Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course introduces you to essential bookkeeping principles while teaching you how to effectively use Excel for financial management. It covers key concepts like debits, credits, and financial statement preparation, ensuring a solid foundation in bookkeeping fundamentals. You'll explore financial reports, including the Balance Sheet and Profit & Loss Statement, to understand a business's financial health. In addition to core bookkeeping concepts, the course focuses on Excel's role in organizing and analyzing financial data. You'll learn functions such as SUMIF and VLOOKUP for managing and sorting information efficiently. Best practices for data entry, formatting, and error checking will ensure your records are accurate and easy to interpret. As you progress, you'll build skills to create professional financial reports in Excel, analyze trends, and use data to support business decisions. The course offers practical examples, templates, and exercises to help you apply the lessons directly to real-world financial management tasks. By the end, you'll have the confidence to handle bookkeeping in Excel independently.
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Key Takeaways
Upon completion of this course, learners will be able to:
- Design a basic bookkeeping structure in Excel, including a chart of accounts, monthly ledgers, and transaction records.
- Automate ledger balances and transaction flow using Excel functions such as IF, SUMIFS, and cell referencing.
- Generate a monthly profit summary by linking income and expense ledgers with built-in calculations.
- Apply formatting, validation, and linking techniques to ensure clarity, consistency, and accuracy in financial records.
Who Will Benefit
This course is ideal for beginners, small business owners, and administrative or finance professionals who want to build practical bookkeeping skills using Excel. It helps them confidently manage financial records, automate calculations, and produce accurate reports to support day-to-day financial decision-making.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal. You can also access your course through the Blackboard Learn app (iOS or Android).
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Learnsignal is a fully online accountancy and finance training provider, partnering with institutes around the world to deliver expert CPD training and help accountants of all levels upskill and grow their careers. With headquarters in Dublin, and a wealth of heritage in the education and accountancy training industry, Learnsignal have quickly become one of the largest Online Training Providers in the world.