Computer Course for Accountants

Lesson 1 • Hardware and Operating System Basics

Covers PC components, peripheral devices, and OS navigation. Establishes the physical and software foundation for all subsequent accounting tasks.

Lesson 2 • Keyboard Efficiency and Shortcuts

Develops fast, accurate keyboard use through shortcuts and touch typing. Speed and accuracy directly reduce data-entry errors in accounting workflows.

Lesson 3 • File and Folder Management

Teaches creating, organising, and securing files and folders. Proper file structure prevents data loss and supports audit-ready document storage.

Lesson 1 • Templates and Reusable Documents

Introduces creating and using document templates for recurring accounting forms. Templates reduce errors and save time on standard correspondence.

Lesson 2 • Proofreading and Document Review Tools

Covers spell check, grammar tools, track changes, and comments. These tools ensure accuracy and support collaborative review of financial reports.

Lesson 3 • Document Setup and Formatting

Covers page layout, margins, fonts, and paragraph styles. Consistent formatting ensures documents meet professional and regulatory presentation standards.

Lesson 1 • Formatting Cells and Worksheets

Covers number formats, currency styles, borders, and conditional formatting. Proper formatting makes financial data immediately readable and audit-friendly.

Lesson 2 • Essential Formulas and Functions

Teaches SUM, AVERAGE, MIN, MAX, and basic arithmetic formulas. These functions automate routine calculations central to bookkeeping and reporting.

Lesson 3 • Sorting, Filtering, and Basic Data Tools

Introduces sorting, AutoFilter, and basic data validation. These tools organise transaction lists and reduce input errors in accounting datasets.

Lesson 4 • Workbook and Worksheet Navigation

Introduces the Excel interface, cell references, and multi-sheet workbooks. Navigation fluency is prerequisite to all formula and data work ahead.

Lesson 1 • Logical and Financial Functions

Covers IF, AND, OR, PMT, NPV, and IRR for decision-making and financial modelling. These functions support loan analysis, budgeting, and investment evaluation.

Lesson 2 • Lookup and Reference Functions

Teaches VLOOKUP, HLOOKUP, INDEX, and MATCH for cross-referencing data. These functions link accounts, invoices, and ledger entries across worksheets.

Lesson 3 • PivotTables for Financial Reporting

Introduces PivotTables to summarise large transaction datasets quickly. Students generate expense summaries, revenue breakdowns, and period comparisons.

Lesson 4 • Charts and Visual Financial Reporting

Covers bar, line, and pie charts for visualising financial trends and comparisons. Visual reports communicate performance clearly to non-accounting stakeholders.

Lesson 1 • Bank Reconciliation Process

Teaches matching book records to bank statements and resolving discrepancies. Reconciliation confirms data integrity and detects unauthorised transactions.

Lesson 2 • Bank and Cash Transaction Management

Introduces recording deposits, withdrawals, and petty cash transactions. Accurate cash records are essential for bank reconciliation and fraud prevention.

Lesson 3 • Recording Sales and Accounts Receivable

Teaches creating invoices, recording payments, and managing customer balances. Accurate receivables tracking ensures timely cash collection and reporting.

Lesson 4 • Recording Purchases and Accounts Payable

Covers entering bills, recording vendor payments, and managing payables. Proper payables management prevents late fees and supports cash flow planning.

Lesson 1 • Depreciation and Fixed Asset Tracking

Introduces recording asset purchases, calculating depreciation, and maintaining asset registers. Accurate asset records support balance sheet accuracy and tax compliance.

Lesson 2 • Generating Core Financial Statements

Covers producing profit and loss accounts, balance sheets, and cash flow reports. Understanding each statement's structure enables accurate interpretation and review.

Lesson 3 • Period-End Closing Procedures

Covers reconciling accounts, locking periods, and archiving records at month-end. Structured closing prevents unauthorised changes and ensures clean reporting.

Lesson 1 • Payslips and Employee Reporting

Covers generating, distributing, and archiving payslips and payroll summaries. Accurate payslips fulfil employer obligations and support employee record-keeping.

Lesson 2 • Running Payroll and Calculating Deductions

Teaches processing regular and supplemental pay runs with statutory deductions. Correct deduction calculations protect the employer from compliance penalties.

Lesson 3 • Employee Records and Payroll Setup

Covers entering employee data, pay rates, and deduction profiles. Complete and accurate employee records are the foundation of error-free payroll runs.

Lesson 1 • Financial Record Retention Requirements

Introduces standard retention periods, document classification, and secure disposal. Proper retention practices satisfy audit requirements and regulatory obligations.

Lesson 2 • Password Management and Access Control

Covers strong password policies, multi-factor authentication, and user role permissions. Restricting access prevents unauthorised changes to financial records.

Lesson 3 • Cybersecurity Awareness for Accountants

Covers phishing, ransomware, and social engineering threats targeting financial staff. Awareness reduces the risk of data breaches and financial fraud.