Accounting And Finance Business Productivity Bundle

Boost your efficiency with expert-led courses in accounting and business tools with this great-value 7-course bundle.

What you'll learn

Navigate and format data in Excel efficiently and grasp Excel formulas and functions.

Import and deduplicate files using advanced functions like XLOOKUP.

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.

The basics of financial modeling and forecasting using Excel.

The purpose of financial forecasting and how to build a sound financial model.

How to go through the three financial statements (balance sheet, income statement, and cash flow statement).

How to define your forecasting objectives and identifying key variables and drivers.

Analyzing financial forecasts using ratio analysis and future trends in forecasting.

Distinguish between risk management and risk measurement.

Describe risk budgeting and understand its role in risk governance.

Define, classify, and distinguish between financial risks.

Distinguish between risk prevention and avoidance.

Define and apply the concepts of self-insurance, risk shifting, and risk transfer.

Understand and apply Excel formulas and functions.

Sort data and apply filters, including advanced filtering techniques.

Work with Excel charts, including clustered columns, line graphs, and waterfalls.

Utilize database functions created specifically to work with large datasets.

Understand and use the What-If Analysis toolkit which includes the Scenario Manager, Goal Seek, and Data Table functions.

Use the Analysis ToolPak to calculate basic statistical concepts such as correlation and covariance.

Explain the evolution and impact of AI in finance.

Design financial statements using Syft Analytics and create polished proposals and presentations using Tome.

Simplify accounting processes with SaasAnt Transactions.

Utilize AI for advanced spreadsheet functions and problem-solving.

Set up and customize chart of accounts using ChatGPT.

Optimize inventory management with ChatGPT tools and utilize ChatGPT for efficient tax compliance and planning.

Automate accounts receivable and payable processes with ChatGPT.

Conduct AI-powered audit planning and risk assessments.

Integrate ChatGPT to create and project financial statements efficiently.

Build and analyze common size income statements using AI for better insights.

Automate financial ratio calculations and improve analysis with ChatGPT.

Use ChatGPT to perform scenario analysis and sensitivity testing for forecasts.

Apply AI to advanced financial modelling techniques like Altman’s Z-score and DuPont analysis.

Requirements

Basic knowledge of finance and accounting principles is beneficial.

Access to MS Excel and QuickBooks Online is beneficial to follow along.

A basic understanding of artificial intelligence is helpful.

Access to AI tools like ChatGPT and other generative AI platforms.

Basic understanding of Excel is needed for some of the courses.

Description

**This bundle includes practice exercises, downloadable files, and LIFETIME access**Welcome to the Accounting and Finance Business Productivity Bundle, a meticulously curated collection designed to elevate your understanding and application of financial modeling, data analysis, and artificial intelligence integration. This amazing-value seven-course bundle gets you full access to courses on financial forecasting, risk management, Excel data analysis, and AI 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.What's included?The Accountants Excel ToolkitNavigate 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.Financial Forecasting and ModelingThe basics of financial modeling and forecasting using ExcelThe purpose of financial forecastingHow to build a sound financial modelThe role of forecasting in strategic planningHow to go through the three financial statements (balance sheet, income statement, and cash flow statement)How to define your forecasting objectivesIdentifying key variables and driversAnalyzing financial forecasts using ratio analysisFuture trends in forecasting.Financial Risk ManagementDistinguish between risk, uncertainty, and randomnessDistinguish between risk management and risk measurementUnderstand the importance of risk governanceDescribe risk budgeting and understand its role in risk governanceRealize the importance of managing people, processes, technology, and organizational structure for effective risk managementRecognize the difference between idiosyncratic and systematic risksDefine, classify, and distinguish between financial risksIdentify and understand the principles of credit, foreign exchange, interest rate, and operational riskRecognize probability, standard deviation, Value-at-Risk (VaR), and scenario analysis/stress testing as risk measurement metricsDistinguish between risk prevention and avoidanceDefine and apply the concepts of self-insurance, risk shifting, and risk transferRealize insurance as a way to transfer risksRecognize outsourcing and derivatives as two ways of shifting risk.Data Analysis with ExcelDescribe the fundamentals of Excel spreadsheets, from their layout to the applicationsView, enter, and format data types in ExcelUnderstand and apply Excel formulas and functionsImport file data and remove duplicatesIdentify data attributesSort data and apply filters, including advanced filtering techniquesApply Concatenation and Sum-if formulas to analyze data setsCreate problem statements to tackle complicated “or” criteriaCreate Pivot tables and chartsWork with Excel charts, including clustered columns, line graphs, and waterfallsUtilize database functions created specifically to work with large datasetsApply techniques to recognize and avoid formula errorsUnderstand and use the What-If Analysis toolkit which includes the Scenario Manager, Goal Seek, and Data Table FunctionsUse the Analysis ToolPak to calculate basic statistical concepts such as correlation and covarianceCompute descriptive statistics and moving averages and apply exponential smoothing techniquesUtilize rank and percentile options and generate histograms.AI in Action: Transforming Financial OperationsExplain the evolution and impact of AI in finance.Set up accounts and entities in Syft Analytics.Design financial statements using Syft Analytics.Create polished proposals and presentations using Tome.Simplify accounting processes with SaasAnt Transactions.Utilize AI for advanced spreadsheet functions and problem-solving.Using ChatGPT to Increase Accounting ProductivityExplain the benefits of ChatGPT in accounting.Set up and customize chart of accounts using ChatGPT.Optimize inventory management with ChatGPT tools.Utilize ChatGPT for efficient tax compliance and planning.Automate accounts receivable and payable processes with ChatGPT.Conduct AI-powered audit planning and risk assessments.Financial Modelling with Generative AIUnderstand the fundamentals of financial statements.Integrate ChatGPT to create and project financial statements efficiently.Build and analyze common size income statements using AI for better insights.Automate financial ratio calculations and improve analysis with ChatGPT.Create real-time financial dashboards for data visualization and reporting.Use ChatGPT to perform scenario analysis and sensitivity testing for forecasts.Apply AI to advanced financial modelling techniques like Altman’s Z-score and DuPont analysis.This course bundle includes:24+ hours of video tutorials200+ individual video lecturesCourse and exercise files to follow alongCertificate of completion

Overview

Section 1: The Accountants Excel Toolkit: Course Introduction

Lecture 1 Introduction to the Course

Lecture 2 WATCH ME: Essential Information for a Successful Training Experience

Lecture 3 DOWNLOAD ME: Course Exercise Files

Lecture 4 DOWNLOAD ME: Course Instructor Files

Lecture 5 Introduction to the Company

Section 2: The Accountants Excel Toolkit: Recording Journal Entries

Lecture 6 Importing and Formatting Data: XLOOKUP

Lecture 7 Importing and Formatting Data: GETDATA

Lecture 8 Importing and Formatting Data: Filtering & Validating Data

Lecture 9 Introduction to Debit and Credit Entries

Lecture 10 Journal Entries for Assets and Liabilities

Lecture 11 Journal Entries for Expenses and Income

Lecture 12 Introduction to Accruals and Cash Accounting

Lecture 13 Accounting for Assets

Lecture 14 Exercise 1

Section 3: The Accountants Excel Toolkit: Trial Balance and General Ledger

Lecture 15 General Ledger Overview

Lecture 16 Recording Transactions in General Ledger

Lecture 17 Linking QuickBooks Online and General Ledger

Lecture 18 Balancing the Trial Balance

Lecture 19 Accuracy Check for Trial Balance and General Ledger

Lecture 20 Adjusting Entries

Lecture 21 Exercise 2

Section 4: The Accountants Excel Toolkit: Financial Statements (FS)

Lecture 22 Overview of the Balance Sheet

Lecture 23 Overview of the Income Statement

Lecture 24 Overview of the Cash Flow Statement

Lecture 25 Adding Formulas and Links to the Financial Statements

Lecture 26 Ratio Analysis (Part 1 of 2)

Lecture 27 Ratio Analysis (Part 2 of 2)

Lecture 28 Decoding Financial Health with Ratios and Analysis

Lecture 29 Introduction to Forecasting in Excel

Lecture 30 Exercise 3

Section 5: The Accountants Excel Toolkit: Bank Reconciliation

Lecture 31 Gathering Bank and Company Records

Lecture 32 Reconciliation Process and Addressing Discrepancies Part 1

Lecture 33 Reconciliation Process and Addressing Discrepancies Part 2

Lecture 34 Preventing Reconciliation Issues and Best Practices

Lecture 35 Exercise 4

Lecture 36 Closing

Section 6: Financial Forecasting and Modeling: Course Introduction

Lecture 37 Introduction to the Course

Lecture 38 WATCH ME: Essential Information for a Successful Training Experience

Lecture 39 DOWNLOAD ME: Course Exercise Files

Lecture 40 DOWNLOAD ME: Course Instructor Files

Lecture 41 Uses of Financial Forecasts and the Reliability Question

Section 7: Financial Forecasting and Modeling: Strategic Role of Financial Forecasting

Lecture 42 Financial Components to Determine Business Health

Lecture 43 Role of Forecasting in Strategic Planning

Lecture 44 Understanding the Business (Part 1 of 2)

Lecture 45 Understanding the Business (Part 2 of 2)

Lecture 46 Exercise 01

Lecture 47 Going through ABC’s Balance Sheet

Lecture 48 Going through ABC’s Income Statement

Lecture 49 Going through ABC’s Cash Flow Statement

Section 8: Financial Forecasting and Modeling: Planning Your Financial Forecast

Lecture 50 Defining Your Forecasting Objectives

Lecture 51 Identifying Our Forecasting Approach and Assessing Timeframes

Lecture 52 Exercise 02

Lecture 53 Identifying Key Variables and Drivers (Part 1 of 3)

Lecture 54 Identifying Key Variables and Drivers (Part 2 of 3)

Lecture 55 Identifying Key Variables and Drivers (Part 3 of 3)

Lecture 56 Key Points to Consider

Section 9: Financial Forecasting and Modeling: Creating Your Financial Forecast

Lecture 57 Forecasting Revenues (Part 1 of 2)

Lecture 58 Forecasting Revenues (Part 2 of 2)

Lecture 59 Forecasting Expenses (Part 1 of 2)

Lecture 60 Forecasting Expenses (Part 2 of 2)

Lecture 61 Forecasting Working Capital (Part 1 of 2)

Lecture 62 Forecasting Working Capital (Part 2 of 2)

Lecture 63 Forecasting Depreciation and Capital Expenditures (CapEx) (Part 1 of 2)

Lecture 64 Forecasting Depreciation and Capital Expenditures (CapEx) (Part 2 of 2)

Lecture 65 Forecasting Intangibles

Lecture 66 Forecasting Shareholders' Equity

Lecture 67 Forecasting Long-term Assets & Liabilities

Lecture 68 Finalizing the Debt Schedule

Lecture 69 Building a Forecasted Cash Flow Statement

Lecture 70 Building a Forecasted Balance Sheet

Section 10: Financial Forecasting and Modeling: Analyzing Your Financial Forecast

Lecture 71 Rolling Forecasts and Variance Analysis

Lecture 72 Key Financial Ratios to Analyze Financials

Lecture 73 Analyzing Financial Forecasts Using Ratio Analysis

Lecture 74 Exercise 03

Section 11: Financial Forecasting and Modeling: Key Trends in Forecasting

Lecture 75 How Profitability and Risk Affect Financial Forecasting

Lecture 76 Future Trends in Forecasting

Lecture 77 Conclusion

Section 12: Financial Risk Management: Course Introduction

Lecture 78 Introduction to the Course

Lecture 79 WATCH ME: Essential Information for a Successful Training Experience

Lecture 80 DOWNLOAD ME: Course Instructor Files

Lecture 81 What is Risk?

Lecture 82 Uncertainty and Randomness

Lecture 83 Introduction to Probability

Lecture 84 Statistics and Changing Outcomes

Lecture 85 Overconfidence and Luck

Section 13: Financial Risk Management: Managing and Measuring Risk

Lecture 86 Defining Risk Management and Risk Measurement

Lecture 87 Developing a Framework for Managing Risk

Lecture 88 Case Study: Risk Management Framework

Lecture 89 Risk Governance

Lecture 90 Understanding Risk Tolerance

Lecture 91 Understanding Risk Budgeting

Lecture 92 Case Study: Risk Budgeting and Tolerance

Section 14: Financial Risk Management: Developing a Risk Management Strategy

Lecture 93 A Balancing Act

Lecture 94 Managing People

Lecture 95 Managing Risk by Assessing Processes

Lecture 96 Case Study: Managing People and Processes

Lecture 97 Managing Technology Part 1

Lecture 98 Managing Technology Part 2

Lecture 99 Case Study: Managing Technology

Lecture 100 Understanding the Organizational Structure

Lecture 101 Managing the Unexpected Part 1

Lecture 102 Managing the Unexpected Part 2

Lecture 103 Case Study: Organizational Structure and Managing the Unexpected

Section 15: Financial Risk Management: Types of Financial Risks

Lecture 104 Idiosyncratic and Systematic Risks

Lecture 105 Financial Risks

Lecture 106 Case Study: Financial Risks

Lecture 107 Credit Risk

Lecture 108 Foreign Exchange Risk

Lecture 109 Case Study: Foreign Exchange Risk

Lecture 110 Interest Rate Risk

Lecture 111 Operational Risk

Section 16: Financial Risk Management: Risk Measurement and Prevention

Lecture 112 Risk Measurement Metrics Part 1

Lecture 113 Risk Measurement Metrics Part 2

Lecture 114 Case Study: Risk Measurement Metrics

Lecture 115 Risk Prevention and Avoidance Part 1

Lecture 116 Risk Prevention and Avoidance Part 2

Lecture 117 Case Study: Risk Prevention and Avoidance

Lecture 118 Conclusion

Section 17: Data Analysis with Excel: Course Introduction

Lecture 119 Introduction to the Course

Lecture 120 WATCH ME: Essential Information for a Successful Training Experience

Lecture 121 DOWNLOAD ME: Course and Exercise Files

Lecture 122 Navigating Excel

Lecture 123 Data Types in Excel

Section 18: Data Analysis with Excel: Using Excel Spreadsheets for Data Analysis

Lecture 124 Viewing and Entering Data

Lecture 125 Formatting and Data Types in Excel

Lecture 126 Excel Formula Basics

Lecture 127 Exploring Excel Functions

Lecture 128 Referencing Data in Formulas

Lecture 129 Exercise 1

Section 19: Data Analysis with Excel: Cleaning and Managing Data

Lecture 130 Introduction to Data Quality

Lecture 131 Importing File Data

Lecture 132 Removing Duplicate Data

Lecture 133 Identifying Data Attributes

Lecture 134 Cleaning Data

Lecture 135 Exercise 2

Section 20: Data Analysis with Excel: Analyzing Data

Lecture 136 Sort and Filter Data

Lecture 137 Concatenation and SUMIF

Lecture 138 Tackling Complicated "OR" Criteria

Lecture 139 Summarizing Data Using Pivot Tables

Lecture 140 Creating a Pivot Chart

Lecture 141 Working with Excel Charts

Lecture 142 Analysing Financial Data

Lecture 143 Waterfall Charts

Lecture 144 Conditional Formatting

Lecture 145 Using Database Functions

Lecture 146 Evading Formula Errors

Lecture 147 Exercise 3

Section 21: Data Analysis with Excel: What-If Analysis and Analysis ToolPak

Lecture 148 Scenario Manager in What-If Analysis

Lecture 149 Data Tables in What-If Analysis

Lecture 150 Goal Seek in What-If Analysis

Lecture 151 Loading the Analysis ToolPak

Lecture 152 Correlation and Covariance in Analysis ToolPak

Lecture 153 Descriptive Statistics, Moving Average and Exponential Smoothing

Lecture 154 Additional Analytical and Statistical Applications

Lecture 155 Exercise 4

Lecture 156 Closing

Section 22: AI In Action: Introduction to the Course

Lecture 157 The Evolution of AI in Finance

Lecture 158 WATCH ME: Essential Information for a Successful Training Experience

Lecture 159 DOWNLOAD ME: Course Instructor Files

Lecture 160 Impact of AI on Financial Efficiency and Decision-making

Section 23: AI In Action: Setting up an Account and Entity in Syft Analytics

Lecture 161 Getting Started with Syft Analytics

Lecture 162 Mastering Account Setup

Lecture 163 Setting up an Entity in Syft

Lecture 164 Designing your Financial Statements

Section 24: AI In Action: Financial Reporting and Analysis using Syft Analytics

Lecture 165 Financial Analysis Techniques in Syft

Lecture 166 Financial Reporting in Syft

Section 25: AI In Action: Drafting Polished Proposals and Presentations using Tome

Lecture 167 Drafting Polished Proposals and Presentations Using Tome

Lecture 168 Crafting Pitchdesks, Forecasts & Proposals Using Tome

Section 26: AI In Action: Simplifying Accounting with SaasAnt Transactions

Lecture 169 Account Creation in SaasAnt and Linking with QBO

Section 27: AI In Action: Going Beyond ChatGPT; Bard, Cohere, Dall-E, QWEN, Cohere

Lecture 170 Exploring Tools Beyond ChatGPT

Lecture 171 Financial Computations with Bard

Lecture 172 Financial Analysis with Cohere

Lecture 173 Empowering Your Financial Future: From Vision to Reality

Lecture 174 Creating Images Using AI

Lecture 175 Investor Analysis Solution Using Finchat (Part 1 of 2)

Lecture 176 Investor Analysis Solution Using Finchat (Part 2 of 2)

Section 28: AI In Action: Spreadsheets & AI

Lecture 177 Writing Complex Spreadsheet Functions with AI

Lecture 178 Using AI for Spreadsheet Function Support

Lecture 179 Problem Solving with Advanced AI Tools

Section 29: AI In Action: Conclusion

Lecture 180 Conclusion

Section 30: ChatGPT in Accounting: Introduction to the Course

Lecture 181 Introduction to the Course

Lecture 182 Read Me: Essential Information for a Successful Training Experience

Lecture 183 Introduction, Benefits, and Applications of ChatGPT in Accounting

Section 31: ChatGPT in Accounting: Setting Up Chart of Accounts with ChatGPT

Lecture 184 Mastering Accounting Foundations: Harnessing the Power of Chart of Accounts

Lecture 185 Mastering ChatGPT for Custom Chart of Accounts Creation

Lecture 186 Refining and Integrating AI-Generated Accounts into Cloud Systems

Section 32: ChatGPT in Accounting: Efficient Inventory Management with ChatGPT

Lecture 187 Unlocking Efficiency: ChatGPT's Transformative Role in Inventory Management

Lecture 188 Revolutionize Inventory Control: Tracking and Optimization with ChatGPT

Lecture 189 Inventory Optimization: Using ChatGPT for Supplier Analysis

Lecture 190 Inventory Efficiency Enhanced: ChatGPT's Order Management Solutions

Section 33: ChatGPT in Accounting: Tax Management with ChatGPT

Lecture 191 Mastering Tax Compliance: Leveraging ChatGPT for Efficient Filing and Planning

Lecture 192 Unraveling Taxable Income: Simplified Calculations with ChatGPT

Section 34: ChatGPT in Accounting: Accounts Receivables & Accounts Payables with ChatGPT

Lecture 193 Leveraging AI for Efficiency: Transforming Accounts Receivable and Payable

Lecture 194 Automating Accounts Receivable: Practical Demonstrations Using ChatGPT

Lecture 195 Streamlining Invoice Management: Automating Data Extraction with ChatGPT

Lecture 196 Streamlining Accounts Payable: Leveraging ChatGPT for Efficient Vendor Comm.

Lecture 197 Streamlining Vendor Communication: A Practical Demonstration

Lecture 198 Tailoring ChatGPT for Vendor Inquiries: Custom GPT Creation and Implementation

Section 35: ChatGPT in Accounting: Audit and Risk Management using ChatGPT

Lecture 199 AI-Powered Audit Planning: Streamlining Efficiency and Precision

Lecture 200 AI-Powered Fraud Risk Assessment: Enhancing Business Security with ChatGPT

Section 36: ChatGPT in Accounting: Budgeting and Forecasting with ChatGPT

Lecture 201 AI-Powered Budgeting and Forecasting for Financial Empowerment Part 1

Lecture 202 AI-Powered Budgeting and Forecasting for Financial Empowerment Part 2

Lecture 203 Enhancing Financial Analysis with ChatGPT: Insights for Investors

Section 37: ChatGPT in Accounting: Conclusion

Lecture 204 Conclusion

Section 38: Financial Modelling Using Gen AI: Introduction to the Course

Lecture 205 Introduction to Financial Modeling with Generative AI

Lecture 206 Read Me: Essential Information for a Successful Training Experience

Lecture 207 Introduction, Benefits, and Applications of ChatGPT in Financial Modeling

Section 39: Financial Modelling Using Gen AI: Automating Routine Tasks

Lecture 208 Fundamentals of Financial Statements and ChatGPT Integration

Lecture 209 Creating Income Statements with ChatGPT

Lecture 210 Projecting Income Statements with ChatGPT

Section 40: Financial Modelling Using Gen AI: Building & Interpreting Common Size Statements

Lecture 211 Building Common Size Income Statements

Lecture 212 Analyzing Common Size Income Statements

Section 41: Financial Modelling Using Gen AI: Advanced Financial Ratio Analysis

Lecture 213 Streamlining Ratio Calculations with ChatGPT

Lecture 214 Enhancing Financial Ratio Analysis with AI

Lecture 215 Automating Financial Dashboard Creation

Section 42: Financial Modelling Using Gen AI: Scenario Analysis and Sensitivity Testing

Lecture 216 Performing Scenario Analysis

Lecture 217 Conducting Sensitivity Analysis

Section 43: Financial Modelling Using Gen AI: Advanced Analytics and Insights

Lecture 218 Automating Altman's Z-Score Analysis

Lecture 219 AI-Enhanced DuPont Analysis

Lecture 220 Advanced Forecasting Using ChatGPT

Section 44: Financial Modelling Using Gen AI: Conclusion

Lecture 221 Conclusion

Professionals seeking to improve their efficiency and decision-making through the integration of AI tools in financial analysis and reporting.,Individuals who wish to simplify accounting processes.,Those who want to stay updated with the latest AI tools and techniques.,Those who want to understand the essentials of risk management.,Accountants who want to streamline financial reporting, ratio analysis, and scenario testing with generative AI.,Those looking to use Excel and QuickBooks online for their accounting needs.,Those who want to utilize Excel for data analysis and explore the Analysis Toolpak.,This course does NOT serve as a preparation for the FRM exams but is a helpful additional resource.