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204 students
Do Your Own Accounts
Use a Simple Excel Spreadsheet to Manage Your Bookkeeping, Cut Accountancy Fees and Save Time
Created byLisa Newton
Last updated 1/2022
English
What you'll learn
- Set up and use a simple Excel cashbook spreadsheet to record all your business income and expenses
- Understand the basic principles of bookkeeping, financial statements and the balance sheet
- Produce a profit and loss account automatically using the included Excel template
- Prepare your records ready for your self-assessment tax return or accountant submission
- Understand what the numbers in your accounts actually mean for your business
- Save time and reduce accountancy fees by keeping your books in better shape throughout the year
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Course content
4 sections • 13 lectures • 1h 39m total length
Requirements
- Basic Excel skills are needed - you'll need to be able to open, navigate and enter data into a spreadsheet.
- No accounting knowledge is required whatsoever.
Description
If you're running a small business and spending more time worrying about your accounts than actually growing your business, this course will change that.
Most small business owners and sole traders don't need expensive accounting software. They need something simple, reliable, and easy to maintain - something they can actually understand. That's exactly what this course gives you.
In just 90 minutes, I'll walk you through how to use a straightforward Excel cashbook spreadsheet to manage all your business income and expenses. No accounting jargon. No complicated software. Just a practical system that works.
The included Excel template acts as both a cashbook and a profit and loss statement - automatically. You fill in your transactions, and it does the heavy lifting. It's designed to comply with standard accounting principles, so it works whether you're filing a UK self-assessment tax return or providing accounts to an accountant anywhere in the world.
I use a fictional company and real bank statement examples to show you exactly how the system works in practice - so by the end of the course, you'll know precisely what to do with your own numbers.
One of the biggest benefits students report is the reduction in their accountancy fees. When your books are clean, organised and well-maintained, your accountant spends less time sorting them out - and charges you less as a result.
No accounting knowledge needed. No expensive software. Just a simple system that saves you time, reduces stress, and keeps your finances under control. Enrol today and take back control of your books.
Who this course is for:
- Entrepreneurs, sole traders and small business owners who want a simple, no-fuss way to manage their own bookkeeping without expensive software
- Home-based and micro businesses who don't need Sage, QuickBooks or Xero — just a clean, effective Excel solution
- Anyone who wants to get their accounts in better shape before handing them to an accountant — and reduce the bill in the process