8 Best Courses on Finance and Accounting on Udemy by Robert (Bob) Steele

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You are looking for Best Finance and Accounting Courses on Udemy then you are on the Right Path.

In this article, We are looking for Different Courses on Finance and Accounting by Robert (Bob) Steele

Before looking for Courses to know about Finance & Accounting First

What is Finance and Accounting?

Finance refers to Money and Accounting Term refers to Account or Calculation of Finance Transaction.

Finance & Accounting is the most critical branch of Organization or Businesses.

Finance & Accounting is the Field of Accounting that is the process of Summarise & Keep Records of All Financial Transaction & make Financial statements & balance sheets.

The Main Goal of Finance and Accounting is to manage the flow of Money in organizations or Businesses.

Managerial Accounting / Cost Accounting
Managerial Accounting / Cost Accounting

Why we need to Learn and Finace & Accounting?

From the Above Definition of Finance and Accounting, you can Understand that Finance and Accounting are how much important for Businesses so, that’s why managing Business Finance and Accounting is a must.

So You need to Learn this Course if you are looking to start or run your own business or want to work in Organization as a Finance Manager or other Related Branch.

Who is Robert (Bob) Steele?

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).    

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.    

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele’s teaching philosophy is to make content applicable, understandable, and accessible.   

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.    

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.   

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.    

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.   

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.    

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.

Here are the Top 5 Best Finance and Accounting Courses by Robert (Bob) Steele

Here are Different Courses in Finance and Accounting that are useful for enhancing your Finance & Accounting Skills.

1. Managerial Accounting / Cost Accounting

Managerial and cost accounting comprehensive course taught bay a practicing Certified Public Accountant (CPA)

What you’ll learn

  • How a job order costing system works and what type of business would use it
  • How a process costing system works and what type of business would use it
  • Cost volume profit analysis (CVP) and how CVP tools can be used to make business decisions rationally
  • How to construct a master budget
  • How to construct a flexible budget and use it to make rational decissions
  • How to use responsibility accounting to hold different areas of a business accountable in a rational way
  • Relevant cost analysis as a took to make rational business decissions
  • Time value of money techniques to help make decision about long term projects

About Course

Comprehensive managerial and cost accounting course. Topics include:

Job order costing

Process costing

Cost volume profit analysis

Master Budgets

Flexible Budgets

Responsibility accounting

Relevant costs

Time value of money

This course will go into detail about each topic. We will include

Practice Excel files with both an answer tab and a practice tab

Lecture PDF files that can be downloaded and reviewed without internet access

Managerial accounting skills are critical skills necessary for successfully running a business because they

provide tools to make rational business decisions.

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Managerial Accounting / Cost Accounting

Managerial Accounting / Cost Accounting Best SELER

Managerial and cost accounting comprehensive course taught bay a practicing Certified Public Accountant (CPA)

2. C Corporation Income Tax (form 1120)

Learn to enter tax data for a C Corporation into tax Form 1020 from a CPA

What you’ll learn

  • How to enter tax data for an C Corporation into Form 1120
  • How to use tax software to input a Form 1120
  • How to use an Excel worksheet to support tax data input for a C Corporation tax return Form 1120
  • How to enter and track M-1 adjustments

About Course

This course currently consists of a comprehensive problem showing the data input process of a C Corporation into tax Form 1120.

This course will put together a systematic format of entering data into a Form 1120 that will minimize errors, isolate problems as they happen, and remove the possibility of having to start the process all over again.

We will enter each M-1 adjustment individually into both the tax return and an Excel worksheet so that we fully understand how M-1 adjustments function.

We will start by reviewing the data for the comprehensive problem.

Then we will enter the data into an Excel worksheet that will be used to help us organize the information.

We will be using Lacerte Tax software to enter the tax data into Form 1120. However, we will also provide PDF files of the tax forms so learners can enter the data directly into the tax forms as we go. The tax forms can also be found on the IRS website.

The course will demonstrate how to enter the data into the tax forms in stages to reduce potential mistakes and to identify mistakes as they happen so they can be fixed as easily as possible.

We will start the data input with the balance sheet.

Then we will enter the income statement as it is formatted in the adjusted trial balance.

Next, we will systematically go through the M-1 adjustments. We will isolate these adjustments, reviewing them on the tax forms, in the software, and using our Excel worksheet.

We will then review the tax forms.

10
C Corporation Income Tax (Form 1120)

C Corporation Income Tax (Form 1120) HIGH RATED

Learn to enter tax data for a C Corporation into tax Form 1020 from a CPA

3. Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)

Learn bank feeds using top accounting applications from a practicing CPA (Certified Public Accountant)

What you’ll learn

  • Set up popular accounting software
  • Navigate popular accounting software
  • Enter normal business transaction into popular accounting software
  • Reconcile bank accounts using popular accounting softare
  • Generate and analyze reports including a balance sheet, an income statement, and supporting reports
  • Export Reports to Excel

About Course

Bank Feed Options

This course will compare and contrast the top accounting software applications, focusing on the use of bank feeds.

We will provide practice data that learners can import into the software applications.

Learners will understand the process of setting up each online software package. We will also discuss purchase options.

Most of the software applications will include a free test drive, an excellent tool for learning accounting and bank feeds.

We will practice entering two months of data into each accounting application with the help of banking data we will import into the system.

The course will also cover credit card bank feeds similarly.

Learners will also learn more advanced bank rules where applicable.

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Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)

Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison) HIGH RATED

Learn bank feeds using top accounting applications from a practicing CPA (Certified Public Accountant)

4. Quickbooks Desktop Vs Qbo Multiple Currencies

Learn to record transactions using multiple currencies using both QuickBooks Online and QuickBooks Desktop

What you’ll learn

  • How to get access to QuickBooks Desktop & QuickBooks Online including a possible free 30-day trial for both
  • How to turn on the multicurrency feature in both QuickBooks Online and QuickBooks Desktop
  • Set up accounts related to multicurrency including account types of Cash, Accounts Receivable, & Accounts Payable
  • Enter transactions related to foreign currency accounts receivable in both QuickBooks Desktop and QuickBooks Online
  • Enter transactions related to foreign currency accounts payable in both QuickBooks Desktop and QuickBooks Online
  • Enter transactions related to forward contracts for speculation in both QuickBooks Desktop and QuickBooks Online
  • Enter transactions related to forward contracts to reduce risk on foreign currency transactions

About Course

The course will start by discussing how to get access to both QuickBooks Online and QuickBooks Desktop. Intuit, the owner of QuickBooks often offers a free 30-day trial for each software package.

This will be a project based course. We will enter transaction in Excel before entering them into the accounting software, QuickBooks desktop and QuickBooks Online. Excel is more transparent, making it easier to understand the process. QuickBooks will then automate the process making it more efficient.

We will learn how to turn multicurrency on in both QuickBooks Online and QuickBooks Desktop. We will learn which accounts will be affected most by multicurrency transactions, these accounts being cash account types, accounts receivable account types, and accounts payable account types.

This course will work an example problems related to the sales cycles and the purchases cycle. The sales cycle will focus in on tracking foreign currency receivables. the purchases cycle will focus on foreign currency payables.

We will also demonstrate transactions related to forward contracts. We will discuss the uses of forward contracts including for speculative purposes and to mitigate risk on foreign currency transactions.

The multiple currency feature is useful when the company is holding onto cash in a foreign currency, the software helping us to record the home currency equivalent for financial statement presentation.

Multiple currency functionality is also helpful when we make sales on account, sending an invoice, hoping to get paid in the future, tracking accounting receivable, but expecting to be paid in a foreign currency. The accounts receivable account will need to be valued in the home currency even though we will be paid in a foreign one.

We have a similar situation when we make purchases on account, promising to pay in a foreign currency at some point in the future. The accounts payable account will need to be valued in the home currency equivalence even though we will be paying in a foreign currency.

10
QuickBooks Desktop vs QBO Multiple Currencies

QuickBooks Desktop vs QBO Multiple Currencies HIGH RATED

Learn to record transactions using multiple currencies using both QuickBooks Online and QuickBooks Desktop

5. Quickbooks Desktop Multiple Currencies

Learn to record transactions using multiple currencies from a certified public accountant (CPA)

What you’ll learn

  • How to get access to QuickBooks including a possible free 30-day trial
  • How to turn on the multicurrency feature
  • Set up accounts related to multicurrency including account types of Cash, Accounts Receivable, & Accounts Payable
  • Enter transactions related to foreign currency accounts receivable
  • Enter transactions related to foreign currency accounts payable
  • Enter transactions related to forward contracts for speculation
  • Enter transactions related to forward contracts to reduce risk on foreign currency transactions

About Course

Learn how to get access to QuickBooks Desktop including a possible free 30-day trial version often offered by Intuit, the owner of QuickBooks Desktop.

The course will discuss accounting for multiple currencies, outlining the process in Excel to provide a more transparent look at the process. Then we will enter the transactions into QuickBooks, the software automating some of the steps required.

We will learn how to turn multicurrency on, and which accounts will be affected most by multicurrency transactions including cash account types, accounts receivable account types, and accounts payable account types.

Learners will work example problems related to the sales cycles and the purchases cycle, the sales cycle including foreign currency receivables, the purchases cycle including foreign currency payables.

We will also demonstrate transactions related to forward contracts, both for speculative purposes and to mitigate risk on foreign currency transactions.

The multiple currency feature is useful when the company is holding onto cash in a foreign currency, the software helping us to record the home currency equivalent for financial statement presentation.

Multiple currency functionality is also helpful when we make sales on account, sending an invoice, hoping to get paid in the future, tracking accounting receivable, but expecting to be paid in a foreign currency. The accounts receivable account will need to be valued in the home currency even though we will be paid in a foreign one.

We have a similar situation when we make purchases on account, promising to pay in a foreign currency at some point in the future. The accounts payable account will need to be valued in the home currency equivalence even though we will be paying in a foreign currency.

10
Quickbooks Desktop Multiple Currencies

Quickbooks Desktop Multiple Currencies Best Values

Learn to record transactions using multiple currencies from a certified public accountant (CPA)

6. Real Estate Investment & Finance

Learn to use real estate investing tools to make better investing decisions from a Certified Public Account (CPA)

What you’ll learn

  • List and explain real estate related terms
  • Describe the parties and components involved in a real estate transaction
  • Explain what time value of money concept are and why they matter for real estate transactions
  • Calculate present value using Excel formulas
  • Calculate future value using Excel formulas
  • Calculate payment amount PMT using Excel formulas
  • Calculate interest rates using Excel formulas
  • Describe common financing options and loan structures
  • Build amortizations schedules using Excel

About Course

This course will provide many useful tools for real estate investors and home buyers.

Real estate investing in a complex topic for many reasons. Real estate is a large investment, often requiring a significant part of an and individuals asset portfolio. Real estate investing often requires financing which increases the complexity. The reason for purchasing real estate varies greatly form person to person, some looking for a long-term home, others looking primarily for an investment, most wanting some mixture of both. Regulations also play a significant role in real estate investing decisions.

We will include many example problems, both in the format of presentations and Excel worksheet problems. The Excel worksheet presentations will include a downloadable Excel workbook with at least two tabs, one with the answer, the second with a preformatted worksheet that can be completed in a step-by-step process along with the instructional videos.

This course will start out with the basics. We will discuss basic real estate terms because every specialized field will have terminology we need to understand to communicate well and make decisions.

Real estate transactions have many components and players involved. Once we understand the basic terminology, we will discuss how those components and players fit together for a real estate transaction to take place.

Because real estate is a long-term investment, we need to understand time value of money concepts. This course will provide a section explaining what time value of money concepts are and will demonstrate the tools needed to use time value of money concepts. We will learn how to use Excel formulas to calculate present value, future value, payments, and interest rates.

Learners will understand different financing options. We will apply our time value of money concepts as we create amortization schedules and worksheet to help us analyze different financing options.

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Real Estate Investment & Finance

Real Estate Investment & Finance Best Values

Learn to use real estate investing tools to make better investing decisions from a Certified Public Account (CPA)

7. Process Costing System-Cost Accounting-Managerial Accounting

Process costing system-managerial accounting or cost accounting including equivalent unit calculation & journal entries

What you’ll learn

  • Describe cost classifications and their importance.
  • Explain the differences in financial statements for a manufacturing company versus a merchandising company.
  • List the cost flow process for a manufacturing company.
  • Compare a job cost system and process cost system and explain when each would be used.
  • Describe the cost flows in a process cost system
  • Explain the concept of overhead and how it is used in a process cost system
  • Calculate the predetermined overhead rate.
  • Allocate overhead to job using estimates.
  • Calculate equivalent units of production
  • Allocate costs using a First in First Out (FIFO) method
  • Allocate costs using a weighted average method

About Course

Process costing system Cost Accounting Managerial Accounting

We will start by introducing managerial accounting or cost accounting topics that apply to companies that manufacture using either a job cost system or a process cost system.

The course will describe classifications for costs and the importance of being able to classify costs in different ways.

We will list and describe an outline of the process costs go through as they flow through the accounting process in a manufacturing company.

The course will compare the two major systems used to track inventory costs in a manufacturing company, the job cost system, and the process costs system. We will discuss when a company would use either a job cost system or a process cost system.

We will discuss the flow of inventory costs in a process cost system and track the process of costs related to raw materials, that then flow to work in process and factory overhead, to finished goods, and finally, are expensed in the form of cost of goods sold.

We will explain the concept of overhead and why it is needed, including the concept of actual overhead incurred and estimated overhead we apply to departments. The course will show how to calculate the predetermined overhead rate and how to use this rate to estimate overhead allocated to departments.

The course will record the journal entries related to costs as they flow through the process cost system including journal entries for the transfer of raw materials to work in process and factory overhead, the incurrence of direct and indirect wages, and other overhead costs. We will enter journal entries to allocate overhead to work in process and to transfer costs from department to department and finished goods. We will also enter journal entries to record sales transactions and related costs of goods sold.

We will calculate the cost per equivalent unit and assign costs to ending work in process and to amounts transferred out of departments using both a First In First Out (FIFO) method and a Weighted Average Method.

We will also discuss key terms and definitions related to a job cost system and how they are used in practice.

In addition to the instructional videos, this course will include:

Downloadable PDF Files

Excel Practice Files

Multiple Choice Practice Questions

Short Calculation Practice Questions

Discussion Questions

The PDF files allow us to download reference information we can use offline and as a guide to help us work through the material.

Excel practice files will be preformatted so that we can focus on the accounting process and learning some of the basics of Excel, like addition, subtraction, and cell relationships.

Multiple choice example question helps us improve our test-taking skills by reducing the information into the size and format of multiple-choice questions and discussing how to approach these questions.

Short calculation questions help us reduce problems that have some calculation down to a short format that could be used in multiple choice questions.

Discussion Question will provide an opportunity to discuss these topics with the instructor and other students, a process many students find very helpful because it allows us to see the topic from different viewpoints.

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Process Costing System-Cost Accounting-Managerial Accounting

Process Costing System-Cost Accounting-Managerial Accounting Best Values

Process costing system-managerial accounting or cost accounting including equivalent unit calculation & journal entries

8. Cost Volume Profit Analysis (cvp) Managerial Accounting

Cost accounting-Cost Vile Profit Analysis (CVP) including contribution margin income statement & forecasting with CVP

What you’ll learn

  • How to use Cost Volume Profit Analysis (CVP)
  • Managerial accounting and cost accounting concepts
  • How to categorize costs by behavior
  • How to prepare a contribution margin income statement
  • How to calculate contribution margin, unit contribution margin, & contribution margin ratio
  • How to calculate the break even point and the margin of safety
  • How to forecast using CVP
  • How to calculate operating leverage

About Course

Managerial and cost accounting topics of cost volume profit analysis (CVP).

We will review managerial accounting concepts and the difference between managerial accounting and cost accounting.

The course will start out introducing our primary CVP tool, a contribution margin income statement. The contribution margin income statement will give us an idea of where we are going as we then zoom into more detail going forward, focusing on the nuances of each step in the process.

We will discuss the concept of mixed costs, why they are a problem, and different methods for dealing with them including a high low method and scatter diagram method.

The course will explain the brea-keven point in units and revenue, one of the foundational concepts of cost volume profit analysis (CVP), and one many other concepts are built from.

We will discuss forecasting using cost volume profit analysis (CVP). Projections into the future are one of the significant benefits that CVP provides.

The course will cover techniques to apply CVP analysis when there are multiple inventory products.

We will also discuss the concept of operating leverage, how it is calculated, and why it is useful.

The course will talk about assumptions that cost volume profit analysis makes and limitations to CVP analysis.

We will also work a comprehensive problem using Excel and step by step instructional videos.

The course will have many Excel worksheets to help us review topics. Excel worksheets generally include three tabs. One tab will have the completed problem so we can see the result. Another tab will have a preformatted worksheet where we can fill in the problem. The last tab will have a blank worksheet where we can build our own tables if we choose.

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Cost Volume Profit Analysis (cvp) Managerial Accounting

Cost Volume Profit Analysis (cvp) Managerial Accounting high rated

Cost accounting-Cost Vile Profit Analysis (CVP) including contribution margin income statement & forecasting with CVP

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