The Ultimate Accountant Productivity Bundle

**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 2024

• 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.

QuickBooks Online Beginners

• Recognize 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 Modeling

• The 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 Management

• Distinguish 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 Toolkit

• Navigate 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:

1. 22 hours of video tutorials

2. 180+ individual video lectures

3. Course files to follow along

4. Certificate of completion