Chart of Accounts, Trial Balance, Excel Automations | EPISODE 8 | Borderless Accountants

Описание: Sa session na ito, tinackle namin ang core bookkeeping concepts at practical applications na super importante para sa mga aspiring bookkeepers. From learning the Chart of Accounts (COA), recording transactions, preparing a Trial Balance, hanggang sa paggamit ng Excel automation, nagkaroon ng hands-on practice na parang totoong business simulation.

✨ Key Highlights:

00:00 - 00:34 | Intro – Welcome to Borderless Accountants Free US Bookkeeping Course
00:35 - 02:28 | Community Engagement – TikTok, YouTube, Facebook growth goals
02:36 - 04:03 | Review of Previous Session – 6 steps of the accounting cycle & client onboarding insights
04:39 - 05:04 | Bookkeeping Basics – Recording & posting transactions
05:05 - 05:43 | General Ledger Explained
05:44 - 08:51 | Unadjusted Trial Balance & Excel Demo
08:52 - 18:52 | Chart of Accounts (COA) – Codes, titles, and account types
19:04 - 27:25 | Initial Transactions – Owner’s investment & laptop contribution
28:23 - 36:05 | Client Engagement – First invoice recorded (Accounts Receivable & Service Income)
36:11 - 43:08 | More Transactions – Office supplies, printer purchase, accounts payable
44:03 - 47:22 | Business Scenario – Invoicing, payments, reconciliation services
48:21 - 53:07 | Monthly Expenses – Rent, utilities, software subscriptions
54:03 - 56:41 | Trial Balance Validation & Fixing Errors
59:23 - 1:00:08 | Accounting Equation – Assets = Liabilities + Equity (Income – Expenses)
1:00:22 - 1:01:05 | Guest Intro – Nema, recruiter from California
1:01:22 - 1:02:04 | Wrap-up & Announcements – Next session + community invite

📌 Key Takeaway:
Kahit may QuickBooks or ibang software, importante pa rin na naiintindihan mo ang fundamentals ng bookkeeping. Excel is your best friend para ma-master ang basics at makita ang behind-the-scenes ng financial statements.

🙌 Join Our Community!
Be part of our growing community for free training, live workshops, at mentorship opportunities:
👉 Facebook Page: Borderless Accountants
👉 Facebook Group: Borderless Accountants Community
👉 TikTok: @borderlessaccountants
👉 YouTube: Subscribe for weekly sessions!

💡 Don’t forget to like, comment, and subscribe para updated ka sa next trainings. Sama-sama nating i-level up ang skills natin sa US bookkeeping and tax profession!