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Reading Accounts and Balance Sheets 2018

Reading Accounts and Balance Sheets 2018
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Familiarity with financial documents is important for any practitioner dealing with:

  • Estate planning
  • Relationship property
  • Sale and purchase of a business
  • Civil litigation
  • Nominee companies, business and finance law
  • Taxation.

While it is not necessary for you as a lawyer to have the financial insight that might be expected of an accountant, you should know how financial statements are put together and how to:

  • Interpret the figures
  • Use the figures in financial statements to assess the “health” of a business
  • Ask the right questions and identify warning signs
  • Discuss financial statements intelligently with a client
  • Know when to call in specialist assistance and be able to communicate effectively with the specialist.

This workshop will enable you to unlock the mysteries of financial documents. You will gain an insight into the world of accounting, making you more effective and confident when providing guidance to your clients on financial matters.

You will consider:

  • How to classify and record transactions
  • How transactions “flow” into financial statements
  • What the financial statements should look like after you have recorded the transaction
  • How to use the accounts to property analyse the performance of a business
  • How financial statements are related to the value of a business.

Learning objectives

You will:

  • Understand the relationship between financial statements and recognise the elements that should be present in the accounts.
  • Know how to apply fundamental analysis to financial statements to extract information from them.


Each workshop is divided into two half-day sessions held on two consecutive days. This format will give participants time to prepare for each session and to do follow-up exercises to reinforce the content of the first workshop session.

Who should attend

Practitioners who want to improve their ability to interpret balance sheets and other financial documents. The programme is most helpful for those with little or no prior accounting experience.

IMPORTANT: Places are limited to 25 participants per workshop and will be allocated on a first-come first-served basis.


Materials will be sent out prior to the workshop and should be brought along. A small amount of homework will be set overnight. Participants must bring a calculator with them on both days.


  • Day 1: 1.30pm - 5.30pm
  • Day 2: 9.00am - 1.00pm


  • Lloyd Austin - Auckland

Fee (incl GST)


  • $490 - NZLS members and Associate members
  • $540 - Non-members
Do you want to register more than one person for this course? Click here

Download PDF brochure and registration form here.
Auckland  5 - 6 November
Hamilton  7 - 8 November
Christchurch 12 - 13 November
Wellington 14 - 15 November

Cancellation and refund policy

Please note: Minimum and maximum numbers apply. Registrations will be accepted on a first-come/first-served basis. Registrations close 10 working days before the presentation date (the closing date). NZLS CLE Ltd reserves the right to cancel any session that does not reach the budgeted minimum number of registrations. This decision will be made on the closing date and a full refund will be made to each registrant of the cancelled session. If you cancel your registration before the closing date, a refund will be made, less a $100 administration fee. After the closing date, there will be no refund. You may transfer your registration until five working days before the presentation. Please advise NZLS CLE Ltd in writing of the change.

freephone (within NZ)
0800 333 111


04 472 7837

04 463 2986
Law Society Building
26 Waring Taylor Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand