Excel Essentials for Bookkeepers 2024

Available from

1 July, 2024

CPD

2

Course Category:

Financial Reporting

Level:

Moderate

This webinar, “Excel Essentials for Bookkeepers,” is designed to equip bookkeepers with vital Excel skills necessary for efficient data management and financial record-keeping. April 2024

 

Category: Financial Reporting.

R 375 VAT Incl.

Product Information

What you will learn

By attending this webinar you will gain the following competencies: 

  • Mastering data conversion techniques for various bookkeeping scenarios.
  • Efficiently merging data from different sources into a unified format.
  • Converting positive values to negative and vice versa for accurate data representation.
  • Cleaning out unwanted or erroneous data from Excel cells.
  • Utilising the Clean function to remove non-printable characters.
  • Applying the Paste Values function to maintain data integrity.

 

Description

This webinar, “Excel Essentials for Bookkeepers,” is designed to equip bookkeepers with vital Excel skills necessary for efficient data management and financial record-keeping. Presented by Russel Shinyawani-Ngobeni, a seasoned Business Accountant in Practice and General Tax Practitioner, the session covers practical techniques for handling and manipulating data in Excel. Participants will learn how to streamline their bookkeeping processes, reduce errors, and enhance their productivity through the use of Excel’s powerful features. 

 

Price

The following pricing apply:

Adhoc: R375.00

Subscription: Included for free in Bookkeeper.

 

Content:

The webinar will cover the following topics: 

  • Converting Data
    • Techniques for transforming data formats
    • Common issues and how to address them
    • Practical examples and best practices
  • Merging Data
    • Combining datasets from multiple sources
    • Ensuring data consistency and accuracy
    • Tools and functions to simplify the process
  • Handling Data Values
    • Converting positive values to negative and vice versa
    • Adjusting data for financial reporting
    • Practical use cases
  • Data Cleaning Techniques
    • Clearing unwanted data in cells
    • Utilising the Clean function to sanitize data
    • Steps to ensure data quality and reliability
  • Advanced Excel Functions
    • The Paste Values function for data control
    • Avoiding common pitfalls in data manipulation
    • Enhancing efficiency with shortcuts and tips

 

Certificate

The following CPD is awarded 2 Units Financial Reporting.

 

Requirements

There are no preconditions for this course.
Moderate level.
Recorded webinar made available on a specified date.

 

Presenter

Russel Ngobeni

Russel is a registered Business Accountant in Practice through the Southern Institute for Business Accountants (SAIBA), and a registered Tax practitioner through the South African Institute of Tax Practitioners (SAIT). He holds a Bachelor of Accounting Science degree from the University of South Africa and a National Diploma in Financial Information Systems from Tshwane University of Technology.

In 2014 Russel founded Shinyawani Group of Companies (Pty) Ltd.  In 2016, the Free State province recognised him as one of the best 12 Young Entrepreneurs in the province during the 2016 Macufe Trade Bridge. He also won first runner up for the 2016 Young Entrepreneur of the Year Award at the Free State Youth Chamber of Commerce and Industries Awards.

 

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