How to start in Accounting and Financial Management

This path is for anyone who wants to enter accounting and financial management from scratch. It starts with accounting principles and everyday banking, moves to reading and analyzing financial figures, then to accounting software and Excel, and ends with a complete accounting system.

  1. 1

    Why here: It is the foundation for the rest of the path, since it explains the language of numbers and the first accounting operations.

    After it you can: You will be able to apply basic accounting operations, prepare financial statements and close accounts.

  2. 2

    Why here: It comes early because it introduces the banking products and services every organization deals with, and it needs no prior experience.

    After it you can: You will be able to handle cards, cheques and bank rejections, and understand the roles of banking networks.

  3. 3

    Why here: Once you know the accounting basics, you need to read and analyze figures before moving on to software.

    After it you can: You will be able to analyze financial data, manage cash flow and make decisions based on the numbers.

  4. 4

    Why here: It moves you from theory to working in real accounting software now that the concepts are clear.

    After it you can: You will be able to enter accounts, set up inventory, deal with customers and suppliers, and produce financial reports in Sage 50 and QuickBooks.

  5. 5

    Why here: It widens your ability to build spreadsheets and budgets yourself, and as an advanced course it assumes some accounting knowledge.

    After it you can: You will be able to create accurate accounting sheets and reports and design a complete accounting system in Excel.

  6. 6

    Why here: It closes the path with an ERP system that brings accounting activities together in one place, building on the software and reports you have learned.

    After it you can: You will be able to set up Odoo ERP to manage accounting activities, configure accounts and create detailed reports.

Frequently asked questions

Do I need prior experience?
No. The path starts with the Financial Accounting Principles course, which is for beginners, followed by Banking for Non-Bankers.
If I already have some accounting background, where do I start?
You can start with Finance for Non-Financial Managers to analyze financial data, then move on to the accounting software and Advanced Accounting Excel courses.
What will I be able to do at the end of the path?
You will be able to manage accounts and prepare financial reports using Excel and tools such as Sage 50 and Odoo ERP.

All Accounting & Financial Management courses