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Looking to Shore up your Business Knowledge?

..You're in the Right Place

"BusinessBundle" is your one stop shop for all things business. This three course bundle is designed specifically for students seeking to grow their career or manage personal finances. By the end of the course, students will be exposed to key elements of business applicable to everyday scenarios.


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About the Course

What Really is Business?


Business is a broad and generic term that can represent so many different fields. The fields are endless- from accounting, finance, marketing, international, communications- the list goes on and on. However, there are certain topics that all individuals, regardless of their walk of life or occupation, should know. This is where BusinessBundle comes in.

BusinessBundle is a three course, video and textbook series, that is specifically designed for the individual that wants to either pursue a career in a business related field or to improve personal finances. We believe there are three pillars to building a strong foundation in business acumen- Accounting, Tax Strategy, and Microsoft Excel. Check out the summaries below and be sure to visit the links to get more information on the courses you will be receiving in this bundle. 


Business and accounting come hand in hand; you cannot have one without the other. Accounting is the language of business and in its simplest form, accounting is a platform that allows businesses to record transactions.  The Accounting course starts with an overview of accounting and business concepts and then dives into technical theory. After going over technical concepts, it then takes a step back and shows how the technical theory relates to business operations. Lastly, it concludes with a chapter on utilizing technical theory to analyze companies.

Tax Strategy:

Proper tax planning is perhaps the most important step to the promised land of financial freedom. This course teaches individuals strategies to increase their bottom line in the short term and sustain wealth in the long term. It will first go over strategies to help lower your tax bill on your very next tax return. Next it will go over some of the most popular investment strategies to help you create tax deferred income. Whether it's 401K, IRA, Stock Investments- you will not only be exposed to some of the most popular wealth building strategies, but more importantly, understand how it can help create passive income.

Microsoft Excel:

If you want to work in any business capacity, Microsoft Excel is absolutely vital. Excel is the most popular data analytic and manipulation software; nearly all businesses in one form or another will use this. Being proficient at this software is often one of the key elements recruiters look for when hiring at a firm. The course takes a project based approach- download case studies and work through real life business scenarios. From complex formulas to workpaper preparation, this course will equip students to "Excel" in any business environment.

What You Will Accomplish

Learn Technical Theory

You have to walk before you run. Develop a strong baseline of concepts, definitions, and principles comparable to that taught at a collegiate level class.

Improve Personal Finances

We work hard for our money.. why not let it work hard for us? Follow the flow of money, understand the process, and identify opportunities to save and make money.

Develop Analytical Skills

Are high revenues always good? What about leveraged companies? Learn how to analyze key elements of financial statements that tell a story that may not be readily apparent.

Understand Business Operations

Obsolete inventory? Accounting for transactions? Identify trends that inform you about a business' liquidity, profitability, and solvency.

Invest Wisely

Take your analytical skills and business knowledge and see which investment vehicle, stocks, bonds, securities, etc is best for you.

Accumulate Wealth

It's a marathon not a sprint. Learn the secret to true financial freedom- Income that builds upon itself year after year after year. Here's a hint: Tax Deferral.

Master Excel

Get a leg up in the hiring process- Learn the most popular tips, tricks, and best practices of Microsoft Excel that all companies use.

Certificate of Completion

Looking to build your resume? Take our final exam with a passing score of 75% or higher and receive a certificate of completion of our course.

Table of Contents



1. Introduction to the Course

2. Navigating Excel


3. Case Study: Barney's Investment Management Firm

4. Formulas 101

5. Basic Formulas

6. Transposition

7. Absolute verse Relative


8. Case Study 2: Wood Floors Depot

9.  Manipulating Data

10 If Analysis

11. Vlookup

12. Custom Inputs

13. Pivot Tables


14. Use Excel For...

15.  Spreadsheet Download- Finance Data Set

16.  Excel for Finance

17. Spreadsheet Download- Marketing Data Set

18. Excel for Marketing

19. Spreadsheet Download- Accounting Data Set

20.  Excel for Accounting


21.  Case Study 3- Wood Floors Depot Part 2

22.  Secret for Success

23.  Formatting

24. Labeling

25. Editing Documents

26. Referencing

27.  Conditional Formatting


28. Excel Hacks Download

29. Excel Hacks

30. Conclusion



1. Introduction to the Course

2. Basics of Accounting


3. Cash vs Accrual Basis

4. Accounting Cycle


5. Managing Inventory

6. Accounting for Sales

7. Reconciling Cash

8. Accounting for Payroll

9. Breaking Down the Balance Sheet

10. Depreciation and Amortization


11. Trial Balance

12. Adjusting Entries

13. Preparing Financial Statements

14. Wrapping up the Accounting Cycle


15. Ratio Analysis


Supplemental Materials



1. Message from the Author


2. Introduction

3. Fundamental Tax Concepts

4. Tax Deferral


5. Common Tax Deductions

6. Itemizing Deductions


7. Retirement Accounts

8. Real Estate

9. Securities

10. Small Business

11. Life Insurance


12. Conclusion


Chapter 4

The Accounting Cycle


4.1 Introduction

As alluded to in previous lessons, the flow of information starts with a transaction and is then recorded as a journal entry. However, before the journal entries get combined into financial statements, there are still intermediate steps that must be completed. The process of taking transactions and aggregating them into financial statements  is known as the accounting cycle. Below is a diagram of the major components of the accounting cycle:

Accounting Cycle Diagram




4.2 Pieces of the Accounting Cycle

1. Transactions

Whether it is the sale of a product, payment of salary, or return of goods, individual financial transactions begin the accounting cycle. In order for an activity to qualify as a transaction, it has to be denominated in dollars or some form of currency. From purchase of property, payment of debt, receipt of dividend- any financial activity of the business will qualify as a transaction. At the advent of the cycle, the business is basically running its day to day operations.

2. Journal Entries

Once a transaction has been identified, it is time to enter the information into an accounting system. As discussed in previous lessons, a journal entry is essentially a debit (DR) and credit (CR). Each journal entry will hit at least two different accounts. Don’t forget the rule of thumb! Total debits should always equal total credits. Presentation wise credits usually follow debits, however, there are circumstances where the opposite may be more appropriate. Examples of common journal entries are listed below:


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Chapter 6

Accounting for Sales


6.1 Introduction

When you have a for profit business, there will always be some sort of sales revenue. Whether you are selling inventory or a service, there are common issues with sales that you will have to understand the proper accounting treatment for. Are you paid in cash or are you extending a credit? What if your customers default on the credit? How do you record discounts given? These are all common issues universal in nearly in all businesses. This lesson will dissect these issues and shed light on different methods to account for them.

6.2 Recording Sales

As you may recall from previous lessons, accounting for a sale is pretty straight forward. First off we will review again the journal entry to record a cash sale:


Sales 1

What happens if you have a sale, but the customer decides to return the product? The journal entry record a sales return is as follows:


Sales 2

Conceptually, let’s visit cash first. This makes sense as you had in increase in cash for the sale, but with the return you will have a decrease in cash. On the income statement, Sales Returns & Allowances is subtracted from Sales Revenue to arrive at total sales. Thus, Sales Returns & Allowances is referred to as a contra-revenue account as it reduces Sales. By tracking sales returns in a separate account, this allows management to get a better picture of the ratio between sales returns and sales. From a business perspective, if the ratio is very high this may pose as an area of concern.

Recording sales on credit is very similar. Usually how this works is a business will sell their products to customer on credit. After the product is sold, the business will send an invoice to the customer and then the customer will pay within a certain time period. A credit sale will be recorded as follows:

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Chapter 11

Trial Balance


11.1 Introduction

Before you can prepare some of the financial statements we touched upon in Lesson 2 (Income Statement/Balance Sheet), you must first organize all the transactions that transpired. The trial balance does just that. For each transaction one must record a journal entry into an accounting ledger.  The trial balance is an extract, a sum, of all these journal entries organized into accounts and sub accounts. Thus, a trial balance ensures that for every debit that is recorded, a corresponding credit is recorded as well.

Trial balances are usually prepared at the end of an accounting period (Quarterly/Annually) and assist in the drafting of financial statements. It follows the format of journal entries: Asset and expenses are debit items, while liabilities are credit items.

11.2 Preparation of a Trial Balance

So you’ve been operating your Bakery for 3 months and you’d like to prepare quarter financial statements. For each transaction- sale, purchase, loan, etc, you have been diligently recording journal entries into a ledger. Now it is time to organize this information. Generally, information is organized into headers, accounts, and sub accounts, all with unique account numbers.

There are generally five categories in which accounts fall under- Asset, Liability, Equity, Revenue, Expense. These will be your general headers and will be subtotals of the general accounts. We will assign 10000 series to Assets, 20000 series to Liabilities, 30000 to Equity, 40000 to Revenue, and 50000 to Expenses. Below is an example of some of the most common accounts that fall under each respective bucket:

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Chapter 13

Financial Statements


13.1 Introduction

As you may recall, step 6 of the accounting cycle is to prepare financial statements. After adjusting entries have been booked to the trial balance, you have the right information to begin to prepare your financial statements. Financial statements have a variety of uses. They provide potential investors key information to make inferences about the financial status of a company. Furthermore, they provide creditors information when giving out a loan. For purposes of this course, we will go over the preparation of the four main types of financial statements:

-Balance Sheet (Statement of Net Assets)
-Income Statement (Statement of Changes in Net Assets)
-Cash Flow Statement
-Statement of Retained Earnings

13.2 Balance Sheet

The balance sheet is a snapshot of a company at a certain period of time detailing what the company owns as well as what it owes. There are three components to the balance sheet:


Resources of the company that have future economic value. Assets are normally (not always) categorized in order of liquidity; thus, the easier it is converted to cash, the higher it will appear on the balance sheet. Generally, the order of assets will be as follows:

Current Assets
Property, Plant, and Equipment
Intangible Assets
Other assets


Obligations of the company. These items generally will have the word “payable” in them. Liabilities are also normally (not always) presented in order of liquidity. The order of liabilities usually appears as follows:

Current Liabilities
Long Term Liabilities

Shareholder’s Equity

The difference between assets less liabilities. This is also referred to as Owner’s Equity if the company is a sole proprietorship. Generally, the items found on shareholder’s equity would be:

Common Stock
Paid-in Capital
Retained Earnings


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Choose a chapter

  • Chapter 4

    - The Accounting Cycle   4.1 […]
  • Chapter 6

    - Accounting for Sales   6.1 […]
  • Chapter 11

    - Trial Balance   11.1 Introduction […]
  • Chapter 13

    - Financial Statements   13.1 Introduction […]

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Topics Covered

 Topics covered include, but are NOT limited to...


Retirement Planning

401(K)? ROTH, Traditional, SEP IRA? What’s the difference and how does it impact you? We will go over the different types of retirement accounts and discuss why it is one of the best tax saving plans and investments.

Excel Resized

Microsoft Excel

Learn the strategies straight from Fortune 500 companies for  the single most popular software all businesses use. Save hours manipulating, analyzing, and organizing data with a click of mouse and drag of a formula.


Financial Analysis

What are the different types of income and how are they taxed? How do I shift income and expenses to lower my tax bill? Manage your personal finances and increase your bottom line in the short term and sustain wealth in the long term.

Analytical Skills

Analytical Skills

What's the story behind all the numbers? Learn how to make informed investing inferences about the financial health and status of companies by evaluating the relationships between different items on financial statements.

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Customer Testimonials

Harry Barsegian

Harry Barsegian

What a steal! There is a wealth of information here. What stood out the most was actionable steps I could take with each lesson to apply it to my life. Thanks!

Fred Dobert

Fred Dobert

All courses were really applicable to me! Definitely takes a while to seep through all the material so I would recommend taking your time!

Gary Jacobson

Gary Jacobson

Just what the doctored ordered. I'm starting a small business and this has absolutely cleared all the cobwebs. I now am armed with basic skills to make sure not only the backend of my business is running smoothly, but also, to analyze front end of my business and make sure it is growing in the right direction. Thank you!


Thank you for your interest. Registration in this course will give you lifetime access to 3 courses. Take the courses as many times as you want, whenever you want. To guarantee your satisfaction, we are offering 30 day money back guarantee, no questions asked! You have nothing to lose and everything to gain.