Course Description

Synopsis:

This two-part series provides a practical introduction to using Microsoft Excel for essential bookkeeping and inventory management functions in small businesses. Participants will learn how to leverage spreadsheets to record and organize financial transactions, prepare basic financial reports, and develop simple inventory tracking systems that support day-to-day business operations.

1. Basic Bookkeeping in MS Excel

Learn how to record and classify transactions, perform basic bookkeeping, and prepare key financial statements, including the Statement of Profit or Loss and Statement of Financial Position (Balance Sheet), using Excel.

2. Basic Inventory Management in MS Excel

Learn how to create a simple inventory tracking template, value closing inventory, and determine reorder points to help maintain optimal inventory levels and avoid stock shortages.

This course is delivered through videos, hands-on activities and supplementary reading materials, providing a practical and flexible learning experience.


Intended For:

  • Finance Professionals/ PAIB
  • Business Owner

 

Competency Mapping: 

  • CPE Category 5 = 1.0 CPE Hour
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Learnsignal

Learnsignal is a global leader in online education for accountancy and finance professionals. With a presence in over 162 countries, the platform empowers more than 40,000 learners to achieve their career goals through the commitment to delivering high-quality, accessible and affordable education tailored to the needs of busy professionals.

Course Rating

Speaker's Rating

Fundamentals of Bookkeeping and Inventory Management in MS Excel

1 CPE Hour

Lesson(s)

14

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