About This Course
Understand and Implement Basic Bookkeeping Principles - 5 Courses in this Bundle
-
Basic Bookkeeping
-
Budget and Financial Reports
-
Business Writing
-
Excel 365 Essentials
-
Administrative Office Procedures
1. Basic Bookkeeping: Understand and Implement Basic Bookkeeping Principles
Whether working in someone else’s business or your own business it’s important to understand financial matters. Understanding bookkeeping basics may be the key to keeping your fiscal matters running smoothly and efficiently
The Basic Bookkeeping Course Online is the short and sweet answer to your problems. From accounts receivable to accounts payable, from loans to payments, this short course covers everything you’ll need to know.
More importantly, the bookkeeping certification course is essential and practical, providing an effective outline and practical tools to help you manage key financial matters.
By the end of this Basic Bookkeeping online Short Course, you will be able to:
- Understand basic accounting terminology
- Identify the differences between the cash and accrual accounting methods
- Keep track of your business by becoming familiar with accounts payable and accounts receivable
- Use a journal and general ledger to document business financials
- Utilize the balance sheet
- Identify different types of financial statements
- Uncover the reasons for and actually create a budget
- Be familiar with internal and external auditing
2. Budget and Financial Reports: Back Your Business with Bulletproof Finance
Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.
The goal of this course is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.
By the end of this Budget and Financial Reports Online Short Course, you will be able to:
- Identify financial terminology
- Understand financial statements
- Identify how to analyse financial statements
- Understand budgets
- How to make budgeting easy
- Understand advanced forecasting techniques
- Understand how to manage the budget
- Identify how to make smart purchasing decisions
- Identify the legal aspects of finances
3. Business Writing: Become an Expert at Writing Effective Emails, Letters, Reports and More
We all know that writing is one of the most important methods of business communication for most people, whether its e-mails, memos, proposals, or major reports. Lots of people struggle with the composition of these. Sometimes it's because they don't have to do it very often so, therefore, it doesn't flow as easily as they would like, sometimes because they are new to a role, or just because it's not their favorite thing.
This Business Writing Online Short Course will provide:
- A quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) the things that we often miss especially when completing work under pressure; and
- An overview of some the typical business documents, letters, reports, proposals that you may have to deal with, with tips on structure, style etc.
Course Topics:
- Spelling
- Punctuation
- Writing the Letter
- Proposals Key Info
By the end of the Business Writing Online Short Course, you will be able to:
- Understand the function/purpose of all of the above.
- Utilize the tips and techniques provided here to determine an appropriate structure to use for your business artifacts in different situations.
- Define proofreading and understand the techniques in improving proofreading skills.
- Define peer review and list ways peer review can help improve business writing skills.
- Notice (and correct) common spelling and grammar issues in business writing.
- List guidelines in printing and publishing business writing
4. Excel 365 Essentials: Make Basic Changes Without Using a Computer Where Your Desktop Office Applications are Installed
Welcome to the Office 365 Excel Essentials course. With Office 365, you can access your spreadsheets anywhere, and make some basic changes without using a computer where your desktop Office applications are installed. In the Office 365 Excel web app, you can collaborate on a spreadsheet with anyone, no matter what version of Excel they have, and your changes are automatically saved.
The Office 365 experience is designed to render your documents to look exactly like they would when printed, from nearly anywhere in the world. This tool provides its users the freedom to work from anywhere.
By the end of this Excel 365 Essentials Online Short Course, you should be able to:
- Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
- Understand the Excel 365 browser interface
- Upload a spreadsheet to the Shared Documents library
- Download and reload workbooks
- Understand saving and collaborating
- Build, copy and edit formulas
- Understand the difference between Formulas and Functions
- Sort and filter data
- Collaborate with others on a spreadsheet
- Use alignment options
- Apply borders and fill color
- Insert and work with Tables and Charts
- Insert links
5. Administrative Office Procedures: Learn How Administrative Office Procedure Helps to Demonstrate Professionalism and Efficiency in an Organization
Administrative office procedures may not be glamorous, but they are essential to the success of any enterprise. A well run office reduces miscommunications and helps to eliminate common errors. By making the administrative office a priority, you will establish clear policies and procedures with employee understanding and buy-in, which ensures that your work environment runs smoothly.
With our Administrative Office Procedures Online Course, you will understand how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting. It is also a marvelous instrument for quick reference and utilization.Strategies and procedures are a vital connection between the company's vision and its everyday operations.
By the end of this Administrative Office Procedures Online Short Course, you will be able to:
- Organize a binder
- Develop procedures
- Prepare checklists
- Understand succession planning
- Collect the correct tools
Receive Lifetime Access to Course Materials, so you can review at any time.
For comprehensive information on units of study click the units of study tab above.
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Course Fast Facts:
- All courses are easy to follow and understand
- Only 6 to 8 hours of study is required per course
- Unlimited lifetime access to course materials
- Study as many courses as you want
- Delivered 100% on-line and accessible 24/7 from any computer or smartphone
- You can study from home or at work, at your own pace, in your own time
- Certificates
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Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.
Recognition & Accreditation
The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.
Units of Study
Receive Lifetime Access to Course Materials, so you can review at any time.
Bookkeeping Bundle And Organizational Skills Bundle, 5 Courses includes the following courses, below is a summary of each course:
Course 1 - Basic Bookkeeping
Module One - Introduction
Module Two - Basic Terminology (Part 1)
- Balance Sheet
- Assets
- Liabilities
- Equity
- Income Statement
- Revenue
- Cost of Goods Sold
- Expenses
- Accounting Period
Module Three - Basic Terminology (Part 2)
- Accounts Receivable
- Accounts Payable
- Depreciation
- General Ledger
- Interest
- Inventory
- Journals
- Payroll
- Trail Balance
Module Four - Accounting Methods
- Cash Method
- Accrual Method
- Differences between Cash and Accrual
Module Five - Keeping Track of you Business
- Accounts Payable
- Account Receivable
- The Journal
- The General Ledger
- Cash Management
Module Six - Understanding the Balance Sheet
- The Accounting Equation
- Double-Entry Accounting
- Types of Assets
- Types of Liabilities
- Equity
Module Seven - Other Financial Statements
- Income Statement
- Cash Flow Statement
- Capital Statement
- Budget vs Actual
Module Eight - Payroll Accounting / Terminology
- Gross Wages
- Net Wages
- Employee Tax Withholding's
- Employer Tax Expenses
- Salary Deferrals
- Employee Payroll
- Employee Benefits
- Tracking Accrued Leave
- Government Payroll Returns / Reports
Module Nine - End of Period Procedures
- Depreciating your Assets
- Reconciling Cash
- Reconciling Investments
- Working with the Trial Balance
- Bad Debt
- Posting Adjustments and Corrections
Module Ten - Financial Planning, Budgeting and Control
- Reasons for Budgeting
- Creating a Budget
- Comparing Budget to Actual Expenses
Module Eleven - Auditing
- What is an Audit?
- When and Why would you Audit?
- Internal
- External
Module Twelve - Wrapping Up
Course 2 - Budget and Financial Reports
Module One - Getting Started
Module Two - Glossary
- What is Finance?
- Commonly used Terms
- Key Players
- Important Financial Organisations
- Understanding GAAP
Module Three - Understanding Financial Statements
- Balance Sheets
- Income Statements (AKA Profit and Loss Statements)
- Statement of Retained Earnings
- Statement of Cash Flow
- Annual Reports
Module Four - Analysing Financial Statements (Part 1)
- Income Ratios
- Profitability Ratios
- Liquidity Ratios
- Working Capital Ratios
- Bankruptcy Ratios
Module Five - Analysing Financial Statements (Part 2)
- Long - Term Analysis Ratios
- Coverage Ratios
- Leverage Ratios
- Calculating Return on Investment (ROI)
Module Six - Understanding Budgets
- Common types of budgets
- What information do I need?
- Who should be involved?
- What should a budget look like?
Module Seven - Budgeting Made Easy
- Factoring in historical data
- Gathering related information
- Adjusting for special circumstances
- Putting it all together
- Computer based methods
Module Eight - Advanced Forecasting Technigues
- Using the average
- Regression Analysis
- Extrapolation
- Formal Financial Models
Module Nine - Managing the Budget
- How to tell if you're on track
- Should your budget be updated
- Keeping a diary of lessons learned
- When to panic
Module Ten - Making Smart Purchasing Decisions
- 10 questions you must ask
- Determining the Payback period
- Deciding whether to lease or buy
- Thinking outside the box
Module Eleven - A Glimpse into the Legal World
- A brief history
- The Sarbanes-Oxley Act
- CEO / CFO Certification
- 8th Company Law Directive
Module Twelve - Wrapping Up
Course 3 - Business Writing
PART ONE – THE BUILDING BLOCKS
Section One: Getting Started
- a quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) – the things that we often miss especially when completing work under pressure; and
- an overview of some the typical business documents – letters, reports, proposals – that you may have to deal with, with tips on structure, style etc.
Section Two: Spelling and Grammar
- Spelling
- Grammar
Section Three: Language and tone
- Clarity
- Conciseness
- Formality
- Focus
- Tone
Section Four: Sentences and Paragraphs
- Parts of a Sentence
- Sentence Length
- Punctuation
- Paragraphs
Section Five: Organization and Structure
- Organisation Approach
Section Six: Tools and Techniques
- The Reader
- The Requirement
- Write faster – effective writing
- Templates
- Proofreading
- Review/Peer Review
- The Appearance - Printing and Publishing
PART TWO – THE DOCUMENTS
Section Seven: Meeting Agendas
- The Basic Structure
Section Eight: E-mails
- Addressing your mails
- Brevity
- Formality
- Attachments
- Forwarding/replying
Section Nine: Business Letters
- The Basic Structure
- Writing the Letter
Section Ten: Proposals
- The Basic Outline
- Key information
- Sequence
- Choosing a Format
- Proposal Structure and Content
- Executive Summaries
Section Eleven: Reports
- Report Structure and format
Section Twelve: Requests for Proposal
- Requests for Proposals
Section Thirteen: Business Cases
- Business Cases
Section Fourteen: General Documentation
- General Documentation
Section Fifteen: Wrapping Up
Course 4 - Excel 365 Essentials
Module One: Getting Started
By the end of this course, you should be able to:
- Open and close spreadsheets
- Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
- Understand the Excel 365 browser interface
- Upload a spreadsheet to the Shared Documents library
- Differentiate between worksheets, workbooks, rows, columns, and cells
- Download and reload workbooks
- Use the Find Command
- Save a Copy
- Open in Editing View
- Open the spreadsheet in the Excel desktop application for more advanced features
- Understand saving and collaborating
- Create a new file
- Enter labels and values
- Edit data
- Use the Wrap Command
- Use cut, copy, and paste
- Use Undo and redo
- Add rows and columns
- Delete cells
- Understand shortcuts
- Build, copy and edit formulas
- Use absolute referencing appropriately
- Understand the difference between Formulas and Functions
- Use basic Excel functions, including SUM, AVERAGE, MAX, and MIN
- Understand Autocomplete
- Sort and filter data
- Collaborate with others on a spreadsheet
- Refresh and recalculate data
- Format text and numbers
- Use alignment options
- Apply borders and fill color
- Insert and work with Tables
- Insert and work with Charts
- Insert links
Module Two: Welcome to Office 365 Web Apps
- The Home Page
- The Team Site
- Shared Documents
- Uploading a Spreadsheet
Module Three: Worksheets and Workbooks
- Opening a Spreadsheet
- Overview of the Reading View
- Understanding Worksheets vs. Workbooks
- Downloading and Reloading
- Closing Spreadsheets
Module Four: Working with Excel Files
- Using the Find Command
- Saving a Copy
- Editing in Browser
- The Excel Web App Interface
- Opening in Excel
Module Five: Editing in the Browser (one)
- About Saving and Save As
- A New File and AutoSaving
- Entering Data
- Editing Data
- Using the Wrap Command
Module Six: Editing in the Browser (two)
- Cut, Copy, and Paste
- Using Undo and Redo
- Adding Rows and Columns
- Deleting Cells
- Using Timesaving Shortcuts
Module Seven: Building Formulas
- The Math Basics of Excel
- Building a Formula
- Editing a Formula
- Copying a Formula
- Relative vs. Absolute References
Module Eight: Understanding Functions
- Formulas vs. Functions
- Using the SUM Function
- Using Other Basic Excel Functions
- Using AutoComplete
Module Nine: Working with Data
- Sorting Data
- Filtering Data
- About Collaborating
- About Refreshing External Data
Module Ten: Formatting Your Data
- Changing the Appearance of Text
- Changing the Appearance of Numbers
- Setting Alignment Options
- Adding Borders
- Adding Fill Color
Module Eleven: The Insert Tools
- Inserting Tables
- Inserting Charts
- Working with Charts
- Inserting Links
Module Twelve: Wrapping Up
Course 5 - Administrative Office Procedures
Module One: Getting Started
By the end of this course, you will be able to:
- Organize a binder
- Develop procedures
- Prepare checklists
- Understand succession planning
- Collect the correct tools
Module Two: Why Your Office Needs Adminstrative Procedures
- Business Continuity
- Succession Planning
- Internal and External Audit Requirements
- Recovery Planning
Module Three: Gathering the Right Tools
- Binder
- Section Divider
- Sheet Protectors
- Cover to Cover Binders
Module Four: Identiyfing Procedures to Include
- Tracking Tasks for Some Days
- Reach Out to Other Employees for Feedback/Ideas
- Write Down Daily Tasks
- Keep Track Using a Spreadsheet
Module Five: Top Five Procedures to Record
- Use a Template to Stay Consistent from Track to Track
- Be as Detailed as Possible
- Use Bullet Points Instead of Paragraphs
- Ask Someone to Execute the Procedure
Module Six: What to Include in Your Binder (I)
- Phone Etiquette
- Business Writing
- Effective Time Management
- Creating Meeting Arrangements
Module Seven: What to Include in Your Binder (II)
- Policy on Absences
- Breaks
- Salaries
- Benefits
Module Eight: Organizing Your Binder
- Create a Table of Contents
- List Each Section (e.g. Accounting)
- List Procedures in that Section
- Keep Binder Updated with any New Changes
Module Nine: What Not to Include in the Procedure Guide
- Passwords
- Identify Other Confidential Information Via Your Employer
- Store Information in a Separate Folder Outside of the Guide
- Find a Secure Location to Store
Module Ten: Share Office Procedure Guide
- Give Guide to Boss/Executive to Review
- Inform Office Personnel of Procedure Guide
- Place Guide in a Visible Area
- Allow Office Personnel to Express Improvements/Updates if Needed
Module Eleven: Successfully Executing the Guide
- Create a One Hour Meeting/Seminar for Employees
- Stay Consistent with Procedures
- Make Employees Aware of any Updated Changes
- Keep Open to Improvements
Module Twelve: Wrapping Up
Requirements
Entry requirements
Students must have basic literacy and numeracy skills.
Minimum education
Open entry. Previous schooling and academic achievements are not required for entry into this course.
Computer requirements
Students will need access to a computer and the internet.
Minimum specifications for the computer are:
Windows:
Microsoft Windows XP, or laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)
MAC/iOS
OSX/iOS 6 or laterModern and up to date Browser (Firefox, Chrome, Safari)
All systems
Internet bandwidth of 1Mb or fasterFlash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)
Students will also need access the following applications:
Adobe Acrobat Reader
Requirements
Entry requirements:
Students must have basic literacy and numeracy skills.
Minimum education:
Open entry. Previous schooling and academic achievements are not required for entry into this course.
Device requirements:
Students will need access to a computer/any device and the internet.
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Bookkeeping Online Bundle, 5 Certificate Courses
Understand and Implement Basic Bookkeeping Principles
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Course Summary
- Delivery: Online
- Access: Unlimited Lifetime
- Time: Study at your own pace
- Duration: 6 to 8 hours per course
- Assessments: Yes
- Qualification: Certificate
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About This Course
Understand and Implement Basic Bookkeeping Principles - 5 Courses in this Bundle
-
Basic Bookkeeping
-
Budget and Financial Reports
-
Business Writing
-
Excel 365 Essentials
-
Administrative Office Procedures
1. Basic Bookkeeping: Understand and Implement Basic Bookkeeping Principles
Whether working in someone else’s business or your own business it’s important to understand financial matters. Understanding bookkeeping basics may be the key to keeping your fiscal matters running smoothly and efficiently
The Basic Bookkeeping Course Online is the short and sweet answer to your problems. From accounts receivable to accounts payable, from loans to payments, this short course covers everything you’ll need to know.
More importantly, the bookkeeping certification course is essential and practical, providing an effective outline and practical tools to help you manage key financial matters.
By the end of this Basic Bookkeeping online Short Course, you will be able to:
- Understand basic accounting terminology
- Identify the differences between the cash and accrual accounting methods
- Keep track of your business by becoming familiar with accounts payable and accounts receivable
- Use a journal and general ledger to document business financials
- Utilize the balance sheet
- Identify different types of financial statements
- Uncover the reasons for and actually create a budget
- Be familiar with internal and external auditing
2. Budget and Financial Reports: Back Your Business with Bulletproof Finance
Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors.
The goal of this course is to give the participant a basic understanding of budgets and financial reports so they can hold relevant discussions and render decisions based on financial data. This course will define key terms like ROI, EBIT, GAAP, and extrapolation. Furthermore, this course will discuss commonly used financial terms, financial statements, budgets, forecasting, purchasing decisions, and laws that regulate the handling of financial information.
By the end of this Budget and Financial Reports Online Short Course, you will be able to:
- Identify financial terminology
- Understand financial statements
- Identify how to analyse financial statements
- Understand budgets
- How to make budgeting easy
- Understand advanced forecasting techniques
- Understand how to manage the budget
- Identify how to make smart purchasing decisions
- Identify the legal aspects of finances
3. Business Writing: Become an Expert at Writing Effective Emails, Letters, Reports and More
We all know that writing is one of the most important methods of business communication for most people, whether its e-mails, memos, proposals, or major reports. Lots of people struggle with the composition of these. Sometimes it's because they don't have to do it very often so, therefore, it doesn't flow as easily as they would like, sometimes because they are new to a role, or just because it's not their favorite thing.
This Business Writing Online Short Course will provide:
- A quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) the things that we often miss especially when completing work under pressure; and
- An overview of some the typical business documents, letters, reports, proposals that you may have to deal with, with tips on structure, style etc.
Course Topics:
- Spelling
- Punctuation
- Writing the Letter
- Proposals Key Info
By the end of the Business Writing Online Short Course, you will be able to:
- Understand the function/purpose of all of the above.
- Utilize the tips and techniques provided here to determine an appropriate structure to use for your business artifacts in different situations.
- Define proofreading and understand the techniques in improving proofreading skills.
- Define peer review and list ways peer review can help improve business writing skills.
- Notice (and correct) common spelling and grammar issues in business writing.
- List guidelines in printing and publishing business writing
4. Excel 365 Essentials: Make Basic Changes Without Using a Computer Where Your Desktop Office Applications are Installed
Welcome to the Office 365 Excel Essentials course. With Office 365, you can access your spreadsheets anywhere, and make some basic changes without using a computer where your desktop Office applications are installed. In the Office 365 Excel web app, you can collaborate on a spreadsheet with anyone, no matter what version of Excel they have, and your changes are automatically saved.
The Office 365 experience is designed to render your documents to look exactly like they would when printed, from nearly anywhere in the world. This tool provides its users the freedom to work from anywhere.
By the end of this Excel 365 Essentials Online Short Course, you should be able to:
- Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
- Understand the Excel 365 browser interface
- Upload a spreadsheet to the Shared Documents library
- Download and reload workbooks
- Understand saving and collaborating
- Build, copy and edit formulas
- Understand the difference between Formulas and Functions
- Sort and filter data
- Collaborate with others on a spreadsheet
- Use alignment options
- Apply borders and fill color
- Insert and work with Tables and Charts
- Insert links
5. Administrative Office Procedures: Learn How Administrative Office Procedure Helps to Demonstrate Professionalism and Efficiency in an Organization
Administrative office procedures may not be glamorous, but they are essential to the success of any enterprise. A well run office reduces miscommunications and helps to eliminate common errors. By making the administrative office a priority, you will establish clear policies and procedures with employee understanding and buy-in, which ensures that your work environment runs smoothly.
With our Administrative Office Procedures Online Course, you will understand how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting. It is also a marvelous instrument for quick reference and utilization.Strategies and procedures are a vital connection between the company's vision and its everyday operations.
By the end of this Administrative Office Procedures Online Short Course, you will be able to:
- Organize a binder
- Develop procedures
- Prepare checklists
- Understand succession planning
- Collect the correct tools
Receive Lifetime Access to Course Materials, so you can review at any time.
For comprehensive information on units of study click the units of study tab above.
This is an incredible opportunity to invest in yourself and your future, sharpen your training skills and learn what it takes to create your own success with Courses For Success Today!
Course Fast Facts:
- All courses are easy to follow and understand
- Only 6 to 8 hours of study is required per course
- Unlimited lifetime access to course materials
- Study as many courses as you want
- Delivered 100% on-line and accessible 24/7 from any computer or smartphone
- You can study from home or at work, at your own pace, in your own time
- Certificates
Course Delivery
Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.
Recognition & Accreditation
The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.
Units of Study
Receive Lifetime Access to Course Materials, so you can review at any time.
Bookkeeping Bundle And Organizational Skills Bundle, 5 Courses includes the following courses, below is a summary of each course:
Course 1 - Basic Bookkeeping
Module One - Introduction
Module Two - Basic Terminology (Part 1)
- Balance Sheet
- Assets
- Liabilities
- Equity
- Income Statement
- Revenue
- Cost of Goods Sold
- Expenses
- Accounting Period
Module Three - Basic Terminology (Part 2)
- Accounts Receivable
- Accounts Payable
- Depreciation
- General Ledger
- Interest
- Inventory
- Journals
- Payroll
- Trail Balance
Module Four - Accounting Methods
- Cash Method
- Accrual Method
- Differences between Cash and Accrual
Module Five - Keeping Track of you Business
- Accounts Payable
- Account Receivable
- The Journal
- The General Ledger
- Cash Management
Module Six - Understanding the Balance Sheet
- The Accounting Equation
- Double-Entry Accounting
- Types of Assets
- Types of Liabilities
- Equity
Module Seven - Other Financial Statements
- Income Statement
- Cash Flow Statement
- Capital Statement
- Budget vs Actual
Module Eight - Payroll Accounting / Terminology
- Gross Wages
- Net Wages
- Employee Tax Withholding's
- Employer Tax Expenses
- Salary Deferrals
- Employee Payroll
- Employee Benefits
- Tracking Accrued Leave
- Government Payroll Returns / Reports
Module Nine - End of Period Procedures
- Depreciating your Assets
- Reconciling Cash
- Reconciling Investments
- Working with the Trial Balance
- Bad Debt
- Posting Adjustments and Corrections
Module Ten - Financial Planning, Budgeting and Control
- Reasons for Budgeting
- Creating a Budget
- Comparing Budget to Actual Expenses
Module Eleven - Auditing
- What is an Audit?
- When and Why would you Audit?
- Internal
- External
Module Twelve - Wrapping Up
Course 2 - Budget and Financial Reports
Module One - Getting Started
Module Two - Glossary
- What is Finance?
- Commonly used Terms
- Key Players
- Important Financial Organisations
- Understanding GAAP
Module Three - Understanding Financial Statements
- Balance Sheets
- Income Statements (AKA Profit and Loss Statements)
- Statement of Retained Earnings
- Statement of Cash Flow
- Annual Reports
Module Four - Analysing Financial Statements (Part 1)
- Income Ratios
- Profitability Ratios
- Liquidity Ratios
- Working Capital Ratios
- Bankruptcy Ratios
Module Five - Analysing Financial Statements (Part 2)
- Long - Term Analysis Ratios
- Coverage Ratios
- Leverage Ratios
- Calculating Return on Investment (ROI)
Module Six - Understanding Budgets
- Common types of budgets
- What information do I need?
- Who should be involved?
- What should a budget look like?
Module Seven - Budgeting Made Easy
- Factoring in historical data
- Gathering related information
- Adjusting for special circumstances
- Putting it all together
- Computer based methods
Module Eight - Advanced Forecasting Technigues
- Using the average
- Regression Analysis
- Extrapolation
- Formal Financial Models
Module Nine - Managing the Budget
- How to tell if you're on track
- Should your budget be updated
- Keeping a diary of lessons learned
- When to panic
Module Ten - Making Smart Purchasing Decisions
- 10 questions you must ask
- Determining the Payback period
- Deciding whether to lease or buy
- Thinking outside the box
Module Eleven - A Glimpse into the Legal World
- A brief history
- The Sarbanes-Oxley Act
- CEO / CFO Certification
- 8th Company Law Directive
Module Twelve - Wrapping Up
Course 3 - Business Writing
PART ONE – THE BUILDING BLOCKS
Section One: Getting Started
- a quick refresher on basic writing concepts (such as spelling, grammar, and punctuation) – the things that we often miss especially when completing work under pressure; and
- an overview of some the typical business documents – letters, reports, proposals – that you may have to deal with, with tips on structure, style etc.
Section Two: Spelling and Grammar
- Spelling
- Grammar
Section Three: Language and tone
- Clarity
- Conciseness
- Formality
- Focus
- Tone
Section Four: Sentences and Paragraphs
- Parts of a Sentence
- Sentence Length
- Punctuation
- Paragraphs
Section Five: Organization and Structure
- Organisation Approach
Section Six: Tools and Techniques
- The Reader
- The Requirement
- Write faster – effective writing
- Templates
- Proofreading
- Review/Peer Review
- The Appearance - Printing and Publishing
PART TWO – THE DOCUMENTS
Section Seven: Meeting Agendas
- The Basic Structure
Section Eight: E-mails
- Addressing your mails
- Brevity
- Formality
- Attachments
- Forwarding/replying
Section Nine: Business Letters
- The Basic Structure
- Writing the Letter
Section Ten: Proposals
- The Basic Outline
- Key information
- Sequence
- Choosing a Format
- Proposal Structure and Content
- Executive Summaries
Section Eleven: Reports
- Report Structure and format
Section Twelve: Requests for Proposal
- Requests for Proposals
Section Thirteen: Business Cases
- Business Cases
Section Fourteen: General Documentation
- General Documentation
Section Fifteen: Wrapping Up
Course 4 - Excel 365 Essentials
Module One: Getting Started
By the end of this course, you should be able to:
- Open and close spreadsheets
- Understand the Office 365 web interface, including the home page, the team site, and the shared documents list
- Understand the Excel 365 browser interface
- Upload a spreadsheet to the Shared Documents library
- Differentiate between worksheets, workbooks, rows, columns, and cells
- Download and reload workbooks
- Use the Find Command
- Save a Copy
- Open in Editing View
- Open the spreadsheet in the Excel desktop application for more advanced features
- Understand saving and collaborating
- Create a new file
- Enter labels and values
- Edit data
- Use the Wrap Command
- Use cut, copy, and paste
- Use Undo and redo
- Add rows and columns
- Delete cells
- Understand shortcuts
- Build, copy and edit formulas
- Use absolute referencing appropriately
- Understand the difference between Formulas and Functions
- Use basic Excel functions, including SUM, AVERAGE, MAX, and MIN
- Understand Autocomplete
- Sort and filter data
- Collaborate with others on a spreadsheet
- Refresh and recalculate data
- Format text and numbers
- Use alignment options
- Apply borders and fill color
- Insert and work with Tables
- Insert and work with Charts
- Insert links
Module Two: Welcome to Office 365 Web Apps
- The Home Page
- The Team Site
- Shared Documents
- Uploading a Spreadsheet
Module Three: Worksheets and Workbooks
- Opening a Spreadsheet
- Overview of the Reading View
- Understanding Worksheets vs. Workbooks
- Downloading and Reloading
- Closing Spreadsheets
Module Four: Working with Excel Files
- Using the Find Command
- Saving a Copy
- Editing in Browser
- The Excel Web App Interface
- Opening in Excel
Module Five: Editing in the Browser (one)
- About Saving and Save As
- A New File and AutoSaving
- Entering Data
- Editing Data
- Using the Wrap Command
Module Six: Editing in the Browser (two)
- Cut, Copy, and Paste
- Using Undo and Redo
- Adding Rows and Columns
- Deleting Cells
- Using Timesaving Shortcuts
Module Seven: Building Formulas
- The Math Basics of Excel
- Building a Formula
- Editing a Formula
- Copying a Formula
- Relative vs. Absolute References
Module Eight: Understanding Functions
- Formulas vs. Functions
- Using the SUM Function
- Using Other Basic Excel Functions
- Using AutoComplete
Module Nine: Working with Data
- Sorting Data
- Filtering Data
- About Collaborating
- About Refreshing External Data
Module Ten: Formatting Your Data
- Changing the Appearance of Text
- Changing the Appearance of Numbers
- Setting Alignment Options
- Adding Borders
- Adding Fill Color
Module Eleven: The Insert Tools
- Inserting Tables
- Inserting Charts
- Working with Charts
- Inserting Links
Module Twelve: Wrapping Up
Course 5 - Administrative Office Procedures
Module One: Getting Started
By the end of this course, you will be able to:
- Organize a binder
- Develop procedures
- Prepare checklists
- Understand succession planning
- Collect the correct tools
Module Two: Why Your Office Needs Adminstrative Procedures
- Business Continuity
- Succession Planning
- Internal and External Audit Requirements
- Recovery Planning
Module Three: Gathering the Right Tools
- Binder
- Section Divider
- Sheet Protectors
- Cover to Cover Binders
Module Four: Identiyfing Procedures to Include
- Tracking Tasks for Some Days
- Reach Out to Other Employees for Feedback/Ideas
- Write Down Daily Tasks
- Keep Track Using a Spreadsheet
Module Five: Top Five Procedures to Record
- Use a Template to Stay Consistent from Track to Track
- Be as Detailed as Possible
- Use Bullet Points Instead of Paragraphs
- Ask Someone to Execute the Procedure
Module Six: What to Include in Your Binder (I)
- Phone Etiquette
- Business Writing
- Effective Time Management
- Creating Meeting Arrangements
Module Seven: What to Include in Your Binder (II)
- Policy on Absences
- Breaks
- Salaries
- Benefits
Module Eight: Organizing Your Binder
- Create a Table of Contents
- List Each Section (e.g. Accounting)
- List Procedures in that Section
- Keep Binder Updated with any New Changes
Module Nine: What Not to Include in the Procedure Guide
- Passwords
- Identify Other Confidential Information Via Your Employer
- Store Information in a Separate Folder Outside of the Guide
- Find a Secure Location to Store
Module Ten: Share Office Procedure Guide
- Give Guide to Boss/Executive to Review
- Inform Office Personnel of Procedure Guide
- Place Guide in a Visible Area
- Allow Office Personnel to Express Improvements/Updates if Needed
Module Eleven: Successfully Executing the Guide
- Create a One Hour Meeting/Seminar for Employees
- Stay Consistent with Procedures
- Make Employees Aware of any Updated Changes
- Keep Open to Improvements
Module Twelve: Wrapping Up
Requirements
Entry requirements
Students must have basic literacy and numeracy skills.
Minimum education
Open entry. Previous schooling and academic achievements are not required for entry into this course.
Computer requirements
Students will need access to a computer and the internet.
Minimum specifications for the computer are:
Windows:
Microsoft Windows XP, or laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)
MAC/iOS
OSX/iOS 6 or laterModern and up to date Browser (Firefox, Chrome, Safari)
All systems
Internet bandwidth of 1Mb or fasterFlash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)
Students will also need access the following applications:
Adobe Acrobat Reader
Requirements
Entry requirements:
Students must have basic literacy and numeracy skills.
Minimum education:
Open entry. Previous schooling and academic achievements are not required for entry into this course.
Device requirements:
Students will need access to a computer/any device and the internet.
FAQS
1. Who are Courses For Success?
Courses For Success is a course platform that started in 2008
with 5 courses, since then we have grown to over 10,000 online courses.
Our courses span across the following categories:
•Animal
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The Personal Success Training Program
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course or bundle purchase this month. This is a limited time offer!
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anyone who has an interest in learning more about this subject matter
is encouraged to take our course. There are no entry requirements to
take this course.
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you do not require a High School Diploma or to have finished school to
study this course, this course is open to anyone who would like to take
this course.
6. What if English is not my first language?
This
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our training, you can take your time studying the material and make use
of tools such as google translate and Grammarly.
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All our courses are accessible online on any device. You may complete them at your own pace and at your own time.
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After
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access and log in to your course via the internet with any device,
please check your junk/spam folder in the event that you do not receive
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Providing
you have internet access you can start this course whenever you like,
just go to the login page and insert your username and password and you
can access the online material.
10. What is online learning like?
Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.
Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.
11. What computer skills do I need for my course?
You
don't need to be a computer expert to succeed with our online training,
but you should be comfortable typing, using the internet and be capable
of using common software (such as Microsoft word).
12. How long will you have access to the online course?
The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.
Please also check the course summary, as a small selection of courses have limited access.
13. How long will my course take?
Course duration, is listed under Course Summary
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All the required material for your course is included in the online system, you do not need to buy anything else.
15. Is the course interactive?
Yes, all our courses are interactive.
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you will be required to complete a multiple-choice test online at the
end of your course, you can do this test as many times as you require.
17. What type of certificate will I receive?
You
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Also, include it in your resume/CV, professional social media profiles
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This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.
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The Certificates are valid for life and do not need renewing.
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are studied online at your own pace and you are free to study as many
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You can contact our support team, at any time through live chat on our website, or email at info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.
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Course Bundles
Looking for specific training for yourself or employees. Choose from our Course Bundles below or build you own Bundle, by adding more courses to your cart. Choose different courses or the same course for multiple staff members and receive volume discounts at checkout.
