Course information

Excel for Accountants Masterclass 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 in Richmond 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 masterclass 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. However, participants should have a basic understanding of accounting principles and Microsoft Excel functionality.

Excel for Accountants Masterclass Overview

The Excel for Accountants Masterclass is a specialized Microsoft Excel Training in Richmond 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 modeling, and reporting. The Excel for Accountants Masterclass in Richmond 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 in Richmond 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 visualization 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 visualization 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 in Richmond, delegates will not only be proficient in utilizing 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 organizations.

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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

Why choose us

Our Richmond venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Richmond is situated within Virginia, United States, as well as it being the capital of the Commonwealth of Virginia, it is also the fourth most populated city within the state as it is home to an estimated 217,853 people in 2014 and is the third most populated metro within the state with an estimated population of 1,260,029 people. Schools within Richmond include 36 private schools some of which are St. Bridget School, Southside Baptist Christian School, Brook Road Academy, St. Catherine's School and St. Christopher's School as well as 28 elementary, 9 middle and 8 high schools which are run by the city of Richmond and enrol around 24,000 students. There is also one of the public charter schools the Patrick Henry School of Science and Arts within Richmond. Richmond is also home to one Governors school that was ranked 16th within America’s best high schools overall in 2012 which is the Maggie L. Walker Governor's School for Government and International Studies. Universities and colleges within Richmond are either public or private, some of the public institutes include Virginia Commonwealth University and J. Sargeant Reynolds Community College, and the private institutes include Virginia Union University, ECPI College of Technology, University of Richmond, Union Theological Seminary & Presbyterian School of Christian Education and the Virginia College.

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Address

Sun Trust Center Downtown
919 E. Main Street, Suite 1000
Richmond
Virginia
23219

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Richmond. 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 Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Richmond, 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.

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

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The training fees for certification in Richmond starts from $1595
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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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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"

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