Pre-start Resources

These pre-start resources are free to access ahead of starting or during the early weeks of your accounting and finance role. They have been compiled from our archive of video lecture content and are a great way to get up to speed before your first formal study course. You may be familiar with some of the concepts but with over 7 hours of video content, there should be something for everyone. Get started below:

Pre-start Resources

Pre-start Resources

These pre-start resources are free to access ahead of starting or during the early weeks of your accounting and finance role. They have been compiled from our archive of video lecture content and are a great way to get up to speed before your first formal study course. You may be familiar with some of the concepts but with over 7 hours of video content, there should be something for everyone. Get started below:

PRE-START RESOURCES

The Role of the Finance Function

Finance roles are varied, but a key theme is providing information to keep the business management informed.

Video: Types of business

Video: Management information

Video: Accurate data vs information

Video: Financial accounting

Video: Contribution to business objectives

Communication

Numeracy Skills

When processing transactions or reviewing/ reporting data some key maths skills will be required.

Video: Numeracy skills

Video: Averages 

PDF: Percentage Skills

PDF: Decimals and Rounding Skills

PDF: Algebra Skills

Excel Spreadsheets for Beginners

The use of spreadsheets is a fundamental skill required in the workplace. Spreadsheets can be used to store, organise and analyse financial information, and should be presented in a way to enable informed decisions to be made.

Spreadsheet Basics

Employers often require these types of skills, therefore this assessment is designed to ensure that you understand the underlying principles of spreadsheets and that you can use them competently in an accounting environment.

PDF: Basic spreadsheets – Document 1

PDF: Excel keyboard shortcuts

Video: Creating or opening a workbook

Video: Templates

Entering Data

Let’s take our spreadsheet knowledge a stage further in terms of entering data and will introduce inserting and deleting rows and columns as well as cutting, copying and pasting cells of data. We will look at how the contents of cells can be moved around and how to use multiple sheets within a workbook and consider different ways of entering data into our spreadsheets.

The presentation of our page in Excel is important to ensure the correct data is displayed for the user, to help us do this we will look at the page ‘setup’ information.

PDF: Basic spreadsheets – Document 2

Resource: Import Data

Video: Rows and columns

Video: Cut, copy and paste

Video: Importing data

Video: Page Setup

Formatting

Here we will be applying different styles of formatting. The spreadsheet below should be opened and you should work through the activities relating to this chapter as you follow the guidance in these notes.

PDF: Basic spreadsheets – Document 3

Resource: Spreadsheet

Video: Formatting fonts

Video: Formatting numbers

Video: Headers and footers

Video: Conditional formatting

Simple Formula

Here we will introduce the basic formulas we may wish to use in a spreadsheet. We will learn how to enter, amend and display the formula.

PDF: Basic spreadsheets – Document 4

PDF: Overview of formulas in Excel

PDF: SUM function

PDF: How to avoid broken formulas

Video: Formulae

Video: Sum

Video: Date Functions

Ethics and Codes of Conduct

Financial Documents

Basic Accounting

Value Added Tax

Most businesses are VAT registered meaning it is important to show VAT on documentation and understand how it is calculated.

Video: What is VAT

Video: Calculating gross values from net values

Video: Payment of VAT

Double Entry Bookkeeping

Accounting systems work on the principles of Debits and Credits. This is a very important concept when understanding how transactions are recorded.

Video: The dual effect

Video: Double-entry bookkeeping

Video: Bookkeeping illustration

Video: General and subsidiary ledge

Video: Posting a transaction to the ledger

Video: Balancing off the ledger accounts

Additional Useful Resources

EMPLOYABILITY SKILLS RESOURCES

Making a Good First Impression

Most companies will have a probation period in their employability contracts. This is a period of time to impress your new boss and colleagues to ensure you are kept on. Even though you may not know how to do particular parts of your role when you first start a new job, there are some things you can still do to make a good impression on your co-workers. Below are some links to useful tips and information on how to make a great first impression.

Video: How to Make a Good First Impression

Links to additional resource

Tips for making a good impression at work:

Office Etiquette & Professional Behaviour

When you start in a new role, particularly if it is your first job, it can be difficult to navigate your way around office culture and know how to act or what you can do to help. However, some parts of office etiquette are universal and even it is your first job your employer will expect you to act professionally. Find some helpful links and information on how to act professionally in the workplace.

Video: Professional Behaviours

Links to additional resource

Tips to be professional in the workplace:

How to write a professional email:

Using your phone at work:

Being Proactive

One of the most important things you can do when starting a new job to impress your colleagues and progress quickly is to use your initiative and be proactive. Below are links to some useful tips and information on how to be proactive in the workplace.

Links to additional resource

Tips on how to be proactive at work:

More Employability Skills

From finding the right career for you to making a good impression on your first day, this article has a number of resources to help in all aspects of finding a job. Combining original content from First Intuition and links to other helpful resources.

Article: Finding a Job – Employability Skills

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