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Overview

This comprehensive online course is designed to equip aspiring accounts clerks with the essential skills needed to excel in the world of accounting and finance, with a special focus on mastering Microsoft Excel. As a foundational tool in any financial professional’s arsenal, Excel’s capabilities for data management, accounting, and analysis are unparalleled. This course combines theoretical knowledge with practical Excel skills to prepare students for a successful career in accounting.

Participants will begin by learning the basics of accounting principles, including the management of accounts receivable and payable, ledger management, and the fundamentals of financial reporting. Simultaneously, the course will delve into Excel, starting with basic functions and progressing to advanced formulas, pivot tables, data visualization, and the use of macros for automation.

By integrating real-world accounting scenarios with hands-on Excel exercises, students will gain the confidence and skills needed to manage financial data effectively. This course also includes modules on regulatory standards and ethics in accounting, ensuring that students not only excel technically but are also well-versed in the legal aspects of the profession.

Learning Outcomes

  • Understand fundamental accounting principles and effectively manage both accounts receivable and payable.
  • Master Microsoft Excel’s core features including advanced formulas, pivot tables, and data visualization techniques.
  • Apply Excel skills to solve complex accounting problems and automate repetitive tasks using macros.
  • Develop a thorough understanding of financial reporting standards and ethical accounting practices.
  • Prepare comprehensive financial reports and analyses that aid strategic decision-making.

Description

The Accounts Clerk and MS Excel Course offers a dual focus on accounting principles and extensive Excel training, making it ideal for those looking to enter or advance in the field of accounting. Through engaging video lectures, interactive simulations, and practical exercises, participants will learn to navigate the complexities of financial data management. The course also emphasizes real-world applications, providing students with the tools to apply their Excel expertise directly to tasks they will encounter in their careers as accounts clerks.

Who Is This Course For?

This course is tailored for individuals aiming to start a career in accounting, current accounts clerks seeking to enhance their technical skills, or any professional needing to strengthen their Excel capabilities within a financial context. It is also suitable for small business owners who manage their own accounting.

Career Path

Upon completion of this course, participants will be well-prepared to take on roles such as accounts clerk, junior accountant, financial analyst, or any position requiring strong Excel and accounting skills. The knowledge and competencies gained will also pave the way for further studies and certifications in accounting.

Course Curriculum

**Accounts Clerk**
Professional Bookkeeper Introduction
Professional Bookkeeper 00:09:00
Introduction to Accounting and Business
Defining a Business 00:07:00
Ethics in Accounting 00:05:00
Generally Accepted Accounting Principles (GAAP) 00:10:00
The Accounting Equation
The Accounting Equation 00:07:00
Transactions 00:11:00
Financial Statements 00:13:00
Analyzing Transactions
The Accounting Equation and Transactions 00:16:00
Double-Entry System 00:11:00
Transactions – Journalizing 00:17:00
Journal Entries 00:38:00
Entering Information - Posting Entries
Posting Entries 00:10:00
The Trial Balance 00:10:00
Finding Errors Using Horizontal Analysis 00:09:00
Horizontal Trend : Balance Sheet 00:21:00
Horizontal Trend: Income Statement 00:36:00
Adjusting Process
The Purpose of the Adjusting Process 00:15:00
Adjusting Entries
Adjusting Entries – Prepaid Expenses 00:13:00
Adjusting Entries – Accrued Revenues 00:10:00
Adjusting Entries – Depreciation Expense 00:09:00
Adjustment Summary
Adjustment Summary – Review 00:13:00
Vertical Analysis 00:33:00
Preparing a Worksheet
Preparing a Worksheet 00:06:00
Financial Statements
The Income Statement 00:11:00
Financial Statements – Definitions 00:12:00
Completing the Accounting Cycle
Temporary vs. Permanent Accounts 00:19:00
The Accounting Cycle Illustrated
Accounting Cycle Illustrated – Steps 1-5 00:11:00
Accounting Cycle Illustrated – Steps 6-10 00:12:00
Fiscal Year
Fiscal Year 00:09:00
Spreadsheet Exercise
Spreadsheet Exercise – Steps 1-4 00:11:00
Spreadsheet Exercise – Steps 5-7 00:37:00
**MS Excel**
Getting Started with Microsoft Office Excel 2016
Navigate the Excel User Interface 00:28:00
Use Excel Commands 00:10:00
Create and Save a Basic Workbook 00:19:00
Enter Cell Data 00:12:00
Use Excel Help 00:05:00
Performing Calculations
Create Worksheet Formulas 00:15:00
Insert Functions 00:17:00
Reuse Formulas and Functions 00:17:00
Modifying a Worksheet
Insert, Delete, and Adjust Cells, Columns, and Rows 00:10:00
Search for and Replace Data 00:09:00
Use Proofing and Research Tools 00:07:00
Formatting a Worksheet
Apply Text Formats 00:16:00
Apply Number Format 00:08:00
Align Cell Contents 00:09:00
Apply Styles and Themes 00:12:00
Apply Basic Conditional Formatting 00:11:00
Create and Use Templates 00:08:00
Printing Workbooks
Preview and Print a Workbook 00:10:00
Set Up the Page Layout 00:09:00
Configure Headers and Footers 00:07:00
Managing Workbooks
Manage Worksheets 00:05:00
Manage Workbook and Worksheet Views 00:07:00
Manage Workbook Properties 00:06:00

Course Reviews

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