Bookkeeping and Accounting

A comprehensive workshop for anyone who comes into contact with the day-to-day functions of the company's books and financial routines

Course Outline

A comprehensive workshop for anyone who comes into contact with the day-to-day functions of the company's books and financial routines. You need to attend if:
• You come into contact with any bookkeeping or accounting tasks.
• You are an entry-level person needing to expand your knowledge and skills for a better employment future.
• You are a business owner, manager or entrepreneur who manages the day-to-day activities of your business.

You will learn: • Learn and understand the theory of accepted bookkeeping & accounting principles!
• Participate in exercises that will give you the necessary skills to perform proper bookkeeping &
accounting functions!
• Learn some of the key Tricks-of-the-Trade that will make you look like an expert!
• Learn trade secrets which are rarely documented such as keeping multiple sets of books - legally!

Course Outline Course Summary: Day 1

• Purpose of bookkeeping
• Accounting cycle
• The fundamental accounting equation
• Accounting principles and concepts
• Double entry bookkeeping (Debits and Credits)
• Accounts
• The Journal
• General Ledger
• Trial Balance
• Journal entries
• Adjusting entries
• Summary journals
• Control Accounts and Subsidiary Ledgers
• Balance Sheet and Income Statement
• Year-end considerations

Course Summary: Day 2

• Purpose of Financial Accounting
• Financial Statements

• Petty Cash
• Cash & internal controls
• Proper banking techniques
• Prepaids
• Inventory
• Investments
• Capital Assets
• Amortization
• Long Term Liability (current portion)
• Income Tax
• Ratios

• Preparing for year-end
• Budgets and Planning
• Cash Budget
• Capital Budget
• Accounting Department Benchmarks

• Variance analysis (Y/Y-Budget)
• Cost analysis
• Payables ( Terms – cash flow, Discounts)
• Receivables (Terms – cash flow)
• Purchasing (PO System)
• Fixed Assets
• Risk (insurance)
• Credit Limits – customers
• Back-up
• Offsite/disaster recovery

Additional Details

Pre-Requisites

Certificates offered

Certificate of completion

Cancellation Policy

A full 5 business days notice is required to change or cancel any course date.

Once payment has been received, a credit will be held in your account if we have received sufficient notice of your cancellation or date change (we do not provide refunds). If insufficient notice is received, the entire fee or Tickets for that course date will be charged.

There is no charge for substitutions. If you cannot attend your course and cannot provide the 3 business days notice, you can send someone else in your place with no penalty.

Course Retake

If you cannot provide 5 business days notice of cancellation, you may take the course at a later date at no further charge with the following conditions.

1. You must take the course within 6 months of the original course date (no exceptions). After that time, the full course fee will be charged again.

2. Registration is on a stand-by basis only. If the course date you select becomes fully booked you will be asked to choose another date, which must be within 6 months of the original course date.

3. If you need to change or cancel your free re-take course, we must receive a full 5 business days notice of the change. If insufficient notice is received, this offer no longer applies and the full course fee will be charged again, should you choose to book another date.

4. This course is not transferable to another person. It must be taken by the same person who was scheduled for the original course.

5. This offer applies to the same course only (same software program, same course level and the same software version as was originally booked).

Map & Reviews

Excel Training Toronto
[ View Provider's Profile ]

North York Training Centre
2 Lansing Square, Suite 505
(Victoria Park Ave. & Sheppard Ave. E.)
North York, Ontario
Canada   M2J 4P8

Reviews

 

This course has not yet been rated by one of our members.

If you have taken a course through this vendor please log into your account and leave feedback for this vendor. You will be helping ensure our members get directed to the best training facilities.

Here are some reviews of the training vendor.

   

Well run, good pace given that all three versions of Project had to be covered simultaneously.

Reviewed by Sandy B. 2012

   

Perhaps give option for 1/2 hour lunch as not familiar with area and just passing time during the break.

Reviewed by Robin M. 2012

   

I think the intermediate course could be taught in 1 day rather than 2

Reviewed by Denise S. 2012

   

The instructor, Katie Geoghan was phenomenal. Her energy and level of expertise were wonderful. This is the best class I have ever attended and I learned so much from it.

Reviewed by Karen C. 2011

   

Too much material to cover, did not really learn what I went for. One hour is way too long a break, especially since you can't work on your own, you need the instructor to be present. We went to learn, not eat.

Reviewed by Charles N. 2011

   

I was extremley impressed with the Instructor, Katie Geoghegan. Katie was very outgoing and easy to talk to. No questions was a "stupid" question. She went thru the course manual step by step. She made sure that everyone understood what they were doing before we moved on. She was very pleasant thru out the day. I walked out of that cours feeling very confident.

Reviewed by Hala M. 2011

   

The course was excellent and the instructor was very helpful and knowledgeable. I am recommending this course to my colleagues.

Reviewed by Gayle L. 2011

   

I had no previous exposure to Pivot Tables and was a bit apprehensive at the start of the course, however the presenter made it really easy to grasp the concepts and made sure I was learning at the same pace as the rest of the class, which I really appreciated!

Reviewed by Ferzin W. 2011

   

recommend you update the content to Exchange SP1

Reviewed by Patrick H. 2011

   

Really enjoyed the course and and Katie G the instructor was absolutely fantastic. I would definately take another course with her for excel in the near future.

Reviewed by Eliscia D. 2011

   

Material covered too quickly. No opportunity for exercises.

Reviewed by Harley S. 2011

   

I had already filled out an evaluation for this course at the end of the course so I am not sure why I have to do it again???

Reviewed by Cathy M. 2011

   

Instructor needs to use breath mints. As to the course, it's understood that there was a great deal to cover in two short days. However, I did feel we didn't have enough time to work with individual elements (through exercises) to get a solid personal grasp. It's one thing to listen to someone talk about a procedure. You do not learn until you have a chance to do it. Also, we weren't given a final exercise of designing a simple page to try to bring together all the material presented.

Reviewed by Terry G. 2011

   

A lot of information to cover in one day. Maybe 2 days would be better to adsorb info and have more for excerises. The handout was not easy to read as it was very small font and the print was too light/faded (almost like it needed a new toner).

Reviewed by Katherine S. 2011

   

Great instructor

Reviewed by Victoria S. 2011