Excel for Accountants Masterclass Overview

Excel for Accountants Masterclass Course Outline

Module 1: Using Lists in Excel

  • Defining a List
  • Sorting Lists
  • Filtering Lists
  • Managing a List
  • Using the Data Form

Module 2: Pivot Tables

  • Purpose of Pivot Tables
  • Getting Data Summaries
  • Building Pivot Tables
  • Data Cache
  • Using Named Ranges as Data Sources

Module 3: Common Sizing Using Worksheets

  • Rationale for Common Sizing
  • Other Uses of Common Sizing

Module 4: Charting

  • Why Charts?
  • Charts that Show Time Series
  • Pivot Charts Vs Standard Charts
  • Budget Variances Over Time

Module 5: Tools for Accountants

  • What Tools do Accountants Need?
  • Built-In Lists
  • Building Custom Lists
  • Using the Macro Recorder
  • Using Keyboard Shortcuts

Module 6: Scenarios in Excel

  • Scenarios and Multiple Inputs
  • Scenarios and Worksheets
  • Creating Scenarios
  • Defining an Implicit Intersection
  • More Help from the Scenario Manager
  • Grinding it Out with Goal Seek and Solver

Module 7: Payment Functions

  • Payment Functions
  • Using a Function
  • Using the Function Wizard

Module 8: Excel's Depreciation Functions

  • Family of Depreciation Functions
  • SLN Function
  • Accelerated Depreciation

Module 9: Excel and QuickBooks

  • IIF Import Files
  • Format of an IIF File
  • Exporting Data into an IIF File
  • Creating Multiple Lists in One IIF File
  • Importing an IIF File
  • IIF File Keywords for Lists
  • Profile Lists Import Files
  • Standard Lists Import Files
  • Updating Lists with Excel Import Files
  • Importing Adjusting Entries

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Who should attend this Excel for Accountants Masterclass?

The Excel for Accountants Masterclass is tailored for professionals in the field of accounting who want to enhance their proficiency in using Microsoft Excel for financial analysis, reporting, and data management. This Microsoft Excel Training is well-suited for a variety of individuals, including:

  • Accountants
  • Financial Analysts
  • Auditors
  • Bookkeepers
  • Finance Managers
  • Cost Accountants
  • Forensic Accountants
  • Budget Analysts

Prerequisites of the Excel for Accountants Masterclass

There are no formal prerequisites for the Excel for Accountants Masterclass Course. However, delegates should have a basic understanding of accounting principles and Microsoft Excel functionality.

Excel for Accountants Masterclass Overview

The Excel for Accountants Masterclass is a specialised Microsoft Excel Training tailored for accounting professionals. As Microsoft Excel remains an indispensable tool in the finance and accounting sectors, this course delves deep into its functionalities. It bridges the gap between general Excel knowledge and specific accounting applications, making it highly relevant in today's data-driven business environment.

Understanding and mastering Microsoft Excel is crucial for Accountants and Financial Analysts. These professionals rely heavily on Excel for data analysis, financial modelling, and reporting. The Excel for Accountants Masterclass is designed specifically for those who seek to enhance their analytical skills and efficiency in financial tasks using Microsoft Excel Courses.

This 1-day training offered by the Knowledge Academy is a comprehensive course that enables delegates to gain hands-on experience. Delegates will learn advanced Excel features relevant to accounting, such as complex formulas, data visualisation techniques, and automation of repetitive tasks. The course is structured to provide immediate practical benefits, improving workflow and decision-making capabilities.

Course Objectives:

  • To equip delegates with advanced Excel skills tailored for accounting and financial tasks
  • To enable understanding of complex formulas and functions relevant to financial analysis
  • To enhance data visualisation techniques for creating impactful financial reports
  • To teach automation methods for streamlining repetitive accounting processes
  • To improve accuracy and efficiency in financial modeling and forecasting
  • To foster the ability to integrate Excel with other accounting software and tools

Upon completing this masterclass, delegates will not only be proficient in utilising Excel for accounting purposes but also be able to apply these skills effectively in their professional roles. This proficiency will lead to increased efficiency and accuracy in financial reporting and analysis, greatly benefiting their organisations.

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What’s Included in this Excel for Accountants Masterclass?

  • World-Class Training Sessions from Experienced Instructors
  • Excel For Accountants Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Excel for Accountants Masterclass. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Excel for Accountants Masterclass, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Excel for Accountants Masterclass. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Excel for Accountants Masterclass sessions.


Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience


State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible


Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment


Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Excel for Accountants Masterclass at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.


Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs


Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.


Team building opportunity

Our Excel for Accountants Masterclass offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings


Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Excel for Accountants Masterclass FAQs

Microsoft Excel, also known as MS Excel, is a spreadsheet program developed by Microsoft Corp. MS Excel has various tools and methods for arranging, sorting, visualising, representing, and analysing data.
There are no formal prerequisites to attend this Excel for Accountants Masterclass. However, having some basic understanding of operating desktop or PC and Excel can be beneficial for the delegates.
This Excel for Accountants Masterclass is designed for anyone who wants to gain in-depth knowledge about Microsoft Excel' features to handle and manage a large amount of data and improve their productivity.
MS Excel will improve your professional knowledge and enhance your analysing techniques. Nowadays, Excel is crucial and is needed in almost all areas of work and knowing Excel before applying and starting a new job will make you more productive and aids to boost your growth opportunities at the workplace. Having Excel skills will further improve your job prospect and help you to land a job in a more prestigious organisation with handsome pay.
Excel is still the tool of choice in the accounting and finance industry. It allows you to conduct an in-depth qualitative analysis, which is one of the reasons it's so popular among accounting and finance professionals. Most accounting firms rely on Excel to estimate and enable a company's growth and to assist decision-makers in determining what a system requires and what modifications should be made.
This course is [ ] day(s)
Microsoft Excel has spreadsheet features and numerous capabilities for doing sophisticated mathematical computations. It also includes a variety of add-ons for modelling and financial forecasting and seamless integration with external data to allow users to import or export banking and financial data to and from other accounting software platforms.
During this Excel for Accountants Training course, you will learn to organise the data, including how to lay it out, label it, keep it separate from other information, edit it, and so on. You will also learn about different ways to use lists for setting up financial analyses that are more sophisticated than just looking at transactions.
The price for Excel for Accountants Masterclass certification in Philippines starts from $1595
The Knowledge Academy is the Leading global training provider for Excel for Accountants Masterclass.
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Why choose us


Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.


Many delivery methods

Flexible delivery methods are available depending on your learning style.


High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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