This course prepares the learner with the basic knowledge needed to administer the accounting for payroll. We start with a brief overview of payroll accounting. We will discuss debits, credits, liabilities, and assets. We then walk through an example of recording journal entries for payroll transactions and accruals for a month. The material taught in this payroll accounting course will enhance the skill-set of the payroll accountants and payroll specialist looking to advance in their career.
We review examples of:
- General employer payroll liabilities: such as liabilities for employee compensation, liabilities for employee payroll withholdings, and liabilities for employer payroll taxes.
- Payroll journal entries
- Payroll accrual journal entries
Prerequisites
No Advanced Preparation or Prerequisites are needed for this course.
Learning Objective
- Define liability and asset accounts for payroll transactions.
- Identify payroll transactions that should be posted to a liability or asset account.
- Define debit and credit.
- Recognize the processes to ensure correct accounting of the payroll.
- Discover how payroll practices impact the cost of operating a payroll organization.
- Discover how to prepare payroll journal entries in payroll accounting for the general ledger posting.
Last updated/reviewed: March 16, 2024
(798) Reviews
(628 rating)I found the material confusing and would have liked even more examples.
Good overview of many of the AI programs available for use by accountants and the IRS in regards to taxes and tax preparation.
Course instructor provided detailed information about the No PO No Pay policy. It was a good reminder if the process and the benefits derived from it.
the material is really great and very helpful. I was able to have a good understanding of overall concept.
Oh so many excel tricks. Thanks for this presentation. Will definitely be able to use some of these functions.
A more engaging way to meet the ethics requirement though this course includes instructors perspectives and opinions which I am not accustomed to seeing in CPE.
Helpful overview of the leasing process. Thank you for this course!
The course is detailed and clear. The professor is knowledgeable.
This was a great more in-depth course on this topic, explaining the FASB's rationale which is helpful in situations when the business or assets being acquired are less clear.
Excellent explanation of the Statement of Cash Flows. Highlights the important aspects of understanding Free Cash Flow. I found this very educational, good refresher!
Overwhelming amount of information, but the instructor did a good job of organizing and explaining
Jeff's technique is very well done and easy to follow. It is a great review and provides good examples that can be used day-to-day. Great Job!
This instructor gave an easy to follow overview of FBAR Issues. We must take into account that 2024 may have some differences such as maximum penalty. But this was a clear and concise presentation of the nuances regarding FBAR and Form 8938 Filings.
The course was very informative and interesting. The skills to be involved with the Internal Audit function are both technical and interpersonal. As we work towards this function, it is difficult to find staff with the right skill set. The instructor was very good and understandable.
Great course, very helpful information to better understand tax forms.
The importance of Ethical behavior of the leadership is explained well.
Very informative. Lots of information at a solid pace. Instructor was very knowledgeable and touched on a lot of real life examples.
This course reminds us all that we need to keep our tone and content in mind when writing email. It was quick and easy to understand.
Excellent course! This course provided a solid overview of the appropriate ethical standards of the accounting profession. The lesson demonstrated possible real-life scenarios that today's CPA may encounter and outlined the necessary steps to apply to in such cases to uphold the high ethical standards of the profession.
Interesting topic; I motivating yourself can be a difficult topic but nicely presented.
I spend so much time in the data creation part of Excel I needed to brush up on the presentation aspect. This course gives a lot of pointers to make that happen more smoothly.
Great text-based course. If you are looking for AI content relevant to finance and accounting, this is a good pick.
This was a very user-friendly and informative course. It was a great refresher course for me.
Good updated information in this course from the previous taxable fringe benefit course.
Very detailed course that covers all of the important information about each status and good advice
This was a very informative course and enjoyed the instructor presentation and knowledge. I dont have no background in this area, however I wanted to get exposure and was surprised to see so much information on the subject matter. Will take additional courses with this instructor.
I've been using pivot tables for years and still picked up a few helpful hints in this lesson. This is a very useful session for any user.
Great examples. I had no idea how cunning some folks could be on devising ways to scam the goverment, either as an employee, officer or contractor.
This was an excellent course and I felt like it provided a guidebook for necessary courses of action and reminders for those trying to ascend in his/her careers.
Instructor clearly explained rules and gave good examples.
Good overview of SOX 302, including the history, the requirements, explanations of the key components, and relation to SOX 404.
Great review of budgeting topics with some new information I hadn't heard of. Will refer to this content again.
Content was productive; however, the presentation skills was extremely poor - very dull and disengaging tone.
great overview of the control environment, types and pros/cons
In the final exam, question no 2 should be corrected by removing NOT from the question.
The PDF files are well written to understand the context in depth.
This was a helpful review. Thank you for the informational resources.
very good introduction to power query. have not used this function in excel and found it very interesting
Good course on some interesting subject matter. I again liked this instructor.
This was an informative and helpful course. The instructor was very clear and concise with the details. I would say from this course I got an understanding of risks of payroll and different taxes within payroll. I will be sure to re-visit this course as a refresher.
Great way of bridging real life examples with the concepts in a memorable way.
content was a little dry and the wording of the final exam questions was terrible...please get a 3rd party to review for clarity, consistency and understandability
Good Overview of RR. I would recommend it for someone who wants a good general overview of the standard. The slides are relevant and to the point.
Comprehensive guide with clear and valuable insights!
This was an excellent overview of the budget process in review. It is not a detailed budget process but it is sufficient to outline the major points.
I like to read the slide decks in the pdf format. The pdfs for this course were not sufficient to learn the content.
I was interested in internal controls and this course gave me the information regarding them that i was seeking, so i liked it a lot
This was a great review of the Budget process for a financial executive. The terminology and explanations were easy to understand and follow. The outline was well organized and flowed just like a good budget should
A lot of "not" questions in the exam makes it unnecessarily difficult to work through.
Great course, valuable information and great to stay up to date on things.
easy to understand, slides were good form of study guide
The course provided the pros and cons of pivot tables in a succinct manner. The instructor also provided good tips on how to get the most out of pivot tables.
If there's not one. I would like to see a course from this instructor on How to Be an Effective Listener
I thought this was a very informative course. I learned a lot. Some was refresher, some was new. Very organized and a good layout.
This course provided a nice overview of safety and ergonomics in the workplace, including many best practices and tips. Several good takeaways that I can easily implement. Supporting materials were also helpful and aligned with the content presented during the course.
Great course stated expectations were appropriate and Program materials were relevant
Contrary to my expectation that the course would cover real-life payroll materials, it mostly dealt with the basic accounting principle.
A very interesting read with a good summary of how fraud was committed.
This is an excellent course that explains the principles of financial statement presentation and the various accounting standards related to the subject.
Good discussion but I don't think the answer for the first review question is correct.
Course covered the topics stated. Was nice that it is broken down into a multi-part series so it is not too much info at one time.
Rob does an outstanding job of effectively teaching the Key Performance Indicators and KPI Dashboards. The course was well-structured, providing a comprehensive understanding of KPIs and their critical role in measuring and driving business performance. The content was insightful and easy to follow, with a perfect blend of theory and practical examples. The section on creating KPI dashboards was particularly valuable, offering hands-on guidance on designing and implementing effective dashboards that provide real-time insights into business performance. The instructor was knowledgeable and engaging, making complex concepts accessible and relevant. The interactive elements and practical exercises helped reinforce the learning and provided me with the confidence to apply these concepts to my own work. Overall, this course is a must for anyone looking to deepen their understanding of KPIs and enhance their ability to track and manage performance effectively. I highly recommend it!
Based on the title, I expected the focus to be on tax law 2024....and not prior years
Very good overview of the goals and steps and the reasons why.
Informative course to make sure leaders are modeling ethical behavior with their teams.
Another wonderful course in the Controllership Series.
I loved this class and the slides. Very informative and learned some new topics I haven't been taught before. Thank you!
The "important points" summaries were very helpful.
Interesting overview of ai in accounting world and future
This course met its stated objectives and provided relevant useful information.
Gives a more rigorous grounding to the ideas of different generational cohorts. Helpful for understanding workplace dynamics.
would have liked it if instructor was more conversational, rather than just reading verbatim from the slides.
This was one of the better courses I have taken so far on Illumeo. Very well done and informative.
Good read and refresher on business banking terms.
Well written and presented. Couldn't find the answer key for the mini-quizzes though.
happy to pass the exam at one time, Great and thanks you.
This course was very helpful in assisting with my understanding of the budgeting process. I appreciate the real-world insight provided in addition to book knowledge.
Great refresher with good exercises and commentary
Great information about useful tools. Didn't know there were so many plugins available
This course gives great suggestions of how to deal with people with different personalities.
Good information in the course, but could use some updating.
A good review of Internal Audit, deficiencies and the discussions around them in today's audit structure.
Excellent presentation, filled with so much relevant information.
Title is regarding payroll accounting, however most the time is spent on fundamentals of Double Entry accounting and debits and credits
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I did not know how to do sumifs so this was very helpful. I did know Vlookups but it was interesting knowing the difference between them. I would recommend this course to anyone who doesn't know how to do either.
Much of this material was also covered in the individual topics from the same instructor. I wish I had done this one first, as I would have skipped some of the others.
Two great formulas that I use all the time! If an accountant does not know these formulas, this is a great webinar.
Very basic course that would serve as a very high-level intro for someone with no prior accounting or payroll experience. I liked the practical examples using actual amounts and journal entries.
Very high level view of the balance sheet, income statement, cash flow and notes. Good refresher course
Great course, great job, thank you so much!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
great overall course covering multi-state withholding, giving the information necessary for an employer to work towards an error-free payroll.
Wonderful class by Vicki Lambert and a nice refresher on tax deposit regulations.
Liked the class, it was a good refresher for me in the basics of Payroll Accounting. Thanks you!
This course was very informative about the budgeting process. It included application to real-world budgeting issues such as the best way to budget for overitme.
Some of questions were very basic. this is accounting 101.
Good Thorough Content. I don't like the number of characters required to write a review.
A great intro course into Excel, I would recommend to others.
Very interesting course! ..................................................................
Good overview of general facilitation tips. Would be helpful if everyone who leads meetings was reminded of these tips regularly.
Great course - material is easy to follow with good examples and descriptions.
I liked the info but the presentation was a bit robotic.
I believe that there is some audio repetition about half way through. Great course, might just want to take a look at that.
Well written course that walks you through the requirements for an Internal Audit Function and the options to source the group.
Good course for reviewing purpose. The examples using in the course are useful.
Good speaker but nothing earth shattering in the content of the presentation.
it was very intersting to have the contection to the case in Canada.
Great information. A little packed in there, but I'm glad they don't go into the formulas on the test.
Great tools for to use for a bookkeeper. Overall good course.
Good refresher course on how to use pivot tables. I like having a workbook to test with along with the lesson.
This text based course was very detailed and provided good examples of real world application
Very informative course. It helps to understand the intricacies of having employees work or travel across multiple states and what to watch out for.
Very clear definition and examples. The material in this course made me recall the ethics related rules to be followed.
A good summary of the gift tax rules. The narrator is obviously very knowledgeable about the topic. Good in depth detail was given as well.
Solid regulatory review course. I enjoyed reading about the real world examples
The slides displayed for this ppt did not really align with the script the speaker was following. She referenced a significant amount of material she did not share on the slides. In addition, she mentioned balancing T accounts, but never showed, how here entries balanced - expected her audience to assume or add in their head. And seemed to be more a basis 101 on accounting with very little on payroll.
Clear, concise, and practical. Perfect for beginners!
It is helpful to assist me to understand better in what is expected as a senior associate and how I can better improve myself to excel in my career as I grow together with CNM in CNM.
I would vote for None of the Above for the President of the United States...Just like in Brewster's Millions
I will comment on one aspect of the course in particular. The presenter recommended criminal background checks as a method to prevent fraud. He fails to address the issue that biases in the criminal justice system against racial minorities result in such checks having a disparate impact on those same minorities. He also does not address the fact that such checks will turn up information that is prejudicial but of questionable relevance for preventing fraud (for example, minor drug convictions or other minor violations of the law), which in turn will make it difficult for people with those convictions to move on from their pasts. Other than that, the course was good.
Very informative information on the financial close.
This class was very informative. I learned new concepts.
This course is a good summary of internal controls, the importance of which is growing as organizations, regulations and technology evolve and become more diverse.
very good course, good presentation and pertinent information
Good reminders on the basics of a financial statement audit and the responsibilities of the auditor.
Learned new items in excel I didn't know before. At age 66, wish i had known before now.
I really enjoyed this webinar. It gave me a lot to think about with my own management style.
Substantive Analytic Procedures: Strengthening Audit Evidence corse is a vital course for auditors seeking to bolster their analytical toolkit. Through meticulous examination of financial data and trends, it equips professionals with strategies to enhance audit effectiveness. By focusing on substantive analytics, it ensures thorough scrutiny of financial statements, providing auditors with robust evidence to meet audit objectives confidently. Essential for audit excellence.
Extremely thorough presentation encompassed in the gradual addition of detail to each slide.
Great background on the types of functions - didn't know those existed
This course gives an overview about accounting closing book concepts. It was very detailed and instructive. It helped you understand what needs to be closed and what to do to close the books.
Very informative presentation about forensic accounting.
Course was very informative, the slide presentation and program material assist with understanding the course.
Excellent course and helpful reference materials.
difficult to follow calculation of example questions at times
Would like it to focus more on payroll, less on basic accounting concepts
The information was informative and well thought out. I thought that the author did a great job describing the pros and cons as they relate to social medial platforms
I always enjoy Neil's classes and how he teaches. His storytelling always makes the class fun and engaging. I love how simple the concepts always seem when he breaks things down. Difficult people are tough to deal with and work with, but, we always have the choice to deal with it and control ourselves, or, we let ourselves get affected by the negative emotion. But, the choice is ours.
Too much broken speaking. Author just changed the couple words to make applicable to 2023 but changes were not smooth.
Helpful explanations and definitions of sales tax terminology.
Very good instructor who goes through systematically the commands and their usage. The additional workbook helps so that you can practice the activities as you go.
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This course was presented cleared and concisely. The course materials are helpful to refer back to if needed.
A good overall breakdown of ethical leaders, what distinguishes them, and why they are important for any organization, Felt a bit longer than necessary but overall enjoyed the discussion and exercises.
This course was very helpful and was a great refresher to payroll accounting.
The exam is very challenging if you don't have a decent understanding of Tax for partnerships....
The date material updates were all over the place - ranging from 2021-2023.
Excellent starter course and taught effectively. Cant wait for the other related courses.
overall good information and easy to follow. Budgeting is a good practice to use for entities.
Fraud Trends for the Future - Need for Real-time Risk Assessment - Part one
Good overview of the subject material. Covered all the major points.
Very informative course with a lot of information to absorb. Take good notes in addition to the course slides.
Broader than payroll, also includes general accrual accounting steps
Some of this information is out of date, specifically the taxability of relocation expenses.
It is a good technique to not get emotionality charged. Would have liked more examples or one that was an auditory example.
A helpful course outlining the ways that procurement and controllers can work together.
not sure I agree with this question and answer: Question: Which of the following is not a disclosure control procedure?
This was a nice course and nice provider of context to financial reporting
Terrible quiz questions....wrong tenses and unprofessional grammar (E.g. "little white lies" and "cut it"). Also, thanks for the interesting but totally irrelevant adrenal system questions.
Great refresher for someone using Excel every day and stuck in their ways- reminds you of some powerful built-in features!
useful modeling, good high level overview, minimum character requirement, minimum character requirement, minimum character requirement,
Good advice and steps to consider. The slides were nicely laid out to use as references in the future.
This was a information course but the slides were difficult to process.
This is a helpful primer on artificial intelligence. It really is going to help so many industries.
Very useful, covered a wide variety of topics. Very easy to apply to my own small business.
It's clear the instructor knows this subject inside and out. She provides excellent examples to bring clarity to sometimes confusing topics. Very memorable presenter.
This class provides a general overview of the mechanics, basics, and theory of accounting.
This was a very helpful course, I really enjoyed learning new functions to take advantage of in Excel
Great overview for end of year, helpful for preparation and review of statements
I've always wanted to understand a little more about what forensic accounting involves, this was a good start.
This was a great course to introduce me to features of excel that I have never used to give me a great understanding of how they might be used in practical everyday applications of Excel.
Liked the course. Questions on specific states laws in the quiz were a bit confusing.
Enjoyed the class. Interesting to hear different ways of segregating duties in small businesses.
This course was excellent. I learned a great deal. I appreciate courses such as this because it will help me grow within my career.
they didn't give clear examples on the courses and it was hard to navigate through it unless you go to search by yourself
The course was very informative providing a detailed overview of various types of trusts and estate planning but was a little bit dry with not many real life examples.
Materials need some improvement. They are just bullet points without any context. That's good for normal presentations, but won't be useful if trying to use as a guide later on when the information is not fresh in our minds.
This is a high-level overview of information that all CPAs already know, but it's a great refresher. Highly recommend
On often overlooked topic for those in the non-IT/cybersecurity sector. Great overview on important topics on handling and preventing security threats.
As a member of a board for a non-profit organization I found this course to be very helpful!
This course is important for employees on all levels and even in our personal lives. I really like the points made on the importance of Listening well.
What I appreciated: The recap at the end is helpful to reinforce the most important concepts. The quizes are a nice touch because it tests your knowledge while you're watching the course. Areas of improvement: There is a lot of content in this short course, and it would be overwhelming for someone who has no experience in accounting. Additionally, I think it's much more helpful to learners to teach that Assets = Liabilities + Equity rather than Assets - Liabilities = Equity, so it reinforces the idea that Liabilities & Equity should have a credit balances. When going over the example for Lesson 2: Posting Entries (continued), it would be helpful to list the numbers we know before showing the correct entry.
Very concise and to the point. I like the instructor's ideas to improve the book's closing timing. It was well-presented and organized.
Nice introduction to budgeting principles and models to follow. Budgeting is such an important aspect of business especially for subsidiaries reporting to parent companies.
This course goes back to the basics in ethical behaviors for both individuals and leaders.
So many bullet points made this difficult to read
Well taught. Instructor is excited and engaging. Thank you for the course.
Instructor is effective at delivering the concepts and is also entertaining
While the module content is good, as others have stated, the exam is absurdly long relative to the module contents, includes questions on topics that are not covered by this module, and also contains a handful of errors. The exam is in serious need of tailoring for this module.
The Treasury Function Part 1: Cash, Liquidity and Investments The Treasury Function Part 1: Cash, Liquidity and Investments The Treasury Function Part 1: Cash, Liquidity and Investments The Treasury Function Part 1: Cash, Liquidity and Investments The Treasury Function Part 1: Cash, Liquidity and Investments vThe Treasury Function Part 1: Cash, Liquidity and Investments
Excellent course as always from Ms. Lambert! Covers all the main areas of pay deductions and includes helpful calculation examples as well.
It was a lot of good information that I was unaware of due to overwhelming work schedules these past few years since inception of TIGTA. The review and test were a bit confusing.. especially since some of the answers were not the same as an IRS.GOV site, so where to locate? Either way, the course and information was quite informative.
The questions had multiple misspelled words and incorrect grammar. Not super insightful training
Course was relevant and a good road map to live all aspects of your life.
Interesting and informative course with relevant information to understand the controllership function. Easy to follow and understand.
Great presentation as always. Lynn has interesting topics, provides insights, and keeps the material engaging.
very informative! Accounting can be hard to explain to those who haven't learned it. Shirley explained the content very well. thank you!
Real life examples make learning concepts so I enjoyed this course.
Course Contents: The professional standards and guidelines applicable to an audit The nature and purpose of auditing Audit approach and planning
One of the best course I have recently taken - great job
Excellent course, very well organized and presented, with practical examples provided.
This is not a very exciting topic, but Vicki kept the topic interesting with personal examples.
The class was presented in a perfect pace for my learning style. The slides are easy to follow and great for future reference.
Detailed and informative course with plenty of examples to illustrate application of laws into practice.
Great lesson on a bunch of random tax strategies - some more well known and others much more detail specific. Very good, in-depth look at rental properties and personal residences in many possible forms. As for the exam, the home exclusion question's answer is incorrect. Technically the rule is 2 out of 5 years before the sale, so even if the property is rented out through 2022, that means that 2018-2019 it was personal use and then 2020-2022 was rented.
The examples scenarios were very helpful. I enjoyed the cadence and how the information was presented and the corresponding pdf file to download for reference.
Good overview of a complicated topic. Most importantly helps you understand what to look for and where to look when an employee works in more than one state.
Great course for understanding how to read a balance sheet from a finance perspective. It teaches the importance of metrics (ROA, ROE, etc.). It was also great for teaching other important analyses such as SWOT, benchmarking, etc.
Very easy to follow. Information was relevant and up to date. I liked the slides.
Great introduction to the fundamentals of business intelligence and data mining. Worth the time for people interested in those areas.
The course provided a good overview of topics. Instructor did good job a explaining the course material
Enjoyed the instructors enthusiasm of the subject. However, this is a technical course and the materials (PDF) were not helpful in providing a take away for what was taught.
The course material offered a simplified approach to understanding the basics of Cash flow statement.
Good course on managing cash flow principles and related issues
it was a really good course as instructor had everything laid out in detailed slides and was very well explanated with examples.
Really great class for beginners and advanced users. Really enjoy David's excel classes. They are easy to follow and love the examples he uses throughout the course.
People who have used sql or are new to it would benefit from this course
thanks for the info. It was helpful to see another's perspective.
The instructor spoke a little slow for my taste. I had to speed up the video to help me follow along. Good course, though.
Too much repetition and not enough instruction on how outlook works.
This course is set up in great details. It is useful to both entrepreneurs as well as accountants.
This was a good course on financial statement basics... if you don't know the answers to the questions, go back and refresh
Well structured overview of the course by instructor
Good course. Supporting materials were relevant and the course met the intended learning objectives.
userful and practical information. would recommend
It was very hard to learn. It was like reading the ASC 718. I was hoping to get some examples or some other way of teaching.
Nice overview of closing the financial books for a business.
I enjoyed reviewing all of the ethical dilemmas. The course was great and well-written.
Delivery of the information made it tough to focus and retain information.
its a great course with full of information! i find it useful for me to detect a fraud next time
Great information for a non audit position to see the requirements and need on documents. Can help to plan for when an audit happens.
Good explanations of all the factors that go into the accounting for acquisitions. Really appreciated the real life examples.
This is a great topic and the speaker had a great background. I liked that he shared his personal experience with the SEC and it was important to go through all filings in plain english. This is Illumeo's best CPE yet.
Great introduction and clearly defines the various non profits and purposes.
Sorry, now is 2023. Is this 2015 GAAp? Hopefully, illumenous can reach out to the lecturer and update the course.
Good overview of the role of IA and how to set yourself up for success in leading the IA department. Would by nice if all the material was in one document instead of multiple different documents for future reference.
This course was very informative I would highly recommend this for everyone in payroll. Vicki Lambert's style of teaching is clear and she makes the topics very lively.
Through was a good class to review in wage and law
This is a very comprehensive overview of the IPO process from the CFO perspective. It is particularly helpful to know the flow of the process from beginning to end, what parties are involved and their respective responsibilities during the IPO process as well as what one needs to pay attention and any related rules should be considered.
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Lots of good current information. Just wish recordings werent a little more interesting and less like reading straight from text.
Payroll Professionals will benefit from this course.
This training was well done. However, the topic was a bit over my head. I am glad I took this course so I can become better versed in this topic.
Very thorough and great course, perfect way to meet the Oregon Ethics requirement. Adam was a great instructor
Very good course. Information was laid out clearly with interesting examples.
This was a brief overview to speedup a close with helpful tips.
This was a good course to provide a general overview of IFRS concepts.
The supporting material slides pdf differs significantly from the video presentation. It looks like the video was updated and the slides were not updated to match the video.
Very thorough and good to see the auditor's perspective.
Patricia's course on Ethics for CPAs in Business was well prepared and very relevant
This is a really good informative course--thanks for putting it together.
Course provided good real life examples of transactions that impact the statement of cash flows. The illustrative examples were helpful in understanding the topics.
The program is well presented. I would prefer a video format to aid my learning style.
The speaker demonstrated in-depth knowledge of the subject matter and its implementation. Very balanced overview and a good introduction to the subject matter.
Good overview and introduction in the terms of fraud, comprehensive slides
I learned a lot from this course and will highly recommend it!
Lenny Wu's material and practice data is a step above most online courses
So extremely helpful, and interesting. One of my favorite courses yet.
This course was a great review of Ethics CPAs Business.
Might be nice if there were more theory vs straight up calculations.
The course is well organized with the most up-to-date topic.
this course is very informative and keep me updated for 2022 tax changes.
This course provides lots of great information for the bitcoin/blockchain novice.
Very nice overview, the pitfall and remedies were very helpful.
Always looking for shortcuts in Excel and these are great!
David's courses are always great. Learned a great trick for getting the month number.
This webinar is helpful in understanding the annual audit that we go through in our company. Thanks.
Lots of background/terms info. Would have loved to see XBRL in action more.
Professor Wu - This is second course of yours that I am taking and I am amazed of the various tricks and tips you have illustrated on sumifs and pivot tables. And yet, I am considered to be a pivot table expert! Thank you, I will continue to practise and use them for better outcomes.
This course is a good overview of professional ethics for MD CPAs
Nice course on Understanding Performance-Based Equity Awards. Would recommend.
Good overview of fraud with examples, as well as guidance on how to perform a fraud risk assessment for an organization.
This was a great course that helped me to review non-profit entities and compliance with rules and regulations.
Question 4 and Question 6 on the final exam are the same.
Material not specific enough in terms of definitions and concepts.
The instructor went a little too fast whenever he went over the exercises, particulary entering functions. It made it difficult to follow along. I had to pause and rewind a few times to catch up and try to understand what he was doing. Nevertheless, this was still a good class and I learned quite a bit of new things.
Accounting is a ancient system and the right and left columns should still be the standard.
The Course was very engaging and provided great examples of real life. The instructor is very enthusiastic and content is to the point.
There are some examples he talks about that include threshold numbers, but they aren't in the slides.
Excellent speaker who is clear, concise, and gave relevant examples that supplemented the course theories.
The instructor provided very helpful information. He is very clear and easy to follow. The samples are practical.
Great way to ground myself in the basics and refresh/sharpen my skills.
I enjoyed this course and would recommend it......................
There were a few typos. Physical year is mentioned several times, when I think fiscal year was the intended terminology,
good explanation of internal audit and insourcing and outsourcing
Great self-study. Well written and informative would recommend.
Challenging but always a good topic to know about. Thank you!
This was very insightful on the future of the industry.
Very poor grammar and not engaging. Content was ok otherwise.
Great course to go over how to manage cash flow and important aspects to consider for any level.
The points made in this presentation would be very helpful to any member of any organization.
Great and quick overview of the QBID. Always good to refresh on this
Detailed course on writing effective emails. Nice and clear explanation. Covers major points. Thorough video.
Great content and I like these kind of classes for payroll professionals.
Great webinar. Thank you for the useful information.
Introduction to payroll accounting is a good course to take for CPE. It is a good way to refresh basic payroll accounting concepts. You should take this if you need to refresh basic payroll accounting concepts. Thanks
Lots of good information in this course. Not for beginners or those looking for a high-level overview.
Large amount of typos. The slides appeared sloppy.
Very helpful even for frequent career excel users.
good, basic ethics course. meets requirements. no surprises.
This is a very good 101 accounting course, if you have never had any accounting before it may be a bit intimidating however it is a great overview.
Some problematic statements on gender and gender norms.
Loved this course. This was better than an 8 hour in person course I completed on Negotiations.
This is a course that provides helpful knowledge for big data analytics and its potential uses in the business and accounting worlds.
I would have liked to had a worksheet for the examples.
Informative course on the basics of segregation of duties.
very thorough and simple to understand what could be hard to keep straight.
Poor grammar and punctuation in most slides, plenty of redundancy.
I liked the text format of this course! Will use it again in the future.
Love to take courses from Vicki she is always so informative and gives thorough explanations and examples.
A good review of accounting info I don't normally use in my work. thanks.
This course is definitely applicable in today's work environments. I have always worked from home and struggle with turning it off. I hear the dinging of messages and will sit at my computer during lunch.
Informative, gave some helpful tips to remember tricky things.
The material was pretty informative, but the delivery was very dry.
This is a tough course. Lots of good information though and lots of examples.
Great review of the basics! Great questions in the review and final exam!
I would recommend this course to any CPA working on their CPE credits.
Very good for gaining basic knowledge and skills for payroll accounting. Instructor was good and once you got past "physical" for fiscal, you're all set.
The material was presented in a clear and understandable manner.
The instructor was amazing - very engaging and he shared really practical information!
outdated info that needs to be updated to reflect more recent tax changes
Good content. Video portion of presentation has background static.
Needs to be updated!! from 2016...........................................................................................
This course was a bit difficult due to lack of previous knowledge and reading through the course materials instead of instructed lead. Overall, the course was very educational.
Easy intro to payroll accounting. Good way to dip your feet in payroll accounting.
I found that the instructor had a fun demeanor and provided excellent material that was not only informational but had checklists, action items that I can immediately put to use in my career.
Test was not easy to pass, even after lecture, reading definitions and reviewing course notes.
this was a great course whether you are new to deductions or looking for a refresher.
very dull energy made me want to go to sleep. Not like other courses or instructors.
I liked the course but did not like the speed of the course. This course took more than than two hours that it touted.
The content of the course including case studies were effective, but the slides in the presentation were very wordy and unengaging.
I liked that after each sections, an example was given.
The professor explained the details of five stages of project management process clearly.
Good coverage but needs to be updated regularly for the tax rule changes. Some of it is no longer correct.
Really terrific instructor! Will look for more classes from him. Concise, interesting, personable!
This course was a great refresher on accounting fundamentals.
very poorly written exam questions, extremely confusing.
Sufficient course. No additional comments to add.
this class is great for California CPA, keep us complies with AICPA
Great for beginners! The examples and short quizzes were good review for the final exam. Wanted the exam to be longer and have a larger variety of questions.
I have a decent understanding of Excel but I dont use it enough to remember the various shortcuts. This course is a good refresher to help make Excel work for you and speed up your work
Very informative. The class provided the material in a clear and concise manner.
Good overview course. Lot's of things I didn't know, but probably should have.
Good job on the course. It was well communicated.I like the reference to real life cases throughout.
This is an excellent course from Lynn Fountain! The real-life scenarios and current event considerations bring life to the topic.
Too long but with little examples that would have made the topic more interesting and relatable.
Helpful information about automating reports in Excel. Recommend.
Very insightful and interesting course. An important topic which organizations should make a priority and provide regular training.
This course was effective but also entertaining and light :)
Great refresher for working with manufacturing costs. Summarized in a way that gives focus to the key concepts with just the right amount of detail.
This was an excellent course. The presenter was very knowledgeable and gave several helpful examples.
Excellent course. So much detail and is good reference material to have available.
The tutor is great at explaining and showing examples. I learned a lot from this class.
Great session to attend to for newly promoted managers and seniors that are about to become managers.
I really liked being able to self-pace this course.
Very helpful excel tips and trips that I can easily incorporate into my everyday work and analysis.
The course was good and well structured. I am a visual learner, so I wish there had been more information on the PowerPoints at times, but that is individual preference and I understand why there wasn't. It was just that examples were hard to follow when she would rapidly name off accounts/dollar values. But it didn't impact my overall understanding of the topic.
There were so many grammatical and spelling mistakes in the final exam and throughout the slides, I am shocked. The ideas were also incredibly outdated and there is a strong bias throughout.
This course was great. It talked about the various types of culture, employee behaviors, how to recognize when culture needs a change, and how to implement it. Overall, I would recommend this course!
Jennifer speaks very clearly, which makes it easier to understand. This course covered a lot of ground.
Lynn, the generational divide is an important concept to understand when hiring. This class helps me to understand the challenges in how I must lead the different members on my Team. The biggest challenge is in group meetings and in Team building. This course is very helpful. Thank you, Larry
. Materials are well written and clear and vivid. Speaker was clear and easy to listen to and enjoyable.
The material regarding taxation of moving expense is outdated.
this lady is good and very interesting. Easy to learn.
This course helped me see how payroll fits into the general accounting for an organization, which I had not seen before even though I have a general knowledge of overall accounting.
Several items were repeated unnecessarily...this class could have been a little shorter.
Great Class - but the Keys to managing an effective internal audit function video link is broken
I found the course to be very informative. I was not aware of the details from the international front.
I loved this lecture - some really great insights for how to be a better leader!
Great very technical class. I really enjoyed the class after recent events.
These quarterly updates never disappoint. I look forward to these and knowing I'm up to date on current accounting issues.
Great entry level course. Helped me refresh on the accounting fundamentals.
This course has some great reminders, even for a seasoned manager.
The music was too loud, making it difficult to hear the instructor and became very distracting.
Basic concepts are explained for beginners and easy to undetstand.
The presentation was extremely well-ordered and seamlessly moved through teaching the facts then applying with examples of each approach.
Very easy to listen to, very easy to understand. Speaker was clearly knowledgeable.
I liked how the course covered a wide variety of material. There was some memorization that was required that made the exam difficult.
Informative high level lesson on project management and how it differs from operations.
great class, covers all sorts of rules and she explains everything thoroughly
The use of real-life and personal examples really enhanced the course. I enjoyed the instructor's candor as well.
Great course that explains how to use email professionally in today's context.
This is a comprehensive course on COSO concepts and principles. It was a lot of information to digest but instructor broke it down in blocks and made easier to understand. My favorite part is the summary section at the end of each block, very helpful.
A good basic review of journal entries and accruals!
It was a very effective fundamental course. It would be nice to series that are more advanced.
Easy to understand course on payroll. I want to continue to learn more .
Important subject nicely explained for understanding.
The lecture offers very helpful tips to help increase the efficiency of using the excel. The lecture is also very organized and easy to follow. The exercise workbooks are extremely helpful to practice the skills mentioned in the lecture. Thank you!
great speaker. will do more training given by Shirley
Lots of material covered; very helpful. Thank you!
I find it difficult to understand the lecture. it was little unclear and tough.
great course for those of us that live in California and are requited to take this course
Good overview of balance sheet items of companies, and their relationship to income statement, retained earning statement.
There is Such good material in this course and it is a great summary for keeping as a reference guide.
Good, easy to follow suggestions, and clear steps to take
Very informative, instructor was clear and concise.
I have had 1 year or equivalent of two semesters full of Accounting courses but graduated in Computer Science instead. I have always been interested in Accounting and wanted to refresh my knowledge by taking this course. This is one of the best courses I have taken so far. Thank you
Very well organized; Instructor was well versed and material presented in a logical order
Very informative lesson that I can take back to the Finance Officer!!!!!
The course was easy to follow and the instructor did a great job at explaining each section.
This was a good course on what it takes to be competitive in your career and how to navigate the career ladder. I would recommend this course.
Great training and course. Easy to understand. Thank you.
Very informative and helpful course with information that I'll be able to use going forward.
Very interesting study. Clearly stated and kept my interest
Thankful for the lessons provided. The content was dynamic and practical and makes good points. Thanks
A little confusing, it would have been nice to have a section on the responsibilities of a US company paying non resident aliens, but maybe that is a different course.
Good and Mandatory Ethics course. With recent changes, it's good to stay informed!!!!!!!
Very comprehensive; great refresher course for me!
Very informative. Instructor does a great job in recapping the important accounting events that took place during the quarter.
this is a good course for anyone who wants to get involved in the fp&a process
Very informative class of risks and management considerations. I highly recommend for anyone needing a refresher.
Very good instructor covering various aspects and useful examples and cases.
The best ethics course that I have taken. Thank you!
Vickis courses are always so helpful and easy to follow.
This course was extremely helpful, a great refresher for those taking the FPC or working on recertification - the instructor was thorough and provided plenty of resources to refer back to for the quiz and the final exam. I do recommend reviewing the course materials after viewing the video before taking the final exam.
I liked this course as I found that it was very informative and a great refresher on all the many methods and ways in which fraud can occur and be prevented as well.
Good course to learn Washington Ethics Rule and AICPA Ethics Rule.
Liked how the instructor presented the information. She gave a lot of good websites to visit for more information.
Road Map to Career Success overview here. Get your life together, get your career on track, be better.
Your courses have all been so wonderful, so informational, and so thorough--in short, greatly appreciated by me! Thank you for sharing your expertise, your wealth of knowledge, your inclusion of examples! I have greatly enjoyed reading and listening to all of your lectures thus far.
Instructor kept referring to the fiscal year as the physical year throughout, at least 40 times.
It is a good course to gain an understanding of the Not for Profit entities. The instructor is clear and detailed.
The audio was very low in this course, it was hard to hear. I appreciated the negotiations portion of this course, it was very insightful.
I really enjoyed this class. I like that Shirley has review questions.
Challenging and an excellent course, it expanded my knowledge.
I like the Mentor's sense of humor. He kept the "28 videos" moving fast enough to be interesting. Also, I appreciated the discussion of US and Canadian standards. Thank you, Blair! P.S. Yes, advertising DOES work.
This is an excellent refresher course that I would recommend. It is a good suggestion to keep the slide materials for future reference and is also great for recertification of the CPP. I highly recommend this course.
Quick refresher course on the fundamentals of the BS. It did discuss the IS to discuss RE. Really great for CPE but not helpful if you are looking for further knowledge. This would be great to review before watching more advanced dives into specific accounts or principals.
If you want a good refresher or overview of ASC 606, this course provides that. If you wanted answers on how COVID impacts the application of ASC 606, this course is good at identifying questions to consider but leave many questions unanswered.
Good course it has some useful tips. My only issue is this course seems to be outdated (2014?) for the new functions of Outlook
This was a fantastic course on how to handle questions and complications that arise due to employing employees who work in multiple states throughout the year. The instructor provided a lot of great information with state specific charts, data and examples.
This course is a great overview of the basics of not for profit accounting. The instructor explained concepts very well and the slide greatly supported the important facts of the course. Thank you!
Great class- one of the better ones! As someone who has a published book, I can attest to the importance of editing.
Excellent overview of covered material. Examples and support material were helpful in understanding each excel tip.
Excellent presentation while blending in good humor.
This was overall really great. I would have left out the Power Query section as it didn't feel like it quite fit in.
Provided fundamental basics only on payroll accounting
great refresher and eye opening since we do not deal with some of the states that have weird rules.
I have taken several of Ms. Lamberts courses and have never been dissapointed, she knows her subject matter very well inside and out.
Great presentation with very relatable and useful information that I will be able to apply now.
Great general overview of the new standard. Very informative.
Interesting course dealing with overpayments and paying on vacation not yet accrued. Was very helpful and anyone in payroll should take this course.
great course, it was very in-depth and interesting to listen to. the instructor clearly knows her stuff.
Amazing explanation. Very clear articulation.
Very helpful and complete overview of Construction Accounting. I appreciated the definition of terms and the multiple examples given.
Segregation of duties: one of my favorite topics in audit. This is definitely a much harder concept to implement in smaller companies where staff are limited.
Great introduction course! PLEASE REVIEW THE COURSE FOR THE NUMBER OF CPE CREDITS. SHOULD BE 2.5?
Great course. Very easy to follow. Great examples from the professor.
Good course on Xlookup formula, this will definitely be my go to formula when looking up values.
This course provides a great overview on effective writing. I enjoyed the discussion around using more verbs and omitting needless words. I believe using these tips will help me become a more efficient writer and editor. I believe this is a topic most accountants can improve on, so I am grateful this was offered by Illumeo.
A fun short course, self explanatory about meetings and the structure.
I would have like to have seen how you initially created the dashboard.
Most useful course taken this year, loaded with practical applications and resources to add value to my financial presentations and discussions
Very nice instructor and took the time to go over everything.
the course is a good review of basic accounting theory. author explained in quite detail
Good introduction to TPA for our foreign sub. Gives guidance on where to find more detailed information for specific countries.
Kay was excellent at getting the point across. He was a little happy with his wand drawings to the point it covered the presentation.
I was looking for an entry-level course to share with my payroll team to give them a basic understanding of accounting principles. While this course does deliver on the basic principles, the speaker wasn't very engaging and there were some errors mentioned in the material. The most significant was that the speaker kept referring to a fiscal year as a "physical year". If you are assigning this course to someone, I'd recommend you take it first. If you're taking this on your own, the included "glossary" only includes 5 words; I'd recommend googling relevant terminology. It's really not a bad course for what you pay, but don't expect to be "wow-ed".
Though the material in this course was well thought out and presented, I found it distasteful and unpatriotic to include a former president, not just as an example of an amoral/immoral leader, but also the answer to an exam question. Keep your politics out of my professional learning materials...
This course is excellent for the beginner. The instructor does a great job explaining the basics.
I appreciated the focus on this course on the journey to beocme a better ethical leader. The class addresses specific actions a leader can take to promote ethical behaviour across the company.
A few things that I didn't hear mentioned (granted, I may have missed them)... You can still contribute to a Traditional IRA if you break the income thresholds, it's just not deductible from taxable income. Contribution limits are only relevant for Roth IRAs and there are workarounds (backdoor Roth). Joint life expectancy tables can only be used with spousal beneficiaries.
Good review of concepts and provided valuation info
This instructor does a great job with her classes. The tests are actually based on the course and the material.
Loved the examples shown for the several advanced chart types. The waterfall and combo chart have immediate applications to quarterly IS meetings.
Lynn delivered this course in a clear and understandable manner. I enjoy listening and learning the knowledge she provides.
I enjoyed this presentation very much. I had no idea about the extra leave time that had been added. I have not been working. Thank you
Very informative on how to be an effective leader. I like how it got to specifics how reactive leaders are fear based leaders. I know now that I must put those fears aside and shift my mentality to a team mentality as opposed to thinking of myself.
Simple, but very informative. Useful information provided by qualified instructor. Topics were covered effectively. Instructor was clear and concise. Very knowledgeable instructor.
Overall this is a good course. It is easy to listen to and to follow. Yet there are not enough references to the exact ASCs. Also an all comprehensive example would improve this course.
The handout materials are 109 pages, but could be improved if more graphics and flowcharts were utilized.
This course was exceptionally well done. I especially enjoyed the use of short supporting stories and examples from the presenter's personal experiences. This was one of the most enjoyable CPE courses I have taken and I look forward to taking additional courses from this presenter! Thanks!
This is a good, quick refresher course to get your mind going during Covid isolation.
The information in this course is so helpful and applicable to my day job as a school accountant.
This is a very comprehensive course for tax planning strategies for short-term rental properties.
Very simple course, to be honest non interesting for me. I would expect more complicated material when read the description.
Would prefer handouts that are an outline of what is discussed, rather than blank pages to take notes.
The scope of the exam was useful because it touched on all areas of financial accounting. It would also be beneficial to include payroll entries.
great class thank you. i will recommend. i am so glad i took it.
This was very informative; easy to follow and I learned a lot of new things. Thank you!
I didn't feel like the questions about The TV Show or "Nerds" were appropriate to the material. "Nerd" tends to be perceived as a derogatory term and doesn't feel like it fits in with the concept of Emotional Intelligence.
The material covered was very detailed and this session covered a lot of good information for both state and unemployment.
Barry Zalma is very dull and boring. He even seems un-interested in the lecture he is giving.
I think Mr. Cook is an excellent presenter. Why aren't there more written / graphic / notated materials included with the CPE? More expensive CPE products generally include a PowerPoint. More important would be a transcript which can be very valuable for busy note-takers. I'm surprised these are not made available.
This course is relatively political for accounting and finance professionals. Giving a few examples of politicians or politically linked business leaders isn't necessarily the best way to present ethical issues. Climate change also isn't necessarily an imminent concern for accounting and finance professionals.
The instructor was very thorough on explaining xlookup and its functionality. Furthermore, he provided detailed examples on how to overcome the constraints of vlookup, hlookup, xlookup and other formulas.
This is a great course and should be taken and put to action by all managers/upper-mgmt. A lot of times I hear the 'vision' but don't always see it implemented or followed
Really great instructor, easy to follow even though the subject itself was a little challenging. Great examples and good slides.
I learned from this course about portfolio management, including asset allocation, risk and return, the efficient frontier, Sharpe ratio, Beta, et al.
Instructor needs more enthusiasm and to have slides that are better organized to fit the screen.
This course was very thorough and hit all the most important concepts needed to evaluate the health of a business and transactions that a business may want to undertake to improve its prospects. Great presentation!
Another good course from this instructor. The instructor was clear, and offer detailed information regarding cyber security. Anyone would benefit from this course.
It's not 'physical' year, it's 'fiscal' year. FYI
Great refresher as its been a few years since I took a structured accounting course. Well presented.
Very bad class, notes are very bad & has nothing to do with the exam
Similar to David's other courses, instruction was clear and concise. Not only will this help build a solid budget, but a few neat shortcuts and formulas are presented as well.
A video presentation would have been helpful to augment the paper.
Great job at covering the basics of ethics, considerations, the FCPA and Sarbanes Oxley
This course was well developed and well presented. Good coverage of the subject.
This course was really interesting because I learned about some of the new things I can do with 365. Definitely recommended. However, digging into the differences between various versions of Excel is not too interesting.
High level overview which is good, but I would appreciate accounting courses that were more detail. Illumeo appears to be lacking in government accounting courses.
What a challenging test! A lot of specific information on states. Must pay attention to details. A very overall class on multistate taxation.
Great reference material. Would recommend to others.
Great content! I really learned a lot about how to apply Excel functions to financial planning & analysis.
very helpful course!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Very straight-forward explaination which made the lecture easy to follow.
For ANYONE in an office environment, some very good topics are covered. The slides were presented well and were easy to follow
Boring topic, but well presented by the author. Lease topics are not generally exciting
Great content! Lots of takeaways that can be applied immediately.
Thank you, this course was great. I felt like it covered everything necessary and provided me with the tools to pass the exam at the end. Overall I would recommend this to a colleague.
Very engaging speaker. He used inflection during the course and emphasized areas as he spoke. The topic kept me entertained, focus and excited to learn more.
This is essential, especially now in the COVID world.
It was great to review and/or learn anew these important topics.
I felt this course had logical content. A little too conversational for my tastes, but I recognize that many learn well in this format
great course would definitely recommend. passed on 1st try please take it
I think the course 1. should include the slideshows with the supporting materials and 2. The last section - "Gifts Splitting and Estate Taxes and Conclusion" - the audio does not tie with the slides shown. Overall, hard topic to cover but did the best they can do with all the information provided (best I have seen it done)
Good accounting class that serves as a refresher for accounting basics.
Excellent advice and insights. I highly recommend for any finance/accounting leader.
The course went beyond the subject of delegating skills for managers.
Course was informative and I learned some new things I was not aware needed to be addressed in withholding
Presentation was great. Neil was engaging and effective. I can see myself utilizing this information immediately.
The review questions were not structured well. The premise in the question (ie. is this permitted) did not match well with the phrasing of the responses. However, the final exam questions were properly structured, reducing possible confusion.
Instructor takes a complex topic and makes it easy to follow.
Great course! The real world examples helped me better understand the topics covered.
Overall a good course. I didn't agree with every recommendation but it was a different view point that was worth hearing. Easy to follow and the information stuck. Hope to take away a few nuggets and apply to the "difficult" people I have in my life.
I loved the realness and relevance of this speaker. Great calls and wonderful advice given.
Good basic foundation for those finding themselves in a more demanding role.
Very basic payroll accounting course suitable for non-accountants or very entry level accountants. If you know how expenses, and payables work and understand basics of period end accruals, you won't get much out of this.
This was a great course, full of applicable tips and shortcuts!
Great basic course to provide a basic understanding of business combinations under topic 805. Would be better if it was not a text based course but an instructor led program.
Very thorough and easy to understand course and instructor. The use of examples was very helpful.
Good course, I would recommend it, simple terms and well explained. Thank you
Vicki is Excellent!!! Very well taught and explained. Love her explanations and she is very well-versed on the subject!
Instructor uses great examples and makes concepts very easy to understand.
great course content, lots of information that needs to be considered, insightful and well presented.
I have really enjoyed this series of courses on ASC740. The material is presented in such a way that makes it easy to follow, and also understand the practical application.
This course was good at explaining the use of cryptography
Interesting overview of government budgeting & planning.
The course was interesting and contained a lot of useful information.
This was a great course that detailed best practices for budgeting, production planning, SWOT analysis, BCG Growth matrix and other great concepts!
amazing course, great information. A lot to learn about the planning phase of an audit
This is one of the most useful courses I have ever taken. Thank you for the helpful fixes to so many of the common problems we face in managing our inboxes.
There should be a handout which can be referred to with more information that assists with the exam. This took longer than 3 hours.
This course is a comprehensive look at multi-state taxation which can be a very complicated subject. The examples provided were great. As always, the instructor is clear and knowledgeable on the topic.
the course was a fine conversation about sexual harassment
Would like to know more about repayment of benefits after a furlough.
Good course to understand and manage fraud risks and understand how to audit them
This was a good course, I was not overly familiar with the new recognition and this provided a good overview.
Did not think the Apple questions were relevant or fair. Did not think the Apple questions were relevant or fair. Did not think the Apple questions were relevant or fair.
This is a great course. I recently start doing budget forecast for my company. I can see a lot of the similarity between this course and actual real life work. This course definitely help me to improve my understanding and the concept behind my work. I also like the few tricks that Blair shares at the end of the course.
This instructor courses are always very helpful and are well thought out. I always look for her courses on-line as I always learn something new and interesting from her classes.
Good layout to introduce the concept, but would prefer more examples and visuals.
This course provides a good overview of the history and importance of Sarbanes Oxley. It's a good reminder of why it is important to continually evaluate processes to reduce risk exposure.
Wonderful overview of COSO including all relevant changes in the 2013 version
Good content, but the speaker was hard to follow because of mispronounced words and reading style of teaching.
This is a great course for someone trying to improve their budget process.
It is pronounced FISCAL and not PHYSICAL. SUI stands for State Unemployment Insurance Tax not State Unemployment Income Tax.
Very useful for anyone who is considering implementing a workflow system.
Ms Lambert is always a treat to listen to and explains everything is ways that makes sense. She really knows her stuff and it shows.
The tables are very helpful to understand all the accounting entries needed each period. Well done.
Excellent re-fresher course. Highly recommended for managers and payroll professionals.
Overall the course was very informative. I was distracted in the later sections by the microphone bumping.
This course provides an excellent overview of the circumstances that lead to employee over payments as well as important information regarding deducting repayments.
Enjoyed the take away for me of the importance of a leader looking ahead to the future instead of focusing on what happened in the past.
Very good refresher! Must take it every few years. Very good coverage.
very thorough overview of the internal audit process and the guidelines by which they are governed.
This was an excellent presentation of tools that are key to efficient payroll analysis. The student should invest personal time practicing the applications but the material could not have been presented better. The overview followed by the actual application in the worksheet was extremely helpful in following along. All excel courses should be taught this way. Slides were well formatted and are usable for future reference.
Clear and well thought out presentation. Thank you.
It would have been helpful to have the slides as a handout. There was a lot of good information covered in this course and it would have been great to have the handouts for future reference.
Great job! I enjoyed the course and learning different techniques when listening.
great information! Learned something new with negative reporting.
I liked the final exam format of allowing you to slowly find 90%
I really liked this course. There were great examples and the material was interesting. Very applicable for small to medium size businesses.
Would appreciate more examples in the presentation - to cover more specific real life transactions. Or, more working through the math alongside IRS definitions/precidents and real deal terms. A working excel model, such as provided for other classes covering cash flow budgeting, might help as well. For one who is interested in the topic but has not handled a transaction in real life, more examples might help bridge gaps in terminology as well--had to research triple net leases offline for example, so my time to finish the course to well over the estimate. Thank you for the great presentation and valuable knowledge!!
I really like Jennifer's class that has detail contents in her presentation. The material is very helpful.
Great job! Course was very informative and easy to follow.
Enjoyed taking this course. Looking forward to taking others from this instructor.
Good coverage of material but some of the slides were not detailed enough to follow along
The instructor made this course fun. He enthusiastically repeated items of importance. I found his style easy to follow, understand, and retain.
Excellent. The speaker was like an export on the material, she did a wonderful job with the power point slides as well.
Good info on traveling and when/how to pay and tax. I believe some of the info in the webinar is outdated but the basics are covered.
I found the 1030 exchange class to be insightful and helpful as a good refresher class. I hope that this gets a second follow up
Communication is the cornerstone to any successful relationship.
very very good. cant wait to take the courses that go into more detail
This course helped me strengthen my understanding of IA fundamentals.
Very good information. I thought I was pretty knowledgeable of the differences, but there was quite a bit I didn't know.
This course is 6 stars out of 5 - the best and most thought provoking I have taken on Illumeo. I really enjoyed the links to psychological literature, and the action-oriented strategies and recommendations to improve these Executive traits. Take this course!
Very helpful review of SEC compliance and reporting. The instructor did a great job of making this topic interesting!
Great content! This is a decent crash course that covered a variety of accounting topics for external reporting.
2014 means data and SEC actions are a bit out of date
Great course to obtain a base understanding of the statement of cashflow.
Interesting tips but unrelated in application of what they do.
This is not a basic course. Beginners beware. You may have to watch it a few times to actually understand it. Good refresher for intermediates though.
Love the manner in which the information is organized. One can refer back to this time and time again to keep it front of mind to increase effectiveness
Very useful as a practical guide and as a historical perspective (I was very involved with SOX work from the beginning until 2011, when my employer got bought by a European company).
This was very educational and a definite start to some additional research
needs a transcript of lectures. Test questions have no relation to final test.
Instructor was very knowledgeable and thorough about the payroll topic she was presenting.
This was a great course, very informative and presented nicely. I've learned a great deal and look forward to taking more courses with Lynn.
Great PDF Handouts to use to reflect back on the course.
Solid overview of the terms and definitions surrounding a financial statement audit.
I thought Ms.Shirley was not so exciting to tell us why is so important to learn payroll accounting well, I encouraged her to be louder in the course. I thought the test in the last session is not so relevant to payroll accounting, and I still do not what is the different between wage and salary?FICA and someother similar concepts, so next time pls tell us more knowledges about payroll accounting.Thanks for Ms. Shirley's great work.
A little more basic than expected. Overall a good review of basics in payroll accounting.
The answers to the exam questions are not in the slides.
I like the material a lot. It gives a brief summary of SOX and its significance in a very concise manner. This is very brief introduction to anyone who wants the first level information on SOX compliance before going into a indepth understanding.
Great Course I think we need more documentation.
CISA and CPA's would both benefit. I learned a lot about ERM and why it is very important for an organization.
Very good class, engaging and informative. I really enjoyed this class.
I'm just learning accounting so still trying to learn the debits and credits.
Good information to know and very informative; great instructor. Slides were wonderful and informative as well.
The material was delivered in a clear manner and the slides were very informative.
Randall's approach is clear and logical to presenting numbers effectively.
Excellent course. Provided good details on the how-too, shortcuts, and formulas.
There were a lot of great tools on making your LinkedIn more effective.
This course provides a detailed materials on preventing and detecting fraud.
The answer spreadsheets were very helpful as a reference.
Great review for a non IT professional - especially payroll professionals. Great high level view.
The course was interesting but could have been more organized and concise. The key concepts tested are spoken not listed on the slides.
The course is easy to understand. Especially, the examples with the journal entries help a lot.
I wish the examples on the slides were a little more clear.
Very well spoken and concise summary of the major updates
This course as a very informative course that gave a good background of the Sarbanes-Oxley Act
The content in this course is great! It has helped me personally in so many ways. Thank you for sharing!
Great course! I enjoyed that this provided an overall review of accounting and I actually learned a new way of doing things.
Good overview of financial forecasting methods. Would recommend for beginners.
After having been away from auditing for many years, this was an excellent refresher course.
I thought the wording used on the exam questions was somewhat unclear.
The information was delivered in a clear and concise manner.
I really appreciate this course and its help in career growth and overall help in gaining knowledge in who we are, who we want to be and what our passions are.
The course makes it seem like these changes would be simple when in reality this is a very high level overview.
Another excellent course by Jeff Lenning. So many helpful functions and tips. I just hope I can remember them all. I would have like to seen more examples.
This course was a good refresher on fraud detection.
Very general accounting principles, I was expecting more specific examples or situations.
Course was very helpful. Quiz questions were not as aligned to Payroll accounting as they could have been.
Instructor was very knowledgeable and gave a good summary of changes for 2018.
I liked that the professor was very thorough, she gave good examples and she gave definitions and PDF access to the slides.
Least favorite of my Illumeo courses thus far. Perhaps too much theory crammed into one hour with no practical examples or application discussed.
Case studies are very helpful for practical application of the standard.
I really enjoyed this class. I used pivot tables everyday but he still showed me several tips and tricks that I hadn't used before. I really appreciated that he took the time to show how to perform the task multiple ways and even showed common mistakes and how to correct them. Definitely recommend this class!
Very helpful look into reviewing and analyzing financial statements and not just preparing them.
I thought this course was excellent. The content is broken down in a way that is understandable and David walks through the examples so you can see the application first-hand. I would like to learn more about excel with David. He is a great teacher!
This course provided a helpful overview of the importance of internal controls. It also provided reminders of how vital 'hotlines' are in detecting fraud.
Up-to-date approach for CPE course mentioning about proper use of the title in social media. I also like the fact that this is not only focused to CPAs in public practice but to anybody who is maintaining the tile.
great course for definitions and basic understanding of forensic accounting
This course was very informative and relevant - the documentation will be helpful to use with my team
This course was a very good 'basics' to accounting course.
This was well detailed while providing very efficient timely lessons of the general topic.
Some people just aren't great managers and lack the common knowledge even taught in this course to improve.
Great refresher on escheatment laws. Very informative and easy to understand.
Very nice - I like the course and the image of the flat file...as it is probably similar to what a lot of people are seeing.
What you would expect for a foundation level course. The questions proved to be a nice refresher.
A great basic overview of payroll accounting. Easy to understand and follow.
This was a very informative and helpful course. I would love to see a new version of this published, just in case any information has changed in the states since this was originally made.
Great test for practicing payroll accounting principles.
Course content was good and the materials provided were helpful.
Overall the course was good, but do not agree with the comment regarding the government contracting industry and it not following GAAP. I don't believe that to be true (more than a decade with government contractors) and a bit misleading.
Course was a great primer on understanding exempt status
Overall I liked this course. Im not involved with cash flow with my current job but it was a very informative course to take for someone like myself. I would recommend to anyone looking to gain a greater understanding of cash flow forecasting.
although some of the advice might seem too obvious, overall it's a great overview of best practices on how to prepare for the interview
good link between history in the US and why ethics has become such a prominent topic
Presentation was simple and clear. Easy to follow and understand. Useful for all levels of management.
This course is ok for HR professionals trying to learn basic accounting, not accountants trying to learn payroll accounting. Over half of the course was basic accounting.
The course was very interesting! Lynn did a great job explaining forensic accounting!
Good review course. Fairly simple accounting concepts.
Great explanations of basic accounting principles.
Manipulating the data and walking through step by step is very helpful
The presenter lacks tone and speaks far too slowly to remain engaged. The presenter also reads the slides, providing very little additional insight.
Great material, effectively presented and well organized.
I really like this instructor. She is upbeat and informative and keeps you engaged. Great course.
An excellent overview of what abandoned wages are, how they impact payroll, and the laws and regulations surrounding reporting and remitting to states.
The course was easy to read and understand which lead to passing the final exam.
Good insight in personalities and leadership. Excellent explanations of human behavior
The lecturer gives a very clear lecture. Very well organized material presented. Great exercises to understand ethics.
Very informative class on accounts payable and what they exactly do!!
Great overview and detailed account of the information.
I like how the visuals were done - not just reading but more interactive.
would have loved more examples especially on how fair value assessment.
I found this course to be very well presented with clear action items that I am excited to start implementing!
These courses are presented in a way that makes the info very easy to follow. Instructor does a great job.
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Good interview tips. Great way to refresh on interview pointers.
it's good and convenient for those people who work with company that don't reimburse expenses.
There is no correct answer for question #3. Can you double check this?
Too simple. I learned this as a sophomore in college - not necessary once you are a CPA.
This came pretty easy to me, as I'm a CPA by license, but layman at heart.
I liked the examples that were given and the content was good. there were many topics that are good for the beginner in the accounting field and a good refresher for those with experience.
Helpful intro - hard time hearing the audio at times.
Quick review of accounting and accounting for payroll. Very basic information and could have been enhanced with a worksheet/system to assist in doing a payroll for a medium sized business.
More examples of taxable vs. nontaxable scenarios, like what we received in the exam would be nice.
This is basic information for those who do not already handle accounting functions.
Ms. Lambert is a very good instructor. Her real life examples, slides and style of delivery are excellent.
Great for beginners. Instructor is very repetitive.
Very insightful and great suggestions for creating a mutually beneficial relationship between leader and subordinates.
Fast moving course - would have appreciated a slower pace and more explanation of concepts
It would be better to show the answers to the Final Exam questions.
Good job logically laying this out. The use of video to demonstrate the technique was excellent. The instructor would be easier to listen to if he didn't end every sentance with "right?"
this was very helpful i learned things i did not know
I love how you used very clear and specific examples! Thank you Leslie!
Very through with plenty of scenarios. The instructor is very pleasant and goes at a good pace.
great course...really helps define rules and regulations to ensure we are handling correctly.
The instructor was very clear. The material taught is a great foundation in understanding acceptable/unacceptable ethical behavior in public accounting.
Simply the best instructor I have found on Illumeo. Extremely thorough, technical and practical.
Great overall review! very clear and concise. highly recommend to a new person or to someone who has been away from accounting for a while.
This has improve my excel knowledge tenfold. thank you for your well thought out plan and explanations.
A right to the point course with good examples and explanations. Everything is explained in the pdf material also. He talks fast but clear.
Good course for insomniacs. Presenter was boring.
Very Good and Informative Refresher for Accounting Professionals.
Hits on all the basics! Good refresher course.
The first of half of the class was related to basic accounting concepts, when the title of the class is "Introduction to Payroll Accounting". I was hoping for the class to be more payroll focused.
Great course in understanding the IT and Finance relationship.
This was a good refresher course on CVP
Great Course
I am somewhat confused but going back and reviewing one more time and with a little bit more practice it all made sense.
Some more error rectification technique may be included in this course.
Excellent course for finance professionals.
Very conceptual, just what I needed to know for my business.
excellent course on a much needed topic
Very good course explaining the cultural differences between generations.
Helped with excel skills
I learned new elements of dashboard reporting.
great suggestions
ok
A very interesting topic, another one they don't teach you in school.
na
Instructor was easy to understand and provided good examples in the presentation. The handouts and materials were very helpful learning tools also.
2
Slides very helpful. Information very thorough.
Course had nothing to do with the title
Very informative
I really appreciate the examples, thanks!
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Good
Great lesson!
Good information especially for someone new to accounting.
comprehensive and good
Excellent, great summary
good
Provided a good basic understanding, would have liked more examples.
Good overview of SEC Reporting
This is a very detailed and informative course. I really enjoyed it.
Would like to see detail of test outcome
intesting
Engaging and knowledgeable presenter.
liked the convenience; it was good information
Nice
Excellent course
Easy to follow
very good ideas for excel efficiency.
I liked that he gave specific rules and guidelines to making a PowerPoint. I think there is more I could learn in this department. The best tool I will take away from this webinar is the 8H Rule.
The class delivery was efficient and effective.
Course was WAY more basic than anticipated.
Great slides and easy to follow. Highly Recommend!
Now I use the sub total function.
good basics for a payroll person. Probably a little too basic for an accountant.
good review material
interesting info
Interesting and a good introduction
This course covered some seemingly basic concepts that are huge time savers if you are unaware of them.
Great basic course
Great information and well presented. Personally gained a gret amount of information for future use in reporting.
What about online identity theft companies? What do they do and are there worth the money? What are the steps to take if you have your identity stolen?
Simple but very effective presentation. I loved how brief the financial model was with enough information useful for reporting. Very useful and practical tips for both seasoned professional and those who are just beginning. Another excellent presentation from Blair Cook.
Good refresher course.
Basics
Great tips!
I truly enjoyed the review, it included advance and basic information where anyone from any point could gain some new information and follow along.
Very Informative
The course is so easy to understand.
Excellent course
Well done. Easy to understand.
Very informative. A must have tool for a manager.
Great tips, love the instructor very clear explanantions and examples
Great course!
The last question did not seem to be worded as well as it could have been.
A good overview of the characteristics that IA managers need to have to excel in the profession.
Good overview of the basics of accounting and how it pertains to payroll recording.
Great tips!
The course is too basic for a CPA.
Good point
Some great tips.
Overall discussion of contracts
none
Great material. Too fast to follow at times.
Thank you!! Really useful info. I have not used Match/Index before but now find a lot of ways to use them in my spreadsheet.
I have listened to may instructors in my CPA CPE quest, this go round. There were several very good courses and presentations available, but Mr. Cook is the most captivating liveliest and most knowledgeable in the of all I have heard. Dennis Callahan, MBA, CPA
Blair Cook is awesome!
Great course, but wish there was more detail covered on equity financing.
A common sense reminder.
Helpful information to efficiently manage emails.
Done
Too many slides in the deck. Some of the color background slides do not have the proper contrast and are high to read. Course should be more than 1 CPE based on the amount of material.
This is very informative and I come away with information that I can put in use. However, this course runs for 79 minutes and should be given more credit hours should be alloted to it.
Good overview of SOX 404. I found the information to be very useful.
l like learn about this course and subject We will follow full courses for an intense love thank you very much
jim, i am okay with him
good material and information.
This course is worth checking out. Like most Excel programs, it covers some items that should have been learned through regular use but is lso shows some new approaches.
Ask the instructor a question about this lesson