MS Excel for Accountants & Bookkeepers
Presenters : Russel Ngobeni
Overview
MS Excel has come a long way from its early days when it was typically just used for listing numbers and adding them up. It is now an advanced tool that can be used for many tasks such as data management, accounting, budgeting, forecasting, financial modelling, financial analysis, time management, task management, charts and graphs, just to name a few.
Coming as part of the Microsoft suite of apps (which nearly everyone has on their computer), all accountants and bookkeepers need to learn how to make full use of this spreadsheet program in their work.
Learning objectives
By the end of this event the participant should:
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Understand how to perform the bookkeeping to trial balance function on MS Excel;
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Understand how to format MS Excel worksheets so that data processing is quicker;
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Understand how to use MS Excel shortcuts to fast-track data processing;
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Understand how to use MS Excel in budgeting and forecasting; and
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Be able to draft basic management reports using MS Excel.
Content
The webinar will cover the following topics:
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Data processing and management on MS Excel.
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Bookkeeping on MS Excel.
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Helpful MS Excel shortcuts.
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Budgeting and forecasting using MS Excel.
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Processing year-end tasks on MS Excel.
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Financial reporting using MS Excel.
