Excel for Accounting Course

The Excel for Accounting Course is tailored to enhance professionals' efficiency in managing financial data. Covering essential and advanced Excel tools, this course prepares learners to streamline accounting processes and improve decision-making accuracy.

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Learning Options

Online self paced
Virtual

Online Video-Based Learning
Flexible Schedule
Expert Trainers with Industry Experience
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Interactive Learning Materials

Overview

The Excel for Accounting Course equips professionals with the skills needed to leverage Excel effectively for accounting and financial analysis. By mastering key Excel functionalities, learners gain a competitive edge in handling financial data, automating calculations, and creating insightful reports.

Excel is a cornerstone tool for accountants, enabling precise data analysis and efficient task automation. This course delves into advanced Excel features such as PivotTables, data validation, conditional formatting, and financial formulas, ensuring learners are proficient in managing and analysing complex financial datasets.

This 1-day course offered by MPES includes practical exercises, case studies, and real-world applications, empowering learners to optimise their workflow and enhance their accounting proficiency. Upon completion, learners will be equipped with the expertise to handle financial data confidently and add value to their organisations.

Course Objectives

Master essential Excel tools for accounting and financial management.
Learn advanced functions such as VLOOKUP, HLOOKUP, and INDEX-MATCH.
Automate repetitive tasks using macros and formulas.
Develop expertise in financial modelling and forecasting.
Create professional financial reports with PivotTables and charts.
Enhance decision-making accuracy through data analysis techniques.

Average completion time

1 Month

with unlimited support

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Course Includes

Course Details

Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.

Entry Requirements

Basic Excel Knowledge: Learners should have a fundamental understanding of Excel.
Accounting Background: A basic knowledge of accounting concepts is recommended.
Language Proficiency: Proficiency in English is necessary, as course materials are in English.

Learning Outcomes

Develop advanced Excel skills tailored to accounting tasks.
Automate calculations and processes to save time and improve accuracy.
Analyse and interpret financial data effectively to make informed decisions.
Create professional reports that enhance communication with stakeholders.

Target Audience

This course is ideal for professionals seeking to enhance their Excel skills for accounting. It caters to individuals aiming to streamline accounting workflows and gain expertise in financial analysis. This includes:

Accountants
Financial Analysts
Bookkeepers
Business Managers
Small Business Owners

Course content

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

MPES Support That Helps You Succeed

At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.

MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
Get expert guidance from tutors available online to assist with your studies.
Check your eligibility for exemptions with the relevant professional body before starting.
Our supportive team is here to offer study advice and support throughout your course.
Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.

Career Growth Stories

Discover how MPES Learning transforms careers with real success stories.

Aaron Allcote

As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.

Aaron Allcote

Finance Officer

Bob Beaumont

I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.

Bob Beaumont

Senior Accountant

Arvy Pasanting

As a qualified accountant, studying with MPES has been very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just at excel in my current role as an auditor, but also inspired me to expand my horizons.

Arvy Pasanting

Audit Senior

David Ford

I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising online learning opportunities that fit around the needs of my employer.

David Ford

Accountant

Aaron Allcote

Aaron Allcote

Finance Officer

Bob Beaumont

Bob Beaumont

Senior Accountant

Arvy Pasanting

Arvy Pasanting

Audit Senior

David Ford

David Ford

Accountant

Have Questions? We’ve Got You

If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.

Q. Do I need prior experience in accounting to take this course?

While a basic understanding of accounting is helpful, the course is designed to cater to both beginners and experienced professionals.

Q. What skills will I gain from this course?

You will master advanced Excel tools, enabling you to manage financial data efficiently, automate tasks, and create insightful reports.

Q. How will this course benefit my career?

This course enhances your Excel proficiency, enabling you to perform accounting tasks more effectively, streamline processes, and make data-driven decisions, boosting your professional growth.

Q. Is this course suitable for non-accountants?

Yes, the course is also beneficial for professionals managing financial data or aiming to improve their Excel skills for business purposes.

Q. Will I receive a certification after completing this course?

You will receive a course completion certificate. The course focuses on practical Excel skills rather than formal accreditation.

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Resources

Access a wide range of free resources to support your learning journey. From blogs to news and podcasts, these valuable guides are available at no cost to help you succeed.