Excel Essentials for Bookkeepers


Date: Apr 22, 2024 - Apr 22, 2024

CPD hours: 1 Hour

Time: 10:00 - 11:00

Event Type: Webinar

Presenter: Russel Ngobeni
BAP

This webinar, "Excel Essentials for Bookkeepers," is designed to equip bookkeepers with vital Excel skills necessary for efficient data management and financial record-keeping.

Overview   

This webinar, "Excel Essentials for Bookkeepers," is designed to equip bookkeepers with vital Excel skills necessary for efficient data management and financial record-keeping. Presented by Russel Shinyawani-Ngobeni, a seasoned Business Accountant in Practice and General Tax Practitioner, the session covers practical techniques for handling and manipulating data in Excel. Participants will learn how to streamline their bookkeeping processes, reduce errors, and enhance their productivity through the use of Excel's powerful features. 


Learning objectives  

By attending this webinar you will gain the following competencies: 

  • Mastering data conversion techniques for various bookkeeping scenarios. 

  • Efficiently merging data from different sources into a unified format. 

  • Converting positive values to negative and vice versa for accurate data representation. 

  • Cleaning out unwanted or erroneous data from Excel cells. 

  • Utilising the Clean function to remove non-printable characters. 

  • Applying the Paste Values function to maintain data integrity.    


Content 

The webinar will cover the following topics:  

  • Converting Data 

    • Techniques for transforming data formats 

    • Common issues and how to address them 

    • Practical examples and best practices 

  • Merging Data 

    • Combining datasets from multiple sources 

    • Ensuring data consistency and accuracy 

    • Tools and functions to simplify the process 

  • Handling Data Values 

    • Converting positive values to negative and vice versa 

    • Adjusting data for financial reporting 

    • Practical use cases 

  • Data Cleaning Techniques 

    • Clearing unwanted data in cells 

    • Utilising the Clean function to sanitize data 

    • Steps to ensure data quality and reliability 

  • Advanced Excel Functions 

    • The Paste Values function for data control 

    • Avoiding common pitfalls in data manipulation 

    • Enhancing efficiency with shortcuts and tips 


Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   


About the presenter 

Sydney Zizipa CGMA 

Sydney Zizipa is a seasoned Chartered Management Accountant (CIMA Qualified) and CGMA, boasting a broad spectrum of expertise. His career spans multiple domains, including cost management, project management, commercial management, project accounting, project reporting, multicurrency financial reporting and foreign entity financial management.  

Sydney holds a Bachelor of Commerce in Accounting with Honors, CIMA, certification as a Certified SAP FI Solutions Consultant, and a Master of Business Leadership from UNISA Graduate School of Business Leadership. His academic excellence is underscored by his second-place ranking in South Africa during his final TOP CIMA exams in 2011. 


Who should attend? 

The following persons will benefit from attending this webinar: 

  • Bookkeepers. 

  • Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

  • Trainee accountants. 


Price              

  • R 265.00 - Online admission - Individual.  

    • Group Price 1 - From R109 per person (up to 5 users)  

    • Group Price 2 - From R71 per person (up to 10 users)  

    • Group Price 3 - From R64 per person (over 11 users)  

 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 


Additional material 

By attending this webinar you will be provided with: 

  • A summarised slide presentation. 

  • Reference documents and/or course material where available. 

  • You can ask questions during the webinar and you will also have access to the presenter after the webinar. 


Corporate training solutions  

At the Accounting Academy, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.  

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.  

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals.    


Contact us    

Have any questions or need any assistance? Contact us today!  

 

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