PS Financials (PSF) Strategic
Monthly Reporting Training

SBS has created a remotely delivered training course to ensure that you are using PS Financials correctly for all your monthly reporting needs.

PS Financials (PSF) logo
Did you know? PSF is now known as IRIS Financials

Webinars are a great way to learn PS Financials (PSF) from the comfort of your own home, without the added expense of travelling to a venue.

It is important that are confident in your financial accounting, especially with the ESFA increasing its scrutiny of academy reporting!

This course would be great for upskilling yourself to start the new financial year reporting.

The agenda for each session is as follows:

  • Monthly Housekeeping
  • Aged Creditor/Aged Debtor Reporting
  • Bank Reconciliation
  • VAT 126 Return
  • Cashflow Reporting
  • Balance Sheet Reporting
  • Trial Balance Review and Reconciliation
  • Management Account Reporting

Upcoming dates

PSF Strategic Monthly Reporting Webinar

Webinar date: Thursday 22nd October – 12:30pm – 3:00pm
Webinar date: Friday 23rd October – 9:30am – 12:00pm
Webinar date: Wednesday 28th October – 13:00pm – 15:30pm

Can’t attend these dates or prefer a personalised PS Financials training experience? We also offer remote 1-1 sessions.

Pricing and discounts

We are currently offering the webinar sessions at £120 +VAT per session. If you want to book multiple members of your team we offer two bookings at £105 and three plus bookings at £90.

Should you require any further information please talk to us on 0345 222 1551 • Option 5.

To reserve a space on this course please complete the booking form and email to

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