Business Accounts Basics - Microsoft 365 (1 Day)

A practical, hands-on course designed for self-employed business owners. Learn how to use Excel to track income and expenses step by step, with clear guidance and real-world examples. By the end of this session, you’ll be confident recording transactions, calculating totals, organizing your financial data, and preparing your accounts for year-end.

Course Overview

  • Date & Time: 9:30am – 5:00pm (1 Day)
  • Delivery: Live Online via Zoom
  • Group Size: Max 4 participants
  • Level: Beginner

Learning Outcomes

  • Track and record all income and expenses accurately using Excel
  • Apply formulas and functions to calculate totals, balances, and summaries
  • Organize financial data with worksheets, tables, and formatting for clarity
  • Prepare your accounts for year-end, ready to share with your accountant

Resources Provided

  • Quick Reference Cheat Sheet
  • Printable step-by-step guide

Prerequisites

Please ensure you have a Windows 11 PC with Microsoft Excel 365 and Zoom installed. You should feel confident using a keyboard and mouse. If you can do that, you’re all set.