, and not after
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Finance for non-financial people

The basics of accounting, cash flow and investment for those who have to decide with numbers without being an accountant.

Course objectives

Who it is for. Managers, sales staff, technical staff and team leaders who do not come from a finance background.

By the end, participants will know how to:

  1. Read a balance sheet and a profit and loss account
  2. Understand why making a profit is not the same as having money
  3. Calculate the margin and the break-even point of your product or service
  4. Track a budget and explain the variances
  5. Assess whether an investment pays off
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360-degree financial management

The most complete programme: balance sheet analysis, tax planning, costs and financing, with work on real cases.

Course objectives

Who it is for. Managers and finance directors who want a complete view.

By the end, participants will know how to:

  1. Analyse the financial statements of the company and draw conclusions
  2. Set the price from costs and margin
  3. Build the annual budget and monitor it every month
  4. Prepare the company to apply for financing
  5. Reduce costs without cutting the essentials
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Financial leadership

People management, financial strategy and communication, for those who lead the finance function and have to get it talking to the rest of the company.

Course objectives

Who it is for. Finance directors and leaders of finance teams.

By the end, participants will know how to:

  1. Get the finance function involved in company decisions
  2. Translate strategy into financial objectives
  3. Explain numbers to people outside the field
  4. Organise, develop and retain the finance team
  5. Prepare reports that managers read and use
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Team management and leadership

Practical leadership training for any area of the company: how to guide a team, give autonomy and keep your people.

Course objectives

Who it is for. Managers, middle managers and those about to start leading people.

By the end, participants will know how to:

  1. Set clear objectives and track results
  2. Delegate and give autonomy without losing control
  3. Give feedback and lead difficult conversations
  4. Motivate, develop and retain the people in the team
  5. Manage conflict and lead the team through change
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TOConline for business owners and managers

To make the most of the platform day to day: invoicing, keeping track of customer and supplier accounts and seeing the numbers of the business without depending on anyone.

Course objectives

Who it is for. Business owners, managers and administrative teams who use or are going to use TOConline.

By the end, participants will know how to:

  1. Issue invoices, quotes and delivery notes without help
  2. Keep track of customer and supplier accounts
  3. Record expenses and purchase documents
  4. Consult the reports that show how the business is doing
  5. Work with your accountant inside the platform
Start hereAlso useful for you · Online or in person · For accounting firms

TOConline for accounting firms

From set-up to year-end close, with the automations that save the firm hours and a way of organising the work of the team.

Course objectives

Who it is for. Accountants and teams in accounting firms who work or are going to work in TOConline.

By the end, participants will know how to:

  1. Set up the firm and the client companies in the same way
  2. Import SAF-T files and e-Fatura documents and put the automations to work
  3. Do reconciliations and closings in fewer hours
  4. Handle payroll and the monthly returns on the platform
  5. Organise the work of the team, with shared permissions and routines
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High performance in finance

An update on the financial techniques and instruments in use and those on the way.

Course objectives

Who it is for. Finance professionals who want to bring their skills up to date.

By the end, participants will know how to:

  1. Automate repetitive tasks in accounting and finance work
  2. Make the most of electronic invoicing and SAF-T files
  3. Build indicator dashboards that can be read at a glance
  4. Keep up with the new reporting requirements
  5. Prepare the team for what is coming
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Preparation for the OCC entrance exam

From accounting principles to professional ethics, with interactive classes, case studies and exam practice.

Course objectives

Who it is for. Candidates for Certified Accountant.

By the end, participants will know how to:

  1. Consolidate financial accounting and management accounting
  2. Revise the tax topics that come up in the exam
  3. Master professional ethics and conduct
  4. Practise with past papers, solved and commented
  5. Manage your time and arrive at the exam with a strategy
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Accounting assistant and administrative management

The work of an accounting assistant, from the moment the document arrives to the filing, by way of the monthly routines.

Course objectives

Who it is for. Companies that want to train their administrative team, and anyone who wants to acquire or deepen skills in accounting and administrative support.

By the end, participants will know how to:

  1. Classify and organise accounting documents
  2. Issue invoices and receipts and check customer and supplier accounts
  3. Do bank reconciliations
  4. Support payroll processing
  5. Keep to the routines and deadlines of the month
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Three reasons to learn with us

What sets this training apart from an off-the-shelf course

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Taught by people who do the work

Our trainers close accounts, file returns and work alongside companies every day. They don't teach you what they read in a textbook: they teach what they did this week, with the mistakes they have already seen happen.

You practise with your own numbers

In tailor-made programmes, the exercises use your company's reports, documents and software. The next day the team is already applying it, because they practised on their own ground and not on a made-up case.

We're an accounting firm, not a school

We don't make our living selling courses, we make it from accounts done properly. So we only teach what is useful at work and, when a question comes up in practice, your team knows who to ask.

Want a tailor-made programme?

Tell us how many people there are, what they do and where the gaps are. We'll prepare a specific proposal.

Who is the training for?
What do you want to solve?
Where?
Your proposal

Tailored training, in person

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Frequently asked questions (FAQ)

The ones that come up before the first session is booked.

Is the training online or in person?

We do both. Online, live with the trainer, or in person, at your premises or ours. You choose the format and we adapt the exercises.

How do I know which course is right for my team?

Start by opening the courses in the catalogue and looking at the aims of each one. If you're still unsure, tell us who will be attending and what difficulties come up day to day: we'll point you to the course that answers that, or combine modules from several.

Can you design a programme just for my team?

Yes. Tell us how many people there are, what they do and where the gaps are, and we'll prepare a proposal with the content, the format and the schedule.

Can we work with examples from our own company?

In tailor-made programmes, yes, and it's what we recommend: people learn faster with the reports and documents the team uses every day. Whatever you show us stays between us.

Who teaches the classes?

Professionals who work in the field every day. The person who teaches you to read a balance sheet is someone who prepares them.

Is there training for people who don't come from finance?

Yes. The Finance for non-financial people course starts with the basics and uses real cases. The TOConline course for business owners and managers doesn't require any accounting knowledge either.

Do you prepare people for the OCC entrance exam?

Yes, from accounting principles to professional ethics, with case studies and worked solutions to past papers.

How much does financial training cost?

It depends on the course, the number of participants and the format. Ask for more information on the course you're interested in and we'll send you the programme and a proposal.

We also handle these

01Financial accountingPortuguese accounts up to date and explained in English: bookkeeping, tax filings, payroll and year-end accounts, with online access to your documents 02Financial and tax advisoryFor companies from abroad with a decision to make in Portugal: buying, hiring, restructuring or selling 03Grants and incentives for companiesFor companies that invest, hire or innovate in Portugal: we identify the grant, prepare the application and manage it to the end

Want a tailor-made programme?

Tell us how many people there are, what they do and where the gaps are. We'll prepare a specific proposal.

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