Finance & Accounting

Accounting Equation Using Excel-Analyzing Form Transactions

Course Overview

  • Course Title: Accounting Equation Using Excel-Analyzing Form Transactions
  • Instructor: Robert (Bob) Steele
  • Target Audience:
    • Small business owners
    • Aspiring accountants
    • Professionals looking to sharpen financial skills
  • Prerequisites:
    • Basic understanding of accounting concepts
    • Basic Excel skills
    • Access to a computer with Microsoft Excel or a compatible spreadsheet application
    • Interest in financial processes

Curriculum Highlights

  • Key Topics Covered:
    • Purpose and function of key accounting forms
    • Financial transactions and their effects on subledgers
    • Using Excel for financial transactions
    • Designing Excel templates for accounting
    • Assessing accuracy of financial records
    • Producing financial summaries and reports
    • Identifying common financial forms
  • Key Skills Learned:
    • Explain key accounting forms and their impact on the accounting equation
    • Break down financial transactions
    • Use Excel to record financial transactions
    • Design Excel templates for accounting software simulation
    • Reconcile subledgers and identify discrepancies
    • Produce comprehensive financial summaries
    • Integrate knowledge of transaction impacts for decision-making

Course Format

  • Duration: 6.5 hours on-demand video
  • Format: Self-paced online course
  • Resources:
    • 11 downloadable resources
    • Access on mobile and TV
    • Certificate of completion
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