Accounting and Bookkeeping Courses

Overview: This course is designed to introduce you to the Macro environment of Excel, it will provide you with the confidence to record macros in Excel and then be able to gain a better understanding of the code and make changes to it.

We even teach you some commands that cannot be recorded, such as how to show a message to the person who runs the macro.

It will not turn you into a fully-fledged programmer, but you will feel more confident in the Visual Basic Editor, and thus be able to explore more aspects of programming in Excel.

For example, if you record a macro before the course and you make a mistake in the recording, you invariably have to start the recording again. After this course you will be able to step through the code, decide what you wish to keep and what you wish to get rid of, then record an extra part and add it to the code you kept thus running all the code at once.

Important Note : An Excel Macro is created from lines of code of Visual Basic for Applications. These lines of code are stored in a collection called a 'Macro' or a 'Procedure'. It all depends on which angle you are coming from. If you're a programmer, you call these lines of code a Procedure; if you are an advanced user of Excel you call these lines of code a Macro.

Overview: This outline below contains an overview of a wide range of features within Excel that when used together can be used to create interactive visual reports and dashboards. The course will show delegates how these features can be used individually to present data but can also be used in combination to make powerful and insightful reports.

The course content has been pulled from a mix of our Excel courses, some content will be recapped to ensure all delegates are at the same level as they are used in conjunction with each other to effectively present data and build reports.

Overview: This course is split into 3 main areas:

1. Get and Transform (Power Query)
2. Power Pivot - Data Models and DAX calculations
3. Dashboard Creation with Pivot Tables, Charts and Slicers

It is aimed at users who want to analyse data from multiple sources and want to create effective data dashboards.
This course will be delivered on Excel 2016 or above and using generic data files that aim to appeal to a wide audience.

Overview: This course is designed to help users get the most from the advanced functions in Excel. Advanced Lookup and Reference functions to help you gather data, Text functions to organise and validate the data, Logical functions to analyse the data. You will use the advanced features of Microsoft Excel to attain a high degree of proficiency as an Excel power user within the area of writing functions.

Overview: Microsoft Excel is a spreadsheet program that can be used for storing, organising and manipulating data.

This Excel introductory course will enable delegates to gain a good general understanding of the main features of Microsoft Excel, giving them the ability to produce standard spreadsheets, create formulae and format and print spreadsheets.

Overview: In Microsoft Office Excel Level 1, delegates created, edited, formatted, and printed basic spreadsheets. This course will enable delegates to streamline repetitive tasks and display spreadsheet data in more visually effective ways. The target students for this course are students who desire to gain the skills necessary to create spreadsheets from scratch using more advanced functions and formulas, sort and filter data, analyse data and present data in visual and vibrant ways.

Overview: This course will benefit those who are already up to speed with Microsoft Excel but would now like to automate some common tasks and apply advanced analysis techniques to more complex data sets. This Excel course is aimed at anyone desiring to gain the skills necessary to create macros, audit and analyse worksheet data, create Excel PivotTables and Excel PivotCharts, use lookup tables and import and export data.

Overview: This hands on one day course is designed to introduce managers and business owners who do not have a background in finance to the financial reports, concepts and terminology which they are likely to come across in business management.

It gives an introduction to the background and principles of UK accounting, and examines the most commonly used management reports which will give an understanding of the business from a finance perspective.

Dummy company data and reports will be used on open group courses, however for a more tailored analysis bespoke training can use your own company reports within the exercises.

Overview: We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

The Sage workshops follow on from the Level 1 and 2 courses, looking in detail at some specific Sage program areas.

Overview: We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

This course introduces the Sage Accounting program, and is ideal for those with a small amount of book keeping / financial knowledge, but who are new to Sage. It covers the basics of how Sage works, along with all of the day to day transactions which you are likely to come across when using Sage Accounts programs day to day.

Overview: We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

This course follows on from the Introduction to Sage Accounts course, to look at some of the more intricate or less common tasks you might need to undertake.

Overview: We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

This course is aimed at those who need to process Payroll on a Sage 50 system. It will give you all of the information necessary to set up Sage 50 Payroll to suit your business, and to process day to day transactions including:

making payments, deducting PAYE and NI, processing attachments, student loans and statutory payments. It will also cover calculating how much you need to pay to HMRC each month, and submitting information to HMRC as and when required. This 2 Day course also covers calculating and recording holidays and pensions in detail, as well as further options including timesheet entry, nominal link to Sage Accounts, loans, statement of employment & personnel information.