3279 Accounting courses delivered Online

In an ever-evolving legal landscape, being a firm outside of the mandatory AML scope doesn't mean being out of the compliance conversation.  This course is your guide to proactively managing risks, staying compliant, and ensuring your firm's resilience. Don't miss this opportunity to navigate the unique challenges faced by out-of-scope AML law firms. The course will cover: * AML regulations * Why are some firms (or departments) in or out of scope? * MLROs * AML basics * CDD (ID elements) * Responsibility of doing CDD * Source of Funds / Source of Wealth * Ongoing monitoring * Reporting to the MLRO TARGET AUDIENCE The online course is suitable for staff of all levels, from support staff to senior partners of firms outside of the regulated sector.  RESOURCES Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training. Please note a recording of the course will not be made available. SPEAKER HELEN TORRESI, CONSULTANT, DG LEGAL [https://dglegal.co.uk/the-team/helen-torresi/] Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services. Helen’s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).

Forget your fear of all things finance, quickly understand financial terms and techniques and make a more calculated contribution in your management role.

Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who need output from a database. In some cases, database programs have limited reporting tools, or tools that are not accessible. Learners may or may not have programming or SQL experience. Overview In this course, you will connect to a database to extract data and present it as a report. You will: Identify the elements of the Crystal Reports interface. Create and modify a basic report. Use formulas to calculate and filter data. Build a parameterized report. Group report data. Enhance a report. Create a report using data from an Excel workbook. Distribute data. In this course, students will create a basic report by connecting to a database and modifying the report's presentation. 1 - EXPLORING THE CRYSTAL REPORTS INTERFACE * Topic A: Explore Crystal Reports * Topic B: Use Crystal Reports Help * Topic C: Customize Report Settings 2 - WORKING WITH REPORTS * Topic A: Create a Report * Topic B: Modify a Report * Topic C: Display Specific Report Data * Topic D: Work with Report Sections 3 - USING FORMULAS IN REPORTS * Topic A: Create a Formula * Topic B: Edit a Formula * Topic C: Filter Data by Using a Formula * Topic D: Work with Advanced Formulas and Functions * Topic E: Handle Null Values 4 - BUILDING PARAMETERIZED REPORTS * Topic A: Create a Parameter Field * Topic B: Use a Range Parameter in a Report * Topic C: Create a Prompt 5 - GROUPING REPORT DATA * Topic A: Group Report Data * Topic B: Modify a Group Report * Topic C: Group by Using Parameters * Topic D: Create a Parameterized Top N Report 6 - ENHANCING A REPORT * Topic A: Format a Report * Topic B: Insert Objects in a Report * Topic C: Suppress Report Sections * Topic D: Use Report Templates 7 - CREATING A REPORT FROM EXCEL DATA * Topic A: Create a Report Based on Excel Data * Topic B: Modify a Report Generated from Excel Data * Topic C: Update Data in a Report Based on Excel Data 8 - DISTRIBUTING DATA * Topic A: Export Data * Topic B: Create Mailing Labels 9 - APPENDIX * Appendix A: Setting Up and Configuring Data Sources * Appendix B: Using Report Processing Techniques * Appendix C: Using Functions in Formulas

Duration 2 Days 12 CPD hours This course is intended for First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018. Overview Upon completion of this course, students will be able to work with memorized transactions, customize forms, work with credit card, fixed asset, and long-term liability accounts, work with and customize reports, create graphs, track and pay sales tax, and understand how to prepare to use payroll with QuickBooks. From reporting to automating tasks, working with more advanced features and accounts, this course moves beyond the basics and enables students to work with more advanced features in QuickBooks. MEMORIZING TRANSACTIONS * Entering a New Memorized Transaction * Editing a Memorized Transaction * Deleting a Memorized Transaction * Grouping Memorized Transactions * Using a Memorized Transaction * Printing the Memorized Transaction List * CUSTOMIZING FORMS * Creating a Custom Template * Modifying a Template * Printing Forms * USING OTHER QUICKBOOKS ACCOUNTS * Other QuickBooks Account Types * Working with Credit Card Transactions * Working with Fixed Assets * Working with Long-Term Liability Accounts * Using the Loan Manager * CREATING REPORTS * Working with QuickReports * Working with Preset Reports * Sharing Reports * Exporting Reports to Microsoft Excel * Printing Reports * CREATING GRAPHS * Creating QuickInsight Graphs * Using QuickZoom with Graphs * Working with the Sales Graph * Customizing Graphs * Printing Graphs * TRACKING AND PAYING SALES TAX * Using Sales Tax in QuickBooks * Setting Up Tax Rates and Agencies * Indicating Who and What Gets Taxed * Applying Tax to Each Sale * Determining What You Owe * Paying Your Tax Agencies * PREPARING PAYROLL WITH QUICKBOOKS * Using Payroll Tracking * Setting Up for Payroll * Setting Up Employee Payroll Information * Setting Up a Payroll Schedule * Writing a Payroll Check * Printing Paycheck Stubs * Tracking Your Tax Liabilities * Paying Payroll Taxes * Preparing Payroll Tax Forms * USING ONLINE BANKING * Setting Up an Internet Connection * Setting Up Bank Feeds for Accounts * Viewing, Downloading, and Adding Online Transactions * Creating Online Payments * Transferring Funds Online * Canceling Online Payments * MANAGING COMPANY FILES * Using QuickBooks in Multi-user Mode * Setting Up Users and Passwords * Setting a Closing Date * Sharing Files with an Accountant * Updating QuickBooks * Backing Up and Restoring a Company File * Condensing a Company File * ESTIMATING, TIME TRACKING, AND JOB COSTING * Creating Job Estimates * Creating an Invoice from an Estimate * Displaying Reports for Estimates * Updating the Job Status * Tracking Time * Displaying Reports for Time Tracking * Tracking Vehicle Mileage * Displaying Vehicle Mileage Reports * Displaying Other Job Reports * WRITING LETTERS * Using the Letters and Envelopes Wizard * Customizing Letter Templates *

Duration 2 Days 12 CPD hours This course is intended for This course is intended for business users who have been using Power BI to build analytic solutions and are ready to take advantage of the power and flexibility that DAX provides. Learning DAX is a very common 'next step' for experienced Power BI users. Overview At course completion, you should be able to describe DAX syntax, data types, and errors use DAX to create calculated columns, measures, and tables explain how DAX calculations are evaluated, along with the differences between row context and filter context configure and use Time Intelligence to perform common time-based calculations, for example to-date calculations, year-over-year analysis, moving averages, etc. create calculated columns and measures that use data from multiple tables in the data model write measures that handle error conditions gracefully use DAX to enhance the Power BI user experience use DAX Studio to connect to a Power BI data model and execute simple queries Welcome to Introduction to DAX for Power BI. This two-day instructor-led course is intended for business users who have been using Power BI and want to use DAX to create custom calculations in their data models. In this class, you will be introduced to using Data Analysis Expressions (DAX), which is the expression language that is used to create custom calculations in the Power BI Data model. The course covers some of the theoretical underpinnings of the data model and the DAX language, but the emphasis is on using DAX to solve common business problems. You will learn how to write your own calculated columns, measures, and tables, how to visualize the way Power BI computes DAX calculations, and how to troubleshoot custom code. MODULE 1: GETTING STARTED WITH DAX * INTRODUCTION TODAX * CREATING OBJECTS WITHDAX * CONTEXT AND RULES OF EVALUATION * VARIABLES,COMMENTS,AND TESTING MODULE 2: PERFORMING BASIC CALCULATIONS * GETTING STARTED * IMPLICIT MEASURES * ADDING QUICK MEASURES * WORKING WITH DAX DATA TYPES . * DOING BASIC MATH * USING LOGIC IN YOUR CALCULATIONS * USING THE IF() FUNCTION * NESTED IF() * USING THE SWITCH() FUNCTION * ADVANCED SWITCH() * LOGICAL OPERATORS & FUNCTIONS: ||, OR(), &&, AND(), NOT() * AGGREGATING AND SUMMARIZING DATA * THE SUM() FUNCTION MODULE 3: WORKING WITH CONTEXT IN THE DATA MODEL * CONTEXT DEFINED * DATA MODELING BASICS * INTRODUCTION TO DIMENSIONAL MODELING * RELATIONSHIPS AND THEIR EFFECT ON THE EVALUATION CONTEXT * GETTING DATA FROM OTHER TABLES USING RELATED() AND RELATEDTABLE * LOOKING UP DATA WITHOUT USING RELATIONSHIPS * MODIFYING THE CONTEXT USING CALCULATE() MODULE 4: PERFORMING MORE ADVANCED CALCULATIONS * THE DAX ITERATOR FUNCTIONS * USING TABLE MANIPULATION FUNCTIONS MODULE 5: WORKING WITH TIME * PERFORMING DATE CALCULATIONS * WORKING WITH DATE TABLES * GENERATING A DATE TABLE WITH THE CALENDAR() FUNCTION * DEFINING CUSTOM OPERATING PERIODS * YTD, QTD, AND MTD CALCULATIONS * CUSTOM TO-DATE CALCULATIONS * FINDING YEAR-OVER-YEAR CHANGE * FINDING MOVING AVERAGES MODULE 6: ENHANCING THE USER EXPERIENCE * CONTROLLING VISIBILITYOF YOUR MEASURES * USING WHAT-IF PARAMETERS * ADDING BANDING * USING DAX TO PROVIDE ROW-LEVEL SECURITY

Duration 2 Days 12 CPD hours This course is intended for This course is designed for students who already have foundational knowledge and skills in Excel and who wish to perform robust and advanced data and statistical analysis with Microsoft Excel using PivotTables, use tools such as Power Pivot and the Data Analysis ToolPak to analyze data, and visualize data and insights using advanced visualizations in charts and dashboards in Excel. To ensure success, you should have baseline skill using Microsoft Excel worksheets, particularly in creating workbooks with formulas and function Overview #NAME? Analyzing data to find issues, insights and opportunities, is now a critical part of many job roles. Beyond the analysis, data analysts in all job roles must be able to effectively present and communicate their findings in visually compelling ways. Microsoft© Excel© is designed for this purpose. Excel can connect to a wide range of data sources, perform robust data analysis and create diverse and robust data-backed visualizations to show insights, trends, and create reports. These capabilities enable people who use Excel for data analysis to turn data into thoughtful action. 1 - DATA ANALYSIS FUNDAMENTALS * Introduction to Data Science * Create and Modify Tables * Sort and Filter Data 2 - VISUALIZING DATA WITH EXCEL * Visualize Data with Charts * Modify and Format Charts * Apply Best Practices in Chart Design 3 - ANALYZING DATA WITH FORMULAS AND FUNCTIONS * Analyze Data with Formulas and Named Ranges * Analyze Data with Functions * Implement Data Validation, Forms, and Controls * Create Conditional Visualizations with Lookup Functions 4 - ANALYZING DATA WITH PIVOTTABLES * Create a PivotTable * Analyze PivotTable Data 5 - PRESENTING VISUAL INSIGHTS WITH DASHBOARDS IN EXCEL * Visualize Data with PivotCharts * Filter Data Using Slicers and Timelines * Create a Dashboard in Excel 6 - CREATING GEOSPATIAL VISUALIZATIONS WITH EXCEL * Create Map Charts in Excel * Customize Map Charts in Excel 7 - PERFORMING STATISTICAL ANALYSIS * Visualize Trendlines and Sparklines with Excel * Analyze Data with the Data Analysis ToolPa 8 - GETTING AND TRANSFORMING DATA * Connect to Data with Queries * Clean and Combine Data * Shape and Transform Data 9 - MODELING AND ANALYZING DATA WITH POWER PIVOT * Install Power Pivot in Excel * Create Data Models with Power Pivot * Create Power Pivots * Perform Advanced Data Analysis and Visualization 10 - PRESENTING INSIGHTS WITH REPORTS (OPTIONAL) * Plan a Report * Create a Report

Duration 1 Days 6 CPD hours This course is intended for To ensure success, students should have completed Excel Essentials and Excel Functions Including Pivot Tables and Lookups or have the equivalent knowledge and experience. Overview Upon successful completion of this course, students will be able to enhance productivity and efficiency by streamlining workflow, collaborate with others, and audit and analyse data. This course is designed for students desiring to gain skills necessary to create macros, collaborate with others, audit and analyse data, incorporate multiple data sources, and import data. WORKING WITH MULTIPLE WORKSHEETS AND WORKBOOKS * Working with Named Ranges * Link Cells Across Worksheets and Workbooks * Use 3D References to Calculate Across Worksheets * Consolidate Data USE FORMULA AUDITING AND ERROR CHECKING * Reveal Formulas * Trace Cell Precedents and Dependents * Locate Errors in Formulas * Watch and Evaluate Formulas REVIEWING AND PROTECTING WORKBOOKS * Control Data Entry via Data Validation * Protect Workbook Access * Protect Worksheets and Cell Content * Add and Edit Comments * Prepare a Workbook for Distribution * Modify Excel's Default Settings USING MACROS TO AUTOMATE WORKBOOK FUNCTIONALITY * Create Macros via Recording * Run Macros via Buttons and Shortcuts * Assign Macros to the Quick Access Toolbar and Ribbon * Assign Macros to Objects * View Macro Code FORECASTING AND ANALYSIS DATA * Use Conditional Formatting to Highlight, Sort and Filter Key Data * Advanced Conditional Formatting using Formulas * Create Sparklines to Visualise Data * Add Trendlines to Charts to Visualise and Forecast Trends * Use Data Tables and Scenarios to Project Potential Outcomes * Use Goal Seek to Calculate Outcomes * Forecast Data Trends Using Solver

OVERVIEW -------------------------------------------------------------------------------- Accounting is the methodical approach of updating and keeping track of all the required information related to financial transactions. This course is designed to gain knowledge of how to interpret and analyse financial statements effectively.  This course will emphasize in-depth knowledge of financial reporting elements used in Advance Accounting highlighting transactions recognizing, differentiating and efficiently recording information.  Advanced Accounting Techniques course covers difficult complex accounting topics like forecasting, hedging, data aggregation, interval accounting, segment reporting and many more including deeply understanding the financial statement Advanced accounting techniques were developed to provide information appropriate for decision-making in changing internal and external environments. 

OVERVIEW -------------------------------------------------------------------------------- Financial Accounting and reporting play a very important role within the organization and its stakeholders. This course is designed to analyze the functions of financial reporting in communication and its effects on decision-making processes or managerial decisions. It will highlight the accounting and financial standards-setting process and its implication on the organization globally. Financial accounting and reporting discuss how accountants act as processors and purveyors of information for decision-making and the needs of those who use accounting information. It also looks at the role performed by accountants and notes the need to be aware of relevant regulatory and conceptual frameworks. 

3 QLS Endorsed Diploma | QLS Hard Copy Certificate Included | 10 CPD Courses | Lifetime Access | 24/7 Tutor Support