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Finance & Accounting
Accounting Equation Using Excel-Analyzing Form Transactions
R
Robert (Bob) Steele
5/31/2025
·
1 min read
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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