Excel For Accountants

Excel For Accountants

Excel For Accountants

Learn the core Microsoft Excel skills every accountant or financial professional needs

Language: english

Note: 0/5 (0 notes) 375 students  New course 

Instructor(s): Mike Mcdonald

Last update: 2022-10-05

What you’ll learn

  • Learn the core Microsoft Excel skills every accountant or financial professional needs
  • Learn how to perform key accounting tasks in Excel
  • Outline the structure that the SUMIF function uses.
  • How to track business performance.
  • Explain how to measure EBITDA.
  • Learn how to record transactions in a general ledger
  • How to construct a business valuation using a cash flow analysis.
  • Categorize expenses for taxes.
  • Use key financial statements.

 

Requirements

  • Microsoft Excel to follow along

 

Description

Microsoft Excel is an invaluable tool for accountants to make numerous schedules and calculations that traditional bookkeeping software can’t do. In this course you will learn the core Microsoft Excel skills every accountant or financial professional needs.

This course shows you how you can use Excel to enhance your accounting.  Learn how to perform key accounting tasks in Excel, including small business and corporate record-keeping, and importing and exporting data from QuickBooks to Excel.

You will learn how to record transactions in a general ledger, categorize expenses for taxes, track business performance, use key financial statements, and do a business valuation.

This course provides the fundamental Microsoft Excel skills that every accountant or financial professional requires. Learn key Excel features used daily in bookkeeping and to give financial presentations.

Microsoft Excel is the tool of choice for most accountants and financial professionals and possessing advanced Excel skill can make a real difference to your career prospects. This course provides valuable spreadsheet skills that can take your financial career to the next level.

Microsoft Office Excel was designed to support accounting functions such as budgeting, preparing financial statements, and creating balance sheets. It comes with basic spreadsheet functionality and many functions for performing complex mathematical calculations.

 

Who this course is for

  • Accountants
  • Small business owners
  • Bookeepers

 

Course content

  • Introduction
    • Introduction
  • Tasks in Accounting Industry
    • Accounting tasks and career roles
    • Basics of accounting industry
    • Cash flow budgeting in Excel
    • P&L in Excel
  • Quickbooks, Excel & Small Business Record Keeping
    • Small business accounting overview
    • Transactions in Quickbooks & Excel
    • Quarterly profit and loss tracking in Excel
    • QuickBooks and ledger records
    • Taxes and Excel record-keeping
    • Tracking business performance in Excel
    • Pivot tables for accountants
    • Import data from Excel to QuickBooks
  • General Ledger
    • General ledger overview
    • Recording transactions in a GL
    • GL strings
    • Corporate financial statements in Excel
    • Financial statement links in Excel
    • Key corporate accounting ratios
    • International accounting standards vs. the US
    • XBRL, Edgar, and corporate financial reporting
  • Business Valuation in Excel
    • Historical statements to forward projections
    • Terminal values in Excel
    • Constructing a business valuation using cash flow analysis
  • Conclusion
    • Conclusion

 

Excel For AccountantsExcel For Accountants

 

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