Personal Finance Do Your Own Accounts

Do Your Own Accounts

40.00 25.00
$40.00 $25.00
PRICE PER USER
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  • Course Delivery: On Demand
  • Duration: 1.5 
  • Audience:

    This course is for entrepreneurs, business owners (home based businesses) and bookkeepers who want a simple, yet effective spreadsheet system to keep track of and do their own bookkeeping

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Description

This course is for the self-employed, busy, business owner/manager who is looking for a simple, easy way to do their bookkeeping using an excel spreadsheet. Likewise, it is ideal for the bookkeeper who is looking for a simple way to do their clients accounts.With the course you get a reusable template excel spreadsheet which acts as a cashbook, as well as prepares a profit and loss for you – which will help you to submit your self assessment tax return (UK filing) – and its also (due to complying with international accounting standards) suitable globally, for providing a profit and loss account.

 

Course Objectives

  • Introduction To The Course
    • ADDITIONAL QUESTIONS
  • Getting Organised
    • ADDITIONAL QUESTIONS
  • Understanding The Spreadsheet
    • ADDITIONAL QUESTIONS
  • Worked Example - Inputting April Income
    • ADDITIONAL QUESTIONS
  • Worked Example - Inputting April Expenses
    • ADDITIONAL QUESTIONS
  • Worked Example - The Accounts For Month 1 - April
    • ADDITIONAL QUESTIONS
  • Worked Example - Inputting May Income
    • ADDITIONAL QUESTIONS
  • Worked Example - Inputting May Expenses
    • ADDITIONAL QUESTIONS
  • Worked Example - The Accounts For Month 2 - May
    • ADDITIONAL QUESTIONS
  • What Do The Figures Mean?
    • ADDITIONAL QUESTIONS
  • Concepts
    • ADDITIONAL QUESTIONS
  • Systems
    • ADDITIONAL QUESTIONS
  • Concluding Lecture
    • ADDITIONAL QUESTIONS
 

Topics Covered

  • Introduction To The Course
  • Getting Organised
  • Understanding The Spreadsheet
  • Worked Example - Inputting April Income
  • Worked Example - Inputting April Expenses
  • Worked Example - The Accounts For Month 1 - April
  • Worked Example - Inputting May Income
  • Worked Example - Inputting May Expenses
  • Worked Example - The Accounts For Month 2 - May
  • What Do The Figures Mean?
  • Concepts
  • Systems
  • Concluding Lecture
 

Prerequisites

You will need to be able to open up an excel 2003 document on your computer. BASIC excel skills are needed. There are no formula's etc., because the template has everything, but you need to be able to navigate through a spreadsheet.

 

Subject Matter Expert

Lisa Newton BA MSc FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who enjoys traveling, learning languages, yoga, meditation and astrology.

 

Additional Information

A template accounts spreadsheet which can be saved and reused

Got questions? Contact us below or call 877-881-2235

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