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Do Your Own Accounts: Simple Bookkeeping Using Excel to Save Time and Money
Learn how to do your own bookkeeping with an Excel spreadsheet. Save time, reduce costs, and manage your accounts with ease using a practical, reusable template.
Created By Lisa Newton
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Try Personal Plan for freeWhat You'll Learn
- How to do your own accounts using a simple, user-friendly Excel spreadsheet
- Understand what the numbers in your accounts mean for your business
- Learn basic principles of bookkeeping and accounting, including how to create financial statements, balance sheets, and income statements
- Track income and expenses, manage invoices, and reconcile bank statements using Excel
- Discover practical tips and tricks for streamlining your bookkeeping processes
- Gain the confidence and skills to effectively manage your own accounts and focus on growing your business
Requirements
- Basic knowledge of Excel (ability to open and navigate an Excel file)
- No advanced Excel skills needed—everything is built into the provided template
Description
Are you tired of wasting time and money on bookkeeping? Look no further! Our "Do Your Own Accounts" course offers a simple and efficient solution to managing your business finances using just an Excel spreadsheet. This course is perfect for entrepreneurs, small business owners, and even bookkeepers who want to save on costly accountancy fees.
In just 90 minutes, you'll learn how to use an easy-to-follow Excel template to handle your small business bookkeeping, track income and expenses, and generate the necessary financial statements. This course is ideal for those who want to avoid complicated accounting software like Sage or QuickBooks but are comfortable using Excel.
The course takes a practical approach, guiding you through a fictitious company’s two months of bank statements. You'll learn how to fill in a cashbook, automatically populate your accounts, and even generate a profit and loss statement—all with the Excel template provided. Not only will this help you prepare your self-assessment tax return, but it also complies with international accounting standards for global reporting.
By the end of the course, you'll have the confidence to manage your own accounts and send a neatly organized set of accounts to your accountant, potentially saving money on accountancy fees. This course will reduce your stress, save you time, and empower you to take control of your finances.
Who This Course is For:
- Entrepreneurs and business owners, especially home-based businesses
- Bookkeepers who want an easy-to-use spreadsheet system for managing bookkeeping
- Small business owners who don't want to learn complex accounting software like Sage or QuickBooks but are comfortable using Excel
- Anyone looking to streamline their bookkeeping process and reduce accountancy costs
Course content
1. Introduction to the course.mp4
2. Getting organized.mp4
3. Understanding the spreadseheet.mp4
1. Worked Example - inputting April income.mp4
2. Worked Example - inputting April expenses.mp4
3. Worked Example - the accounts for Month 1 - April.mp4
4. Worked Example - inputting May income.mp4
5. Worked Example - inputting May expenses.mp4
6. Worked Example - the accounts for Month 2 - May.mp4
1. What do the figures mean.mp4
2. Concepts.mp4
3. Systems.mp4
1. Concluding lecture.mp4
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Instructor
Lisa Newton, BA MSc AAT, is a dynamic entrepreneur and prolific author with a master’s degree in Investment Management and a first-class honours degree in Accounting with Marketing. In 2004, she launched her first company with just £150, the same month she graduated from City University, London. Remarkably, Lisa has never worked a traditional 9-to-5 job, instead carving a successful path as a serial entrepreneur.
Lisa holds directorships across diverse industries, including telecoms, property management, publishing, hair and beauty, and finance. She has received numerous accolades, such as:
Young Entrepreneur of the Year Award (2007)
Enterprising Business Award (2008)
BE Mogul Award (2016)
Best Accounting Franchisor Awards (2011 & 2012)
Best Bookkeeping Business London (2015 & 2017, Accountancy International Awards)
Books and Publications
Lisa is the author of several influential books, including:
How to Write a Book in Two Weeks
Constant Cashflow
Make the Most of Your Money
How to Start Your Own Bookkeeping Business
Cosmic Ordering with Vision Boards
How to Franchise Your Business
QuickBooks Online: The Handbook
Some of these titles are also available in audiobook format on iTunes and Audible.
Other Ventures
Lisa hosts The Authors Podcast, available on iTunes, where she shares insights and interviews with authors. She actively supports the MS Society and works as a speaker, coach, and consultant, collaborating with like-minded professionals on various projects.
Personal Interests
In her spare time, Lisa enjoys traveling, salsa dancing, writing, learning languages, meditation, yoga, and exploring cosmic ordering. She is passionate about networking and building meaningful connections.
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