The Ultimate Accountant Productivity Bundle

What you’ll learn
Understand the importance of QuickBooks for managing finances in business.
Navigate QuickBooks Desktop confidently to manage files, users, and backups.
Customize QuickBooks Desktop for specific company and business needs.
Perform daily operations seamlessly, including creating estimates, invoicing, and managing payments.
Develop skills to streamline financial processes and make informed decisions.
Recognize QuickBooks Online’s role in efficient transaction recording.
Navigate QuickBooks Online and set up companies and chart of accounts.
Analyze financial statements for informed decision-making.
Gain practical skills by simulating a company in QuickBooks Online.
Create and analyze detailed financial reports.
Integrate third-party apps with QuickBooks Online to automate tasks.
Track income and expenses by project using the Projects feature.
Automate recurring transactions to reduce manual work and minimize errors.
Manage inventory and non-inventory items.
The basics of financial modeling and forecasting using Excel.
The purpose of financial forecasting and how to build a sound financial model.
How to go through the three financial statements (balance sheet, income statement, and cash flow statement).
How to define your forecasting objectives and identifying key variables and drivers.
Analyzing financial forecasts using ratio analysis and future trends in forecasting.
Distinguish between risk, uncertainty, and randomness.
Describe risk budgeting and understand its role in risk governance.
Define, classify, and distinguish between financial risks.
Distinguish between risk prevention and avoidance.
Define and apply the concepts of self-insurance, risk shifting, and risk transfer.
Navigate and format data in Excel efficiently and grasp Excel formulas and functions.
Import and deduplicate files using advanced functions like XLOOKUP.
Record journal entries for assets, expenses, income, and liabilities.
Link accounts in QuickBooks Online, ensuring consistently updated records.
Prepare a trial balance and pass adjusting entries at the end of an accounting period.
Develop an insightful overview of financial statements.
Decode a company’s financial health through various ratio analyses.
Efficiently reconcile accounts using both Excel and QuickBooks Online.

Requirements
Basic knowledge of finance and accounting principles is beneficial.
QuickBooks Desktop 2024 installed on your computer and/or access to QuickBooks Online is helpful to follow along.
The QB Desktop course was created on a Windows/PC. While the Mac version has similar features, there are some features that are different compared to the Windows version.
Access to MS Excel and QuickBooks Online is beneficial to follow along.
Basic understanding of Excel is needed for some of the courses.

Description
**This bundle includes practice exercises, downloadable files, and LIFETIME access**Welcome to The Ultimate Accountant Productivity Bundle, a meticulously curated course collection designed to elevate your understanding and application of QuickBooks, financial modeling, risk management, and  Excel for data analysis. Whether you use QuickBooks Desktop or the Online version, this great-value six-course bundle has you covered. It also gets you full access to courses on financial forecasting and modeling, financial risk management, and Excel for accountants, to help boost your accounting and business productivity.The only prerequisites to these courses are a basic understanding of finance and accounting, access to the applications used and taught in this bundle, and an eagerness to learn.QuickBooks Desktop 2024Understand the importance of QuickBooks for managing finances in business.Navigate QuickBooks Desktop confidently to manage files, users, and backups.Customize QuickBooks Desktop for specific company and business needs.Perform daily operations seamlessly, including creating estimates, invoicing, and managing payments.Develop skills to streamline financial processes and make informed decisions.QuickBooks Online BeginnersRecognize QuickBooks Online’s role in efficient transaction recording.Navigate QuickBooks Online and set up companies and chart of accounts.Customize QuickBooks Online for specific company needs.Perform tasks like creating estimates, invoicing, and managing payments.Analyze financial statements for informed decision-making.Accurately reconcile bank statements.Gain practical skills by simulating a company in QuickBooks Online.Utilize QuickBooks Online for optimized accounting and decision-making.QuickBooks Online Intermediate Customize the QuickBooks Online interface.Reconcile bank accounts with QuickBooks Online.Create and analyze detailed financial reports.Integrate third-party apps with QuickBooks Online to automate tasks.Track income and expenses by project using the Projects feature.Automate recurring transactions to reduce manual work and minimize errors.Manage inventory and non-inventory items.Financial Forecasting and ModelingThe basics of financial modeling and forecasting using Excel.The purpose of financial forecasting.How to build a sound financial model.The role of forecasting in strategic planning.How to go through the three financial statements (balance sheet, income statement, and cash flow statement).How to define your forecasting objectives.Identifying key variables and drivers.Analyzing financial forecasts using ratio analysis.Future trends in forecasting.Financial Risk ManagementDistinguish between risk, uncertainty, and randomness.Understand the importance of risk governance.Describe risk budgeting and understand its role in risk governance.Recognize the difference between idiosyncratic and systematic risks.Define, classify, and distinguish between financial risks.Identify and understand the principles of credit, foreign exchange, interest rate, and operational risk.Distinguish between risk prevention and avoidance.Define and apply the concepts of self-insurance, risk shifting, and risk transfer.Realize insurance as a way to transfer risks.Recognize outsourcing and derivatives as two ways of shifting risk.The Accountants Excel ToolkitNavigate and format data in Excel efficiently and grasp Excel formulas and functions.Import and deduplicate files using advanced functions like XLOOKUP.Understand accounting principles and the accounting cycle.Understand the fundamentals of assets, expenses, liabilities, and income.Record journal entries for assets, expenses, income, and liabilities.Link accounts in QuickBooks Online, ensuring consistently updated records.Prepare a trial balance and pass adjusting entries at the end of an accounting period.Develop an insightful overview of financial statements.Decode a company’s financial health through various ratio analyses.Efficiently reconcile accounts using both Excel and QuickBooks Online.This course bundle includes:22 hours of video tutorials180+ individual video lecturesCourse files to follow alongCertificate of completion

Who this course is for
Small business owners looking to manage their finances, invoicing, and expenses efficiently.
Finance professionals transitioning to digital tools.
Those using QuickBooks for a small business.
If you own a small business, freelance as a bookkeeper, or simply manage your company’s accounts in QuickBooks, you’ll love this straightforward and up-to-date course!
Those who want to understand the essentials of risk management.
Those looking to use Excel and QuickBooks online for their accounting needs.
Those who want to utilize Excel for data analysis and explore the Analysis Toolpak.
This course does NOT serve as a preparation for the FRM exams but is a helpful additional resource.