
Download and install the latest Python version, and add Python to the PATH. Then install Jupyter notebook using the command prompt and wait for the process to complete.
Launch and navigate a Jupyter notebook to create and rename notebooks, organize folders, run cells, and use keyboard shortcuts like A, B, and D. Explore Python basics through variables, data types, and expressions, including int, string, boolean, order of operations, type checks, and basic financial calculations like gross margin and net income.
Learn how to work with strings in Python, using single and double quotes, the print function, string concatenation with plus, variables, len, and newline.
Learn to create and index Python lists, from empty and single element lists to lists of lists, using zero-based indexing and Excel sheet analogies.
Combine three lists using the plus operator, append items, and remove elements with pop by index or with a negative index for the last item, assigning the popped value.
Learn to export a profit and loss to csfi, load it in python, parse a list of lists, locate total income, convert to floats, and compute monthly income changes.
Explore tuples as immutable lists created with parentheses, enabling data integrity by preventing changes; index, slice, and measure length with len, mirroring list behavior.
Learn Python string slicing by treating strings like lists, using left, right, and middle portion techniques to extract color and SKU components with index and negative index examples.
Explore sets in Python, featuring unique elements, empty sets created with set(), adding numbers, and converting lists to sets to obtain unique elements.
Explore dictionaries in Python, using curly braces to map keys to values, retrieve by key, and add or update key-value pairs, and use keys, values, and items for iteration.
Learn to use functions daily, pass arguments, and see how a function returns six. Explore x match with lookup value and array, and consider data types in Python.
Learn how to define and call functions in Python, pass and return arguments, and manage scope. Explore indentation, memory, and writing readable, single-task functions.
Explore the DuPont equation to calculate return on equity by building profit margin, asset turnover, and financial leverage functions, then combine them in a dictionary-driven workflow.
Explore how Python objects model data and behavior with an invoice object, detailing attributes like customer and due dates, and methods like calculate sales tax and email invoice.
Create objects from a class template using init, access attributes with dot notation, and call methods to process data, illustrated by an invoice example.
Master Python if statements by using true or false conditions, colon and indentation, then apply else and elif with operators like ==, >, < and >= in accounting contexts.
Master for loops in Python for accountants, learning to iterate over lists, dictionaries and tuples, unpack tuples, access items, keys, values, and use range for repetition.
Explore Python while loops, including how to prevent infinite runs with time.sleep and conditions. Implement loop control with break, continue, and pass, and use else and f-strings for dynamic output.
Analyze balance sheet and profit and loss in Python to apply Dupont equation using beginning balances. Export CSV to stabilize columns, and work in Jupiter notebook to organize functions.
Master the flow of financials by importing modules, setting directories, and loading balance sheets (January–March) to validate variables and prepare for a Dupont analysis and chart-of-accounts work.
Create a Python script to capture total income, cost of goods sold, net income, and net sales, and track advertising, depreciation, wages, and interest expense with variables and lists.
Learn to analyze a profit and loss statement in Python by locating total income and cost of goods sold, mapping accounts with the chart of accounts, and building dynamic code.
Turn total income into a dictionary, assign each account a row index, and use that index to fetch monthly totals like June from the profit loss data.
Apply the Dupont equation to financial statements by mapping accounts, iterating months with for loops, and updating net income, net sales, and balance sheet figures.
Learn to map balance sheet accounts in Python, compute total assets and equity, and troubleshoot data structures and month-based indexing to print the DuPont equation monthly.
Analyze financial data with Python by converting string values to floats, building a list of lists for csv and csfi reports, and printing calculated percentages for monthly analysis.
Build a Python-based financial analysis workflow by creating an analysis file, using a writer to append rows, and generating a full analysis from a basic profit and loss.
This course is directed at professional Accountants who are already skilled in Microsoft Excel. As such we will often reference how excel works and try to translate that into Python.
This course is not designed to teach you everything about Python. The course will skip over many aspects of Python that are not necessary for accountants. If you're looking to geek out on Python and learn every aspect of the language this course is not for you.
What this course is:
This course will give you the basic to start your journey learning Python. Learning Python will transform you into the most efficient accountant your company has ever seen. This course will teach you critical aspects of Python that accountants need to know without wasting your time.
In my journey to learn Python and create this course I've done the following:
Spent hundreds of hours going through tutorials where only 15% of the information was relevant to accountant
Spent thousands of dollars paying full blown software engineers to tutor me where every tutorial fell short
Painstakingly failed countless number of times before finding the "right" way to do almost every accounting tasks
Spent all my nights and weekends for months compiling everything I've learned
Wrote and rewrote every lesson until I felt they had everything you need without wasting time on things you don't
Now you can learn python in a relevant way that impacts your job performance faster.