TallyPrime -Tally Training in Chandigarh Mohali

TallyPrime -Tally ERP Computer Centre Chandigarh

Best Tally Training Institute in Chandigarh-Mohali

Need Help?-Call Us 6284444300

Get 30 % Discount -Send Whatsapp message

From Basics to Expertise:

All Accounting Courses at one Place in Chandigarh

TALLY | QUICKBOOKS | XERO | ADV. EXCEL | SAP FICO | GST COURSE | FINANCIAL MODELING & VALUATION ANALYST |

SAP FICO-ZOHO – QUICKBOOKS -SAGE – XERO – BUSY-MARG ERP -MYOB- ADVANCE EXCEL – FINANCIAL ANALYSIS , MODELING & VALUATION

About Us

At TallyPrime – Tally ERP Computer Centre Chandigarh, we are committed to offering the best accounting and financial training in the Chandigarh-Mohali region. In addition to Tally courses, we provide comprehensive training on various other popular accounting and financial tools, including Zoho Books, QuickBooks, Xero, Busy, SAP ERP and MYOB. We also specialize in Advanced Excel, as well as Financial Analysis, Modeling & Valuation to ensure that our students gain a diverse set of skills that are highly sought after in today’s financial landscape.

Our Vision

At TallyPrime – Tally ERP Computer Centre Chandigarh, we aim to equip aspiring professionals with the skills and knowledge necessary to excel in the fields of accounting, bookkeeping, financial reporting, and inventory management. Our mission is to bridge the gap between academic knowledge and industry requirements by offering a curriculum that is both comprehensive and practical

We specialize in comprehensive Tally courses, including TallyEssential Comprehensive Certification, which covers everything from basic accounting and inventory management to advanced financial reporting and GST compliance.

If you want to stand out as a preferred candidate for any company, it’s essential to go beyond just learning Tally. At TallyPrime – Tally ERP Computer Centre Chandigarh, we encourage you to enhance your skills by mastering a combination of crucial financial tools like Tally, Advanced Excel, GST compliance, and cloud-based accounting software such as Zoho Books, QuickBooks, Xero, and MYOB.

By gaining expertise in these areas, you will be equipped with the knowledge to handle a wide range of accounting and financial management tasks, making you a more versatile and valuable candidate. Employers today look for professionals who can manage not just traditional accounting but also modern, cloud-based solutions, as these systems are becoming the industry standard for efficient and real-time financial management.

Incorporating skills like financial analysis, modeling, and valuation, along with these software solutions, will position you as a highly competitive candidate in the job market, ready to meet the evolving demands of companies in finance, accounting, and business management.

Need More Info

Tally Prime – Tally ERP Certification Course Contents

Tally Prime – Certification Course in Chandigarh / Mohaliuthorized Tally Certification

• • Chapter 1: Fundamentals of Accounting 

• • Introduction 
    

     

    • • Meaning of Accounting 

• • Terminologies used in Accounting  

• • Concepts of Accounting 

• • Double Entry System of Accounting  
    

     

    • •   Uses of Debit and Credit   
    • •   Rules of Debit and Credit 

• • Golden Rules of Accounting  

• • Recording of Business Transactions  
    

     

    • •   Journalising Transactions 

• • Trial Balance 

• • Financial Statements .
    

     

    • •   Trading Account 
    • •   Profit & Loss Account 
    • •   Balance Sheet 

• • Subsidiary Books & Control Accounts
    

     

    • •   Cash Book 
    • •   Petty Cash Book 
    • •   Purchase (Journal) Book 
    • •   Purchases Return (Journal) Book
    • •   Sales (Journal) Book 
    • •   Sales Return (Journal) Book
    • •   Journal Proper 
    • •   Control Accounts 

• • Depreciation
    

     

    • •   Methods for Depreciation 
    • •   Preparation of Depreciation schedule 

• • Computerised Accounting
    

     

    • •   Advantages of Computerised Accounting 
    • •   Accounting Structure for Computerised Accounting 

• •  Chapter 2: Introduction to TallyPrime  

• • Introduction
    

     

    • •   Features of TallyPrime  
    • •   Downloading and Installation of TallyPrime   
    • •   Types of Licenses in TallyPrime   
    • •   Activate New License   
    • •   Reactivate License in TallyPrime   
    • •   Use License from Network in a Multiuser Environment 
    • •   Working TallyPrime in Educational Mode  
    • •   Company Creation and Setting up Company Features in TallyPrime  
    • •  Getting Started with TallyPrime  
    • •   Navigating from Anywhere to Anywhere in TallyPrime   
    • •   F12 Configuration in TallyPrime   
    • •   Alter Company Details  
    • •   Shut the Company   

• • Chapter 3:Maintaining Chart of Accounts  

• •   Introduction   

• •   Chart of Accounts   

• •   Creation of Masters in TallyPrime   
    

     

    • •   Accounting Masters   
    • •   Inventory Masters  

• •   Alteration of Masters in TallyPrime   

• •   Deletion of Masters in TallyPrime   

• •   Multi-Masters Creation and Display of Chart of Accounts  
    

     

    • •   Multi Groups Creation   
    • •   Multi Ledgers Creation   
    • •   Multi Stock Groups Creation   
    • •   Multi Stock Items Creation  

• •  Chapter 4: Recording and Maintaining Accounting Transactions  

• •   Recording Transactions in Tally  

• •   Recording Accounting Vouchers in TallyPrime  
    

     

    • •   Receipt Voucher (F6
    • •   Contra Voucher (F4)  
    • •   Payment Voucher (F5
    • •   Purchase Voucher (F9
    • •   Sales Voucher (F8
    • •   Debit Note Voucher (Alt+F5
    • •   Credit Note Voucher (Alt+F6)  
    • •   Journal Voucher (F7

• • Chapter 5: Banking   

• •   Banking  

• •   Cheque Printing
    

     

    • •   Single Cheque Printing  
    • •   Multi Cheque Printing  

• •   Deposit Slip
    

     

    • •   Cheque Deposit  
    • •   Cash Deposit  

• • Payment Advice  

• • Bank  
    

     

    • •   Manual Bank  
    • •   Auto Bank  

• • Chapter 6: Generating Financial Statements and MIS Reports  

• • Introduction  

• • Final Accounts Reports in Tally  
    

     

    • •   Trial Balance  
    • •   Profit and Loss Account  
    • •   Balance Sheet  
    • •   Cash Flow & Fund Flow Analysis Report  
    • •   Receipts and Payments  

• •   MIS Reports in Tally  
    

     

    • •   Stock Summary Analysis  
    • •   DayBook  
    • •   Cash and Bank Book  
    • •   Purchase Register  
    • •   Sales Register  
    • •   Journal Register.

• • Chapter 7: Data Security  

• • Introduction
    

     

    • •   Security Control  
    • •   Activation of Security Control  
    • •   Creation of Security Levels (User Roles)   
    • •   Creation of Users And Passwords for Company  

• •   Accessing the company using Security Levels  
    

     

    • •   Change User  
    • •   Login to the company using the Security Level – Data Entry 1 and check    

• •   the user   Roles

• •   Login to the company using the Security Level – Data Entry 2 and check   

• •    the user  Roles

• •    Login to the company using the Security Level – Accountant and check

• •    the user roles.

• • Chapter 8: Company Data Management

• • Introduction  

• • Backup of Company Data  

• • Restoring of Company Data  

• • Company Data Repair  

• • Migration of Tally.ERP 9 Company Data to TallyPrime  

• • Chapter 9: Goods and Services Tax (GST

• • Introduction to GST
    

     

    • •   Why GST?  317
    • •   GST Tax Structure  
    • •   Determination of Tax  
    • •   GST Registration  
    • •   Managing HSN CODE/SAC  
    • •   GST Rate Structure  
    • •   Supply of Goods and Services  
    • •   Invoicing  
    • •   Input Tax Credit  
    • •   E-Way Bill  

• •   GST in TallyPrime  
    

     

    • •   Creation of Company and Activating GST at Company Level  
    • •   Introducing Capital into the Business  
    • •   Creation of Masters in TallyPrime  

• •   Recording GST compliant transactions  
    

     

    • •   Accounting Intrastate Supply of Goods  
    • •   Accounting Interstate Supply of Goods  

• •   Input Tax Credit Set Off against Liability  

• •   GST Tax Payment
    

     

    • •   Timeline for payment of GST  
    • •   Modes of Payment  
    • •   Challan Reconciliation  

• • Generating GST Returns for Regular Dealer in Tally  
    

     

    • •   GSTR-1  
    • •   GSTR-3B   
    • •   GSTR-9 – GST Annual Computation   

• • Inventory Management in TallyPrime

• • Chapter 10: Storage and Classification of Inventory  

• •   Introduction 

• •   Supply Chain 
    

     

    • •   Types of Suppliers 

• •   Inventory Management
    

     

    • •   Terms Used in Inventory Management 

• •   Inventory Masters in TallyPrime 
    

     

    • •   Company Creation in TallyPrime
    • •   Introduction of Capital into a Business 
    • •  Creation of Inventory Masters in TallyPrime

• •   Tracking of Movements of Goods in Batches/Lots
    

     

    • •   Activation of  Batches/Lots for Stock Items   
    • •   Batch Reports   

• •   Price Levels and Price Lists
    

     

    • •   Activating Price Lists and Defining of Price Levels
    • •   Creation of Price List   
    • •   Price Level &Price List usage in Sales Voucher  
    • •   Revise Price List   

• • ·         Chapter 11: Accounts Receivable and Payable Management

• •   Introduction   

• •   Accounts Payable and Receivable  

• •   Maintain Bill-wise Entry   

• •   Activation of Bill-wise Entry
    

     

    • •   Usage of Bill-wise entry in Purchase and Payment Voucher   
    • •  Usage of Bill-wise entry in Sales and Receipt Voucher   
    • •   Usage of  Bill-wise entry in Payment and Receipt Voucher  
    • •   Usage of Bill-wise entry – On Account   

• •   Specifying of Credit Limit for Parties
    

     

    • •   Specifying Credit Limit for Individual Ledger 
    • •   Specifying Credit Limit for Multiple Ledger 
    • •   Sales Voucher Restriction Based on Credit Limit 

• •   Splitting of Credit Sale Into Multiple Bills 

• •   Payment Performance of Debtors 

• •   Bills Payable and Receivable Reports in TallyPrime  
    

     

    • •   Bills Receivable   
    • •   Ageing Analysis of Outstanding   
    • •   Generating Reminder Letter in TallyPrime   
    • •   Generating Confirmation of Accounts in TallyPrime   
    • •   Bills Settlement   
    • •   Bills Payables   

• • Chapter 12: Purchase and Sales Order Management  

• •   Introduction  

• •   Purchase Order Processing  
    

     

    • •   Recording of Purchase Order   
    • •   Recording of Receipt Note Voucher   
    • •   Recording Rejections Out Voucher  
    • •   Recording Purchase Voucher   
    • •   Recording Debit Note Voucher   
    • •   Recording Payment Voucher   

• • Sales Order Processing  
    

     

    • •   Recording of Sales Order In TallyPrime   
    • •   Recording Delivery Note Voucher   
    • •   Recording Rejections In Voucher   
    • •   Recording of Sales Voucher   
    • •   Recording Receipt Voucher   

• •   Order Outstandings  
    

     

    • •   Sales Order Outstanding   
    • •   Purchase Order Outstanding   
    • •   Pre-Closure of Orders   

• •   Reorder Level 
    

     

    • •   Display Reorder Status 

• •   Godown Transfer in TallyPrime 

• • Chapter 13: Tracking Additional Costs of Purchase  

• •   Introduction  

• •   Configuration of Additional Cost of Purchases in TallyPrime   
    

     

    • •   Purchase Transaction with Additional Cost Details in Voucher Mode   
    • •   Purchase Transaction with Additional Cost Details in Item Invoice Mode   
    • •   Debit Note Voucher with Additional Cost   

• • Chapter 14: Cost/Profit Centres Management   

• •   Introduction   

• •   Cost Centre and Cost Categories  
    

     

    • •   Activation of Cost Centre  
    • •   Allocation of Expenses and Incomes using Cost Centre  
    • •   Cost Centre Classes (Automatic Allocation)  
    • •   Allocation of Expenses to Multiple Cost Centres and Cost Categories   

• • Cost Centre Reports   
    

     

    • •   Category Summary   
    • •   Cost Centre Break-up   
    • •   Ledger Break-up   
    • •   Group Break-up  

• • Chapter 6: Budgets and Scenarios   

• •   Introduction  

• •   Creation of Budget

• •   Recording Transactions  

• •   Display Budgets and Variances Reports for Group Budget  

• •   Scenario Management  
    

     

    • •   Creation of Scenario  
    • •   Temporary Inclusion of Reversing Journal Voucher In the Reports.  

• • Chapter 7:Generating & Printing Reports   

• •   Introduction   

• •   On the Fly Reporting
    

     

    • •   Bird’s eye View/Drill Down Display   
    • •   Drill Down Display   
    • •   Date/Period Based Reporting & Comparing  

• •   Inventory Reports   

• •   Stock Summary   

• •   Godown-wise Stock Availability
    

     

    • •   Movement Analysis  
    • •   Stock Query   

• •   Financial Reports
    

     

    • •   Balance Sheet   
    • •   Profit & Loss A/c   

• •   Books & Registers   

• •  Printing of Invoice and Report   

Need More Info

ADVANCE EXCEL / MIS TRAINING IN CHANDIGARH

The Microsoft Office Specialist (MOS) Excel Associate Certification is a recognized credential that validates an individual’s proficiency in using Microsoft Excel, a powerful spreadsheet software widely used for data analysis, calculations, reporting, and more. This certification is designed for individuals who want to demonstrate their foundational skills and expertise in using Excel for various tasks.

By earning the MOS Excel Associate Certification, individuals showcase their ability to navigate Excel’s features and contribute effectively to data-related tasks in various industries.

Course content

• • Basic Office Automation

• • 1. Fundamentals of Computer

• • Introduction

• • Definition of a Computer System

• • Classification of Computers
    

     

    • • According to Technology
    • • According to Individuals
    • • According to size and Capacity

• • Peripherals
    

     

    • • Input Devices
    • • Output Devices

• • Memory
    

     

    • • Main Memory
    • • Secondary Memory

• • Central Processing Unit
    

     

    • • Control Unit
    • • Arithmetic Logic Unit

• • Computer Software
    

     

    • • System Software
    • • Application Software

• • 2. Miscellaneous Windows 7/10 Features

• • Introduction

• • Understanding Windows Explorer

• • Exploring Windows Explorer in Windows 7
    

     

    • • Address Bar
    • • Search Box
    • • Toolbar
    • • Navigation Pane
    • • Content Pane
    • • Details Pane
    • • Preview pane
    • • Menu bar

• • Creating Files and Folder in Windows Explorer
    

     

    • • Creating Files and Folders

• • Renaming Files and Folders
    

     

    • • Copying a File or Folder
    • • Moving a file or Folder
    • • Deleting a File or Folder

• • Using Basic Programs
    

     

    • • WordPad
    • • Paint
    • • Calculator
    • • Snipping Tool
    • • Copying, Moving and Deleting Files and Folders

• • 3. Launching Internet Explorer

• • Introduction

• • Launching Internet Explorer

• • Browsing the Web with Internet Explorer
    

     

    • • Visiting a Website
    • • Enabling the Pop-up Blocker Features
    • • Restricting a Website

• • Setting the Home Page

• • Creating an E-mail Account

• • Finding Information Through a Search Engine

• • Downloading from the Internet

• • 4. Introducing Microsoft Office 2010

• • Introduction

• • Installing Microsoft Office 2010

• • Introducing the Microsoft Office 2010 User Interface
    

     

    • • File Tab
    • • Title Bar
    • • Status Bar
    • • Quick Access Toolbar
    • • Ribbon
    • • Key Tips
    • • Mini Toolbar

• • Using Office Online Help

• • 5. Getting Started with Microsoft Word 2010

• • Introduction

• • Working with Ribbon
    

     

    • • Exploring the Ribbon

• • Creating a New Blank Word Document

• • Saving as MS Word Document

• • Applying Basic Formatting
    

     

    • • Setting Indent for a Paragraph
    • • Adding a Paragraph Border

• • Setting Tabs

• • Using the Cut, Copy and Paste Commands

• • Using the Find, Replace, and Go To Commands
    

     

    • • Using the Find Commands

• • Printing a Word Document

• • Closing A Word Document

• • Opening an Existing Word Document

• • Quitting the MS Word 2010 Application

• • 6. Working with Graphics and Tables

• • Introduction

• • Working with Basic Graphical Objects
    

     

    • • Inserting a Picture
    • • Inserting a Clip Art
    • • Inserting a Shape
    • • Inserting a SmartArt

• • Modifying a Picture
    

     

    • • Cropping a Picture
    • • Removing the Background of a Picture
    • • Changing the Color of a Picture
    • • Applying Artistic Effects to a Picture

• • Editing Graphical Objects
    

     

    • • Arranging Objects
    • • Aligning Objects

• • Grouping Objects

• • Working with Tables
    

     

    • • Inserting a Table
    • • Inserting Columns and Rows
    • • Deleting Columns and Rows
    • • Merging Cells in a Table

• • 7. Designing ad Reviewing a Word Document

• • Introduction

• • Inserting Header and Footer

• • Inserting Footnotes and Endnotes

• • Changing Page Setup Option
    

     

    • • Setting Page margins
    • • Changing Page Orientations
    • • Inserting Page Breaks

• • Performing Spelling and Grammar Check

• • Inserting and Deleting Comments

• • Tracking Changes

• • Accepting and Rejecting Changes

• • Inserting the Table of Content

• • Inserting a Caption

• • Inserting a Citation

• • Inserting a Bibliography

• • Using the Bookmarks

• • Creating Hyperlink

• • Marking a Document as Final

• • 8. Using Mail Merge

• • Introduction

• • Using Mail Merge
    

     

    • • Setting the Environment for Mail Merge
    • • Adding and Editing Recipients

• • Inserting Merge Fields

• • Previewing and Finishing Mail Merge

• • 9. Getting Started With Microsoft Excel 2010

• • Introduction

• • Exploring New Features in MS Excel

• • Launching MS Excel 2010

• • Creating a New Blank MS Excel Workbook

• • Saving an Excel Workbook

• • Adding Data to Cells

• • Modifying Cells, Rows, Columns, and Worksheets
    

     

    • • Setting the Environment for Mail Merge
    • • Adding and Editing Recipients
    • • Inserting Merge Fields
    • • Previewing and Finishing Mail Merge

• • Inserting a Cell

• • Inserting a Row

• • Inserting a Column

• • Inserting a new Worksheet

• • Removing a Cell

• • Removing a Row

• • Removing a Row

• • Removing a Column

• • Removing an Entire Worksheet

• • Renaming a Worksheet

• • Adding Border to Cells

• • Applying Conditional Formatting
    

     

    • • Applying a Conditional Formatting
    • • Applying a Color Scale
    • • Inserting Data Bars
    • • Inserting Icon Sets

• • Closing an MS Excel Workbook

• • Quitting the MS Excel Application

• • 10. Working with Tables and Charts

• • Introduction

• • Working with Tables

• • Creating a Table from a Blank Cell Range

• • Creating a Table from an Existing Data Range

• • Formatting a Table

• • Converting a Table into a Range of Data

• • Working with a Chart
    

     

    • • Creating a Chart
    • • Changing the Chart Style
    • • Changing the Chart Layout

• • 11. Getting Started with Microsoft PowerPoint 2010

• • Introduction

• • Creating a New Blank Presentation

• • Exploring the Tabs
    

     

    • • The Home Tab
    • • The Insert Tab
    • • The Design Tab
    • • The Transition Tab
    • • The Animation Tab
    • • The Slide Show Tab
    • • The Review Tab
    • • The View Tab

• • Saving a Presentation

• • Adding Slides

• • Adding Text to a Slide Using Boxes

• • Setting Up and Running a Slide Show

• • Broadcasting a Slide Show

• • Recording a Slide Show

• • Packaging a Presentation on a CD

• • Closing a Presentation and Quitting PowerPoint

• • 12. Enhancing PowerPoint Presentations

• • Introduction

• • Changing the Layout of a Slide

• • Applying Background to a Slide

• • Applying Themes to a Presentation

• • Working with Basic Graphical Objects
    

     

    • • Inserting a Picture
    • • Inserting a Clip Art
    • • Inserting a SmartArt Graphic

• • Working with Audio and Video Clips
    

     

    • • Inserting A Sound Clip
    • • Inserting Videos from a File
    • • Inserting Videos from a Website
    • • Formatting ad Editing Videos
    • • Adding Actions to a Slide
    • • Creating a Photo Album

• • 13. Building Dynamic PowerPoint Presentations

• • Introduction

• • Adding and Removing Animation Painter Tool

• • Copying Animation Using the Animation Painter Tool

• • Working with Transitions
    

     

    • • Inserting a Picture
    • • Inserting a Clip Art
    • • Inserting a SmartArt Graphic

• • Working with Audio and Video Clips
    

     

    • • Inserting A Sound Clip
    • • Inserting Videos from a File
    • • Inserting Videos from a Website
    • • Formatting ad Editing Videos

• • Adding Actions to a Slide

• • Creating a Photo Album

• • Exploring New 3D Transition

• • Adding Transition Effects to a Slide

• • Removing a Transition Effects from a Slide

• • Advance Office Automation

• • 1. Working with Formula and Functions

• • Introduction

• • Working With Formula
    

     

    • • Creating a Formula
    • • Explaining Cell Reference
    • • Creating a Formula Absolute Cell References
    • • Referencing Cells from Other Worksheets

• • Working with Functions
    

     

    • • Explaining the Function Syntax
    • • Exploring New Functions in MS Excel 2010
    • • Copying a Function

• • Applying Built-in Functions

• • Mathematical and Statistical Functions
    

     

    • • Using the SUM Function
    • • Using the COUNT Function
    • • Using the AVERAGE Function

• • Text Functions
    

     

    • • Using the CONCATENATE Function
    • • Using the LEN Function
    • • Using the REPLACE Function
    • • Using the FIND Function
    • • Using the SUBSTITUTE Function
    • • Using the SEARCH Function

• • Working with the Date and Time Functions
    

     

    • • Using the NOW Function
    • • Using the DAY Function
    • • Using the WEEKDAY Function
    • • Using the NETWORKDAYS Function

• • 2. Advance Functions in Excel

• • Logical Functions
    

     

    • • Using the AND Function
    • • Using the IF Function
    • • Using the OR Function

• • Financial Functions
    

     

    • • Using the PV Function
    • • Using the FV Function
    • • Using the NPER Function
    • • Using the RATE Function

• • Working with Lookup & Reference Functions
    

     

    • • Using the COLUMN Function
    • • Using the ROW Function
    • • Using the LOOKUP Function
    • • Using the VLOOKUP Function
    • • Using the HLOOKUP Function

• • Some Functions that Meet Specific Criteria

• • Working with Auditing Tools
    

     

    • • Using the Trace Precedents Tool
    • • Using the Trace Dependents Tool
    • • Using the Remove Arrows Tool
    • • Using the Show Formula Tool
    • • Using the Evaluate Formula Tool
    • • Checking Errors
    • • Using the Watch Window Tool

• • 3. Understanding PivotTable, What-if Analysis, and Solver

• • Working with a PivotTable

• • Creating a PivotTable

• • Creating a PivotTable Chart Based on a PivotTable Report

• • Using the Slicer to Filter PivotTable Reports

• • Using the Slicer to Filter PivotTable Reports

• • Understanding What-if Analysis

• • Using the Data Table Tool

• • Using the Scenario Manager Tool

• • Using the Goal Seek Tool

• • Understanding Solver

• • Summary

• • 4. Validating and Protecting Data

• • Understanding Data Validation

• • Setting the Criteria for Data Validation

• • Understanding Describing the Commonly used Types of Data Validation Criteria

• • Understanding Data Protection
    

     

    • • Protecting a Worksheet
    • • Protecting a Workbook

• • Summary

• • 5. Importing Data, Linking and Consolidating a Worksheet

• • Importing Data

• • Importing Data from a Microsoft Word Document

• • Importing a Microsoft PowerPoint Presentation

• • Importing Data from Microsoft Access Database

• • Linking Worksheets and Workbooks

• • Consolidating a Worksheet
    

     

    • • Consolidating Data by using the Paste Special Command
    • • Consolidating Data by using formulas
    • • Consolidating Data by using the Consolidate Command

• • Summary

Need More Info

QuickBooks Training in Chandigarh

Global Certification by Intuit

• • Installing QuickBooks
    

     

    • • System requirements
    • • Installing QuickBooks
    • • Getting started with QuickBooks
    • • Converting data from other Intuit products
    • • Registering your copy of QuickBooks
    • • Checking for QuickBooks software updates
    • • What’s new in this version of QuickBooks

• • Setting up your company file
    

     

    • • Choose a start date
    • • Gather information
    • • Create your company file
    • • Set up company lists
    • • Enter opening balances
    • • Set up payroll
    • • Enter optional adjustments
    • • Customize preferences

• • Entering historical transactions
    

     

    • • Historical transactions overview
    • • Entering sales and accounts receivable (A/R) transactions
    • • Entering accounts payable (A/P) transactions
    • • Entering payroll transactions
    • • Entering bank and other transactions
    • • Changing your start date

• • Lists
    

     

    • • Types of lists
    • • Editing and deleting list items
    • • Speeding up data entry with lists
    • • Adding customized fields to lists
    • • Keeping your lists organized
    • • Printing, saving, or emailing a list

• • Your chart of accounts
    

     

    • • Chart of accounts overview
    • • Adding new accounts
    • • Entering opening balances for accounts in use
    • • Editing opening balances
    • • Editing account information
    • • Deleting an account
    • • Using account numbers
    • • Keeping your chart of accounts organized
    • • Changing an account’s color
    • • Merging existing accounts
    • • Printing your chart of accounts

• • Items—your products and services
    

     

    • • Items overview
    • • Creating items
    • • Tips for businesses that invoice for costs
    • • Using subitems
    • • Reports about items
    • • Editing item information
    • • Deleting items
    • • Changing prices

• • Tracking sales
    

     

    • • Types of sales forms
    • • Entering a sales transaction
    • • Working with sales transactions
    • • Customizing your sales form
    • • Printing, saving, or emailing a sale form
    • • Charging for actual time and costs
    • • Creating a daily sales summary
    • • Assessing finance charges
    • • Using billing statements
    • • Using estimates
    • • Questions and answers about sales forms

• • Receiving and depositing payments
    

     

    • • Recording an invoice or statement payment
    • • Overpayments, down payments, and prepayments
    • • Retainers
    • • Correcting the application of a payment
    • • Depositing payments
    • • Recording a return
    • • Handling a bounced check from a customer
    • • Questions and answers about payments

• • Inventory
    

     

    • • Inventory overview
    • • Viewing items on order
    • • Receiving inventory items
    • • Using the inventory register
    • • Viewing the average cost of inventory items
    • • Adjusting value and quantity on hand
    • • Returning items to a vendor
    • • Reports about inventory

• • Sales tax—track and pay
    

     

    • • Sales tax overview
    • • Turning on sales tax
    • • Creating tax items for each single tax you apply
    • • Creating tax groups
    • • Editing sales tax items
    • • Assigning taxes to customers
    • • Marking items you sell as taxable
    • • Applying sales tax to an invoice or cash sale
    • • Non-taxable sales
    • • Unusual tax situations
    • • Keeping track of how much sales tax you owe
    • • Paying sales tax

• • Accounts receivable management
    

     

    • • Viewing the accounts receivable register
    • • Viewing the customer register
    • • Editing a transaction in the A/R register
    • • Changing the opening balance for a customer
    • • Viewing an A/R transaction history
    • • Viewing a QuickReport about a customer
    • • Working with A/R reports and graphs

• • Bills
    

     

    • • Bills overview
    • • Entering a bill
    • • Paying bills
    • • Viewing a bill payment
    • • Editing bills and payments
    • • Deleting bills and payments
    • • Having QuickBooks remind you to pay your bills
    • • Entering credit from a vendor
    • • Questions and answers about bills

• • Accounts payable management
    

     

    • • Viewing the accounts payable register
    • • Editing a transaction in the A/P register
    • • Viewing an A/P transaction history
    • • Viewing a QuickReport about a vendor
    • • Working with A/P reports and graphs

• • Managing your checkbook
    

     

    • • Checks overview
    • • Entering a check
    • • Editing checks
    • • Voiding checks
    • • Deleting checks
    • • Printing, saving, or emailing checks
    • • Depositing funds into your checking account

• • Credit card transactions
    

     

    • • Credit card overview
    • • Entering a credit card transaction
    • • Editing a credit card transaction
    • • Reconciling/paying your credit card statement

• • Purchase orders
    

     

    • • Purchase order overview
    • • Turning on the purchase order feature
    • • Customizing purchase orders
    • • Entering a purchase order
    • • Viewing purchase orders
    • • Receiving items against a purchase order
    • • Editing purchase orders
    • • Closing a purchase order manually
    • • Printing purchase orders

• • Account registers
    

     

    • • Account registers overview
    • • Opening an account’s register
    • • Entering transactions in a register
    • • Editing transactions in a register
    • • Finding a specific transaction
    • • Printing, saving, or emailing a register

• • Assets, liabilities, and equity
    

     

    • • Assets overview
    • • Adding fixed asset and depreciation accounts
    • • Selling fixed assets
    • • Recording thefts or losses of fixed assets
    • • Purchasing assets
    • • Liabilities overview
    • • Borrowing money
    • • Adding a loan to your chart of accounts
    • • Tracking loan payments
    • • Equity overview
    • • Distributing yearly profits to partners
    • • Creating equity accounts
    • • Transferring money out of Opening Bal Equity
    • • Recording an owner’s draw
    • • Recording an owner’s capital investment

• • Account reconciliation
    

     

    • • Reconciling accounts overview
    • • Balancing your account for the first time
    • • Reconciling your checking account statement
    • • Marking cleared transactions
    • • Completing reconciliation
    • • Reconciling your credit card statement
    • • Correcting differences
    • • Printing a reconciliation report

• • Time tracking
    

     

    • • Time tracking overview
    • • Time tracking preferences
    • • Filling in a weekly timesheet
    • • Entering single activities
    • • Invoicing customers for time
    • • Reports about time

• • Reports, graphs, and budgets
    

     

    • • Setting your report preferences
    • • Creating a report
    • • Customizing a report
    • • Filtering report data
    • • Using QuickZoom for report details
    • • Printing, saving, or emailing a report
    • • Exporting a report to Microsoft Excel
    • • Memorizing and recalling reports
    • • QuickReports
    • • Questions and answers about reports
    • • Graphs
    • • Budgets

Book My Zoho Demo

Xero Training In Chandigarh 

Course Content

• • 1. Introduction to Xero and Cloud Accounting

• • 2. Getting Started with Xero
    

     

    • • Creating an Account and Setting Up Your Business
        Step-by-step guidance on how to create a Xero account and enter your business’s basic details such as name, address, tax ID, and industry.
    • • Configuring Initial Settings
        Learn how to customize your business profile, set up your financial year, select the appropriate tax rates, and configure currency settings if your business deals with multiple currencies.
    • • Exploring the Xero Interface
        A detailed walkthrough of Xero’s dashboard, highlighting key features and tools, including bank accounts, sales, purchases, and financial reports. You’ll learn how to navigate the software with ease.

• • 3. Managing Chart of Accounts
    

     

    • • Understanding the Chart of Accounts
        Learn what the chart of accounts is and how it serves as the backbone of your financial reporting. Understand the difference between asset, liability, equity, revenue, and expense accounts.
    • • Customizing Your Chart of Accounts
        Tailor your chart of accounts to your business’s unique needs. Learn how to add, edit, and delete accounts, as well as assign tax rates to each account for accurate reporting.

• • 4. Bank Reconciliation and Transactions
    

     

    • • Connecting Your Bank Accounts
        Learn how to securely link your bank accounts to Xero for real-time access to your transactions. Understand the importance of bank feeds for accurate and up-to-date financial data.
    • • The Reconciliation Process
        Master the bank reconciliation process, where you compare your bank statements to the transactions recorded in Xero. This section will cover the best practices for reconciling deposits, payments, and transfers.
    • • Setting Up Bank Rules
        Automate recurring transactions by setting up bank rules. This helps you save time by automatically categorizing and reconciling transactions that follow a consistent pattern, such as regular supplier payments or customer receipts.

• • 5. Invoicing and Billing
    

     

    • • Creating Professional Invoices
        Learn how to create and customize professional invoices, including setting payment terms, due dates, and automating email reminders for unpaid invoices. You’ll also learn how to add your company’s logo and brand colors to invoices.
    • • Managing Customer Payments
        Understand how to track customer payments, mark invoices as paid, and handle partial payments. Learn how to set up online payment gateways like Stripe or PayPal to receive payments directly through Xero.
    • • Recurring Invoices
        Set up recurring invoices for clients who are billed regularly (e.g., monthly subscription services). Automate the process to save time and improve cash flow consistency.
    • • Creating and Managing Bills
        Discover how to enter and manage bills from suppliers, ensuring that expenses are tracked accurately and payments are made on time. Learn how to schedule recurring bill payments and avoid late fees.

• • 6. Expense Tracking and Claims
    

     

    • • Tracking Day-to-Day Expenses
        Learn how to accurately record business expenses, categorize them, and assign them to the correct account to maintain clean and organized financial records.
    • • Expense Claims for Employees
        Set up and manage expense claims for employees, where team members can submit their work-related expenses for reimbursement. Xero streamlines this process, allowing employees to submit claims digitally.
    • • Automating Expense Processes
        Explore ways to automate expense tracking by integrating with expense management tools like Receipt Bank or Expensify, which sync with Xero to reduce manual data entry.

• • 7. Multi-Currency Transactions
    

     

    • • Handling Multi-Currency in Xero
        Learn how to deal with multi-currency transactions if your business operates internationally. Understand how Xero automatically updates exchange rates and handles currency conversions.
    • • Managing Foreign Currency Payments
        Discover how to invoice customers and pay suppliers in foreign currencies. Learn how to reconcile bank accounts that hold foreign currency balances.

• • 8. Inventory Management
    

     

    • • Setting Up and Tracking Inventory
        If your business sells products, learn how to set up inventory items in Xero. Track stock levels, costs, and sales quantities accurately, ensuring you have a clear view of what’s in stock and when to reorder.
    • • Automating Inventory Management
        Integrate Xero with eCommerce platforms like Shopify or WooCommerce to automatically track inventory levels in real-time, reducing manual data entry and improving accuracy.
    • • Inventory Reporting
        Generate reports that show inventory performance, helping you understand stock movement, identify best-selling items, and manage reordering strategies more effectively.

• • 9. Payroll Management
    

     

    • • Setting Up Payroll in Xero
        Learn how to set up payroll for employees, including adding employee details, configuring pay rates, tax settings, and deductions (such as retirement contributions or insurance premiums).
    • • Processing Payroll
        Step-by-step guidance on how to run payroll in Xero, including calculating employee pay, generating pay slips, and processing salary payments. You’ll also learn how to handle payroll taxes and ensure compliance with local regulations.
    • • Managing Leave and Time Off
        Discover how to track employee leave balances, including vacation days, sick leave, and other time-off entitlements. Automate leave accruals to ensure accuracy in payroll processing.
    • • Payroll Compliance
        Ensure compliance with payroll regulations by setting up Xero to automatically calculate and deduct employee tax contributions, providing accurate records for tax filings.

• • 10. Financial Reporting and Analysis
    

     

    • • Generating Standard Financial Reports
        Learn how to generate key financial statements such as profit and loss, balance sheets, cash flow statements, and trial balances. These reports help provide a clear picture of your business’s financial health.
    • • Customizing Financial Reports
        Discover how to create custom reports to meet specific business needs, such as sales by region, expenses by category, or profitability by project. This helps business owners make informed decisions.
    • • Tracking Financial Performance Over Time
        Explore how to set financial goals, create budgets, and compare actual performance against forecasts. Use Xero’s reporting tools to track trends over time and improve financial decision-making.

• • 11. Taxation and Compliance
    

     

    • • Managing Sales Tax (GST, VAT, etc.)
        Set up sales tax rates relevant to your region, such as GST in India, VAT in Europe, or other local taxes. Ensure that your invoices and bills automatically calculate the correct tax amounts.
    • • Filing Tax Reports
        Learn how to generate tax reports and file them directly from Xero. This includes preparing GST returns, VAT submissions, and other compliance reports based on your business’s tax structure.
    • • Ensuring Audit-Ready Records
        Ensure that your financial records are accurate and audit-ready. Learn best practices for maintaining clean records, so you’re prepared for any tax audits or inquiries.

• • 12. Managing Contacts (Customers and Suppliers)
    

     

    • • Adding and Organizing Contacts
        Discover how to add new contacts for both customers and suppliers, and organize them into groups (such as VIP customers or key suppliers) for easy management.
    • • Tracking Contact History
        Learn how to track the history of transactions and communications with each contact, helping you build better relationships with clients and suppliers.
    • • Managing Outstanding Balances
        Monitor outstanding balances for each customer and supplier, ensuring that you stay on top of collections and payments.

• • 13. Xero Integrations
    

     

    • • Connecting Third-Party Apps
        Learn how to integrate Xero with other tools and platforms like CRM systems (e.g., Salesforce), eCommerce platforms (e.g., Shopify), and expense management tools (e.g., Expensify). This allows for seamless data flow across systems and reduces manual data entry.
    • • Payment Gateways and Online Payments
        Set up payment gateways such as PayPal, Stripe, or Square to receive payments directly through Xero invoices. Learn how to manage and reconcile these payments with ease.

• • 14. Mobile App and On-the-Go Accounting
    

     

    • • Using Xero’s Mobile App
        Explore the functionality of Xero’s mobile app, which allows you to manage your finances from anywhere. Learn how to send invoices, approve expenses, and reconcile transactions on the go.
    • • Real-Time Financial Management
        Access real-time data and reports via the mobile app to stay updated on your business’s financial status, even when you’re away from your computer.

• • 15. Final Assessment and Certification

Other Popular Course

SAP FICO Training in Chandigarh

• • SAP FICO SYLLABUS
    

     

    • • o Introduction Of SAP
    • • o Types Of SAP Projects
    • • o ASAP Roadmap Methodology Or Project Phases
    • • o Project Preparation
    • • o Business Blueprint
    • • o Realization
    • • o Final Preparation
    • • o Go-Live And Support
    • • o Types Of Document Prepared By Function Consultant

• • ENGTERPRISE STRUCTURE & BASIC SETTINGS: (PRACTICAL SESSION)
    

     

    • • o Define Company
    • • o Define Company Code
    • • o Define Business Area
    • • o Assign Company Code To Company
    • • o Maintain Controlling Area
    • • o Assignment Of Company Code To Controlling Area

• • GENERAL SETTINGS
    

     

    • • o Maintain Fiscal Year Variant
    • • o Assign Fiscal Year Variant To Company Code
    • • o Define Posting Period Variant
    • • o Assign Posting Period Variant To Company Code
    • • o Maintain Open And Close Posting Periods
    • • o Define Field Status Variant
    • • o Define Tolerance Groups For Employees
    • • o Define Tolerance Groups For G/L
    • • o Assign Field Status Variant To Company Code
    • • o Document Types
    • • o Posting Keys
    • • o Define Number Ranges For Document Types

• • GENERAL LEDGER ACCOUNTING
    

     

    • • o Define Chart Of Account
    • • o Assign Company Code To Chart Of Account
    • • o Define Accounts Groups
    • • o Define Retain Earning Accounts
    • • o Create G/L Master Data
    • • o Change G/L Master Data
    • • o Block/Unblock G/L Master
    • • o Delete G/L Master
    • • o Transaction Posting To G/L Account
    • • o Normal Posting
    • • o Reversal Posting (Individual)
    • • o Hold Document
    • • o Park Document
    • • o View G/L Report
    • • o Foreign Currency Settings
    • • o Cash Journal
    • • o Setup Cash Journal Account
    • • o Document Type For Cash Journal
    • • o Number Range For Cash Journal
    • • o Setup Cash Journal Transaction
    • • o Cash Journal Posting And Reports

• • ACCOUNT PAYABLE
    

     

    • • o Define Vendor Account Groups
    • • o Create Number Ranges For Vendor Account Groups
    • • o Assign Number Ranges To Vendor Account Groups
    • • o Define Tolerance Groups For Vendors
    • • o Create Vendor Master Data
    • • o Modify Vendor Master Data
    • • o Block/Unblock Vendor Master Data
    • • o Post Vendor Invoice
    • • o Post Credit Memo
    • • o Vendor Accounts Balances (Open Item Report)
    • • o Vendor Outgoing Payment With Clearing
    • • o Terms Of Payment
    • • o Terms Of Payment (Normal)
    • • o Terms Of Payment (With Discount)
    • • o Terms Of Payment (Fixed)
    • • o Terms Of Payment (Installment)
    • • o Vendor Down Payment
    • • o Create Down Payment Reconciliation Account
    • • o Link Down Payment Recon. Act With Vendor Recon. Act
    • • o Post Vendor Down Payment
    • • o Post Vendor Invoice
    • • o View Vendor Report
    • • o Clear Down Payment
    • • o Make Vendor Payment
    • • o View Vendor Report
    • • o Automatic Payment Program
    • • o Step1: All Company Code
    • • o Step 2: Paying Company Codes
    • • o Step 3: ‘Payment Methods In Country
    • • o Step 4: Payment Methods In Company Code
    • • o Step 5: House Bank
    • • o Step 6: ‘Bank Determination
    • • o Step 7: Update Vendor Master
    • • o House Bank And Bank Account Set Up
    • • o Withholding Tax Configuration
    • • o Check Withholding Countries
    • • o Define Withholding Tax Keys
    • • o Define Reasons For Exemption
    • • o Define Withholding Tax Type For Invoice Posting
    • • o Define Withholding Tax Codes
    • • o Activate Extended Withholding Tax
    • • o Creation Of G/L Account For TDS Posting
    • • o Define Accounts For Withholding Tax To Be Paid Over
    • • o Activation Of CIN In Vendor Master
    • • o Maintain Company Code Settings
    • • o Assign Withholding Tax To Vendor Master
    • • o TDS Posting Scenario
    • • o TDS Posting With Exemption Scenario
    • • o Update Exemption Details To Vendor Master

• • ACCOUNT RECEIVABLE
    

     

    • • o Define Customer Account Groups
    • • o Create Number Ranges For Customer Account Groups
    • • o Assign Number Ranges To Customer Account Groups
    • • o Tolerance Groups For Customer
    • • o Define Customer Accounts
    • • o Post Customer Invoice
    • • o Post Customer Credit Memo
    • • o Customer Accounts Balances (Open Item Report)
    • • o Customer Outgoing Payment With Clearing
    • • o Display Posted Document
    • • o Customer Down Payment
    • • o Create Down Payment Reconciliation Account
    • • o Link Down Pyt Recon. Act With Cust. Recon. Account
    • • o Post Customer Down Payment
    • • o Post Customer Invoice
    • • o View Customer Report
    • • o Clear Down Payment
    • • o Make Customer Payment
    • • o View Customer Report
    • • o Dunning Configuration
    • • o Define Dunning Procedure
    • • o Run Dunning Program
    • • o Bill of Exchange
    • • o Post bill of exchange
    • • o Present bill of exchange
    • • o Discounting bill of exchange
    • • o Tax On Sales/Purchase (GST)
    • • o Define Condition Type
    • • o Create G/L Accounts
    • • o Create/Copy Transaction Key
    • • o Assign G/L Accounts
    • • o Create Tax Procedure
    • • o Assign Tax Procedure To Country
    • • o Creation Of Tax Codes
    • • o Edit Sales Revenue G/L
    • • o Post A Customer Invoice

• • ASSET ACCOUNTING:
    

     

    • • o Copy Reference Chart Of Depreciation
    • • o Assignment Of Chart Of Depreciation To Company Code
    • • o Creation Of 0% Tax Codes For Sales And Purchased
    • • o Assignment Of 0% Tax Code To Company Code
    • • o Specify Account Determination
    • • o Creation Of Screen Layout Rules
    • • o Define Number Range Intervals
    • • o Creation Of Asset Class
    • • o Creation Of G/L Accounts
    • • o Assignment/Integration Of G/L Account For Automatic Posting
    • • o Specify Document Type For Depreciation Posting
    • • o Specify Interval And Posting Rule
    • • o Determination Of Depreciation Area In The Asset Class
    • • o Specify Rounding Of Net Book Value
    • • o Define Screen Layout For Asset Master Data
    • • o Specify The Screen Layout For Asset Depreciation Area
    • • o Define Depreciation Calculation Methods
    • • o Maintain Depreciation Key
    • • o Creation Of Asset Master Records
    • • o Edit Asset Master Records
    • • o Asset Purchase
    • • o Asset Explorer
    • • o Depreciation Run
    • • o Acquisition Of Fixed Assets
    • • o Sale Of Fixed Assets
    • • o Sale Of Asset With Customer
    • • o Sale Of Asset Without Customer
    • • o Transfer Of Assets
    • • o Intercompany Transfer
    • • o Intracompany Transfer
    • • o Asset Scraping
    • • o Depreciation Run
    • • Closing down procedures

• • Integration
    

     

    • • o Integration with FI & MM
    • • o Integration with FI & SD
    • • o Integration with FI & HR

• • Reports
    

     

    • • o Various reports of customers vendors and assets

• • OTHER IMPORTANT TOPICS
    

     

    • • o Sensitive Fields For Dual Control
    • • o One Time Vendor Concept (Prerecorded Session)
    • • o Validation Rule
    • • o Substitution Rule
    • • o Legacy System Migration Workbench (LSMW)
    • • o Financial Statement Version

• • New GL Accounts
    

     

    • • o Configuring new GL
    • • o Configuring multiple ledger
    • • o Document splitting
    • • o Configuring leading and non-leading ledger

• • CONTROLLING MODULE

• • COST ELEMENT ACCOUNTING:
    

     

    • • o Creation Of Primary Cost Element
    • • o Edit Primary Cost Element
    • • o Mass Creation Of Primary Cost Element
    • • o Generation Of Batch Input Session
    • • o Run Batch Input Session
    • • o Creation Of Secondary Cost Element
    • • o Edit Secondary Cost Element
    • • o Display Secondary Cost Element

• • COST CENTER ACCOUNTING:
    

     

    • • o Activate Cost Center Accounting
    • • o Cost Center Standard Hierarchy
    • • o Creation Of Cost Center Categories
    • • o Creation Of Cost Center
    • • o Edit Cost Center
    • • o Display Cost Center
    • • o Deletion Cost Center
    • • o Cost Center Report

• • PROFIT CENTER ACCOUNTING:
    

     

    • • o Activate Profit Center
    • • o Maintain Controlling Area Settings
    • • o Define Dummy Profit Center
    • • o Set Control Parameters For Actual Data
    • • o Maintain Plan Versions
    • • o Create Profit Center
    • • o Edit Profit Center
    • • o Display Profit Center

• • INTERNAL ORDER
    

     

    • • o Define Settlement Profiles
    • • o Define Order Type
    • • o Define And Assign Number Range
    • • o Create Internal Order
    • • o Create Internal Order
    • • o Display Internal Order

Need More Info!

Financial Modeling & Valuation Analyst (FMVA) Training in Chandigarh

Duration: 3 Months
Mode: Online/Offline (Chandigarh and Mohali)
Prerequisites: Basic knowledge of finance and accounting principles

Module 1: Financial Analysis Fundamentals

Objective: Introduce students to core financial statements and essential analysis techniques.

• • Key Topics:
    

     

    1. 1. Understanding the Balance Sheet, Income Statement, and Cash Flow Statement
    1. 1. Financial Ratios (Profitability, Liquidity, Efficiency, Solvency)
    1. 1. Trend and Common Size Analysis
    1. 1. Interpreting Financial Statements
    1. 1. Case Studies: Financial Health of Companies

Deliverables:

• • Real-world case study analysis

• • Financial ratio interpretation report

Module 2: Introduction to 3-Statement Modeling

Objective: Teach students to build an integrated financial model from scratch.

• • Key Topics:
    

     

    1. 1. Linking the Income Statement, Balance Sheet, and Cash Flow Statement
    1. 1. Forecasting Revenues and Expenses
    1. 1. Building Financial Assumptions
    1. 1. Circular References and Iteration in Excel
    1. 1. Building and Auditing Models

Deliverables:

• • Fully functional 3-statement financial model

Module 3: Introduction to Business Valuation

Objective: Provide an understanding of valuation methodologies and their application.

• • Key Topics:
    

     

    1. 1. Overview of Valuation Approaches (DCF, Comparable Analysis, Precedent Transactions)
    1. 1. Valuing Startups vs. Mature Companies
    1. 1. Equity Value vs. Enterprise Value
    1. 1. Market Capitalization and Multiples
    1. 1. Applying Valuation in M&A Transactions

Deliverables:

• • Valuation of a sample company using multiple methods

Module 4: Operational Modeling

Objective: Develop operational models to assess company performance.

• • Key Topics:
    

     

    1. 1. Revenue and Cost Drivers
    1. 1. Building Assumptions for Operational Models
    1. 1. Operating Metrics (ARPU, LTV, CAC, etc.)
    1. 1. Capacity Planning and Cost Control
    1. 1. Sensitivity of Operational Assumptions

Deliverables:

• • A detailed operational model for a case company

Module 5: DCF Valuation Modeling

Objective: Deep dive into the Discounted Cash Flow (DCF) model for valuation.

• • Key Topics:
    

     

    1. 1. Free Cash Flow (FCF) Calculation
    1. 1. Terminal Value Estimation (Growth and Exit Multiple Method)
    1. 1. Weighted Average Cost of Capital (WACC)
    1. 1. DCF Sensitivity Analysis
    1. 1. Common Pitfalls in DCF Models

Deliverables:

• • Complete DCF model of a public company

Module 6: Comparable Valuation Analysis

Objective: Teach students to perform relative valuation using comparable companies.

• • Key Topics:
    

     

    1. 1. Identifying Comparable Companies
    1. 1. Selecting and Normalizing Financial Metrics
    1. 1. EV/EBITDA, P/E, and P/S Ratios
    1. 1. Pros and Cons of Comparable Valuation
    1. 1. Building a Comparable Analysis Template

Deliverables:

• • Comparable company analysis report

Module 7: 3-Statement Modeling (Advanced)

Objective: Build more complex and dynamic financial models with scenario analysis.

• • Key Topics:
    

     

    1. 1. Advanced Forecasting Techniques (Revenue, COGS, CAPEX)
    1. 1. Handling Different Capital Structures
    1. 1. Scenario Planning and Sensitivity Analysis
    1. 1. Circular Reference Management
    1. 1. Stress Testing Financial Models

Deliverables:

• • Advanced 3-statement financial model with scenario analysis

Module 8: Budgeting and Forecasting

Objective: Equip students with skills to prepare budgets and forecasts.

• • Key Topics:
    

     

    1. 1. Budgeting Techniques and Variance Analysis
    1. 1. Rolling Forecasts and Strategic Planning
    1. 1. Revenue and Expense Forecasting
    1. 1. Integration of Budget and Financial Models
    1. 1. Case Study: Corporate Budget Process

Deliverables:

• • Annual budget for a case company

Module 9: Monthly Cash Flow Modeling

Objective: Develop cash flow models to predict and manage liquidity.

• • Key Topics:
    

     

    1. 1. Cash Flow Drivers (Working Capital, Debt, etc.)
    1. 1. Monthly Forecasting for Cash Flow
    1. 1. Short-Term vs. Long-Term Cash Flow Projections
    1. 1. Managing Surplus and Deficits
    1. 1. Cash Flow Stress Testing

Deliverables:

• • Monthly cash flow projection model

Module 10: Scenario & Sensitivity Analysis in Excel

Objective: Build robust models with flexible inputs to test different business scenarios.

• • Key Topics:
    

     

    1. 1. Sensitivity to Key Assumptions (Growth, Margins, WACC)
    1. 1. Building Scenario Managers in Excel
    1. 1. Best Case, Worst Case, and Base Case Scenarios
    1. 1. Monte Carlo Simulation (Basic)
    1. 1. Excel Tools for Scenario Management

Deliverables:

• • Scenario analysis report based on a financial model

Module 11: Dashboards & Data Visualization

Objective: Create dashboards for financial data visualization.

• • Key Topics:
    

     

    1. 1. Best Practices for Financial Dashboards
    1. 1. Data Visualization Tools in Excel
    1. 1. KPI Dashboards and Performance Tracking
    1. 1. Dynamic Dashboards using Pivot Tables
    1. 1. Case Study: Building an Executive Dashboard

Deliverables:

• • Interactive financial dashboard

Module 12: PowerPoint & Pitchbooks

Objective: Prepare professional presentations to communicate financial analysis results.

• • Key Topics:
    

     

    1. 1. Key Elements of Financial Pitchbooks
    1. 1. Structuring Financial Presentations
    1. 1. Designing Effective Charts and Graphs
    1. 1. Tailoring Content for Different Audiences (Investors, Management)
    1. 1. Storytelling with Data

Deliverables:

Financial pitchbook presentation

Need More Info!

Other Courses in Chandigarh

• • SAGE ACCOUNTING

• • ZOHO ACCOUNTING

• • XERO ACCOUNTING

• • TALLY PRIME WITH GST

• • ACCOUNTING & TAXATION

• • MARG-ERP

• • FINANCIAL MODELING

• • FINANCIAL ACCOUNTING

Need help?

Book My Demo

Offce Address

SCO 80-82, 4^th Floor, Sector 34A,
Chandigarh, 160022.

Contact Us

Phone: 9914460591

Phone:6284444300

Training & Courses in Chandigarh – Mohali

• • SAP Training in Chandigarh – Includes FICO, MM, SD, PP, HCM, ABAP, and HANA modules.

• • QuickBooks Training in Chandigarh – Learn how to use QuickBooks for accounting.

• • Tally with GST Training in Chandigarh – Get hands-on with Tally software and GST.

• • HR and Payroll Training in Chandigarh – Learn essential HR and payroll management skills.

• • SAP Courses in Chandigarh – Comprehensive SAP courses across various modules.

• • QuickBooks Courses in Chandigarh – Complete training on QuickBooks software.

• • Tally GST Courses in Chandigarh – Master Tally software along with GST knowledge.

• • HR Training in Mohali – Focused learning on Human Resources practices.

• • Payroll Training in Mohali – In-depth payroll management training.

• • SAP Certification in Chandigarh – Earn professional SAP certifications.

• • QuickBooks Certification in Chandigarh – Certification program for QuickBooks proficiency.

• • Tally GST Certification in Chandigarh – Achieve certification in Tally and GST skills.

• • HR & Payroll Certification in Mohali – Become certified in HR and payroll management.

• • Professional Training Institute in Chandigarh – Offers courses in multiple fields.

• • Accounting Software Training in Chandigarh – Training on popular accounting software.

• • GST Training Institute in Chandigarh – Specialized GST learning programs.

• • Payroll Management Training in Chandigarh – Learn how to manage payroll processes efficiently.

• • SAP Job Placement in Chandigarh – Assistance in SAP-related job placements.

• • QuickBooks Job Placement in Chandigarh – Help with job placement in QuickBooks-related roles.

• • Tally GST Job Placement in Chandigarh – Job placement support for Tally and GST experts.

• • HR Career Training in Mohali – Build your career with HR training.

• • Payroll Career Training in Mohali – Launch your career in payroll management.

• • Professional Development in Chandigarh – Courses to boost your career skills.

• • Salesforce CRM Admin and Developer Training in Chandigarh – Learn Salesforce administration and development.