Financial Records Training That Actually Makes Sense
Here's the truth about financial record management—most people think they understand it until tax season hits. Then it's panic mode, searching through emails, guessing at deductions, wondering if that receipt from March really matters.
We built this program after watching too many small business owners struggle with exactly that. Not because they weren't smart or capable, but because nobody showed them the practical side of keeping financial records that actually work when you need them.
This isn't about memorizing accounting rules. It's about building systems that fit into your real business life—the messy, complicated, sometimes chaotic reality of running a company in the Israeli market.
Upcoming Sessions in 2026
We run intensive programs three times yearly. Each cohort stays small—between 12 and 18 participants—so everyone gets individual attention when they hit their specific challenges.
| Start Date | Duration | Format | Focus Area | Status |
|---|---|---|---|---|
| February 10, 2026 | 12 weeks | Hybrid (4 in-person + online) | Small Business Fundamentals | Open |
| May 18, 2026 | 10 weeks | Fully Online | Digital Record Systems | Open |
| September 7, 2026 | 12 weeks | Hybrid (5 in-person + online) | Tax Preparation Ready | Filling Fast |
| November 15, 2026 | 8 weeks | Intensive In-Person | Year-End Close Workshop | Registration Opens July |
What You'll Actually Learn
Setting Up Systems That Survive Reality
Forget perfect filing systems that fall apart by week two. We focus on building record-keeping approaches that work when you're busy, tired, or dealing with the hundred other things business owners face daily.
Israeli Tax Requirements Without The Confusion
VAT reporting, expense categories that matter to Israeli tax authorities, understanding what you can actually deduct—explained by someone who deals with this stuff regularly and knows where people typically get stuck.
Digital Tools For Document Management
You'll get hands-on practice with software that helps organize receipts, track expenses, and maintain records that both you and your accountant can actually use. We test different options during the program.
Common Problems And Practical Fixes
Missing receipts, duplicate entries, unclear expense categories, reconciliation headaches—we tackle the messy situations that textbooks ignore but every business owner encounters.
Building Your Personal Workflow
By the end, you'll have a customized system designed around how your specific business operates. Not a template. Not someone else's method. A workflow that fits your actual needs and habits.
Who's Teaching This Program
Ilan Bareket
Lead Instructor
Spent fifteen years fixing financial record disasters before deciding to teach prevention instead. Works with businesses across Tel Aviv dealing with everything from simple bookkeeping to multi-currency complications.
Ronen Achituv
Systems Specialist
Helps participants choose and implement digital tools that match their technical comfort level. Former software trainer who got tired of teaching tools people never actually used after class ended.
Tamar Zohar
Tax Compliance Advisor
Guides participants through Israeli tax requirements and reporting obligations. Previously worked at the tax authority, which gives her insight into what actually matters during audits versus what's just paperwork theater.
What Previous Participants Found Helpful
The most useful part was learning how to handle expenses that don't fit neat categories. My accountant used to get frustrated with my records, but now we actually communicate about these things properly.
Freelance Consultant, Completed November 2024
I expected boring lectures about accounting principles. Instead, we spent time building systems customized to different business types. Mine's completely different from the retail owner's in our group, and that made sense.
Design Studio Owner, Completed March 2025