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    Administrative Assistant & Professional Bookkeeping with QuickBooks

    The bigger the company, the more they need well-trained Administrative Assistants. Those assistants with Bookkeeping skills and practice with QuickBooks are at the top of that demand. This perfect triad of skills is in demand all over the US providing an even greater pool of opportunities. The median income in 2016 for an administrative assistant was $36,750. The median income for a bookkeeper was $39,750. You would have a distinct hiring advantage with both these skill sets and QuickBooks proficiency too! What’s in this Program? Three parts make up this well-balanced program. 1- Administrative Assistant: the person who keeps the wheels greased and turning so that a professional office functions well.

    Program Name

    Administrative Assistant & Professional Bookkeeping with QuickBooks

    Program Code

    BPAA-PB-01

    Website Short Description

    The bigger the company, the more they need well-trained Administrative Assistants. Those assistants with Bookkeeping skills and practice with QuickBooks are at the top of that demand. This perfect triad of skills is in demand all over the US providing an even greater pool of opportunities. The median income in 2016 for an administrative assistant was $36,750. The median income for a bookkeeper was $39,750. You would have a distinct hiring advantage with both these skill sets and QuickBooks proficiency too!
    What’s in this Program? Three parts make up this well-balanced program.
    1- Administrative Assistant: the person who keeps the wheels greased and turning so that a professional office functions well. This program teaches you powerful tools to handle that position by utilizing the necessary skills of communication, organization, planning, and office technology.
    2- Professional Bookkeeping: teaches you to document and maintain financial records and transactions. Every business in the world requires an individual with these skill sets.
    3- QuickBooks Pro: once you understand bookkeeping concepts, you will find the QuickBooks software to be an invaluable resource. There is a good reason it is so popular, and mastering it makes your job easier and more accurate, allowing you to quickly produce data for company purchases, expenses, payroll or taxes. QuickBooks is essential for most modern businesses.

    NOTE: This program does NOT include the QuickBooks program itself. Students will need to have QuickBooks already installed on their computers.

    Certification preparation! Obtaining national certification in your desired field gives you an advantage by proving to potential employers you possess the necessary knowledge and skills to work in the field. This program prepares you to sit for three different certifications: the NCCB’s Administrative Assistant Certification (CAA) Exam, the NACPB’s Bookkeeper Certification Exam, and Intuit’s QuickBooks Certification Exam.
    Summary: These skills are in demand nationwide, great salary, and complete training in a short time!

    Duration

    12 months

    Hours

    725

    Language

    English

    Prerequisites

    There are specific prerequisites for this course.

    Outline

    Administrative Assistant
    Module 1: Typing Practice & Improvement
    • Pre-Test Your Typing Ability
    • Finger Positioning Exercises
    • Typing Practice Games
    • Typing Progress Tracking
    • Improve Your Typing Skills
    • Increase Your Typing Speed
    Module 2: General Office Procedures
    • The New Administrative Assistant
    • The Daily Routine
    • Telephone Usage & Etiquette Tips
    • Mail Services and Shipping
    • Travel Arrangements
    • Transportation Reservations
    • Dealing with Meetings
    • Meeting Agendas and Minutes
    • Time Management
    • Creating Action Plans
    • Keeping Accurate Records
    • Filing Systems and File Cabinets
    Module 3: Office Equipment and Computers
    • Understanding Office Equipment
    • Using Microsoft Windows
    • Using Apple Macintosh
    • Navigating with Mac OS X
    • Email Accounts & Programs
    • Organizing Your Email
    • Using the Internet
    • Computer Networking
    • Web Conferencing
    • Data Security
    • Troubleshooting Computer Problems
    • Office Ergonomics
    Module 4: Using Microsoft Office
    • Common Microsoft Office 2010 Features
    • Using Microsoft Word
    • Using Microsoft PowerPoint
    • Using Microsoft Excel
    • Using Microsoft Publisher
    • Using Microsoft One Note
    • Using Microsoft Outlook
    • Using Microsoft Web Applications
    Module 5: Business Documents
    • Creating a Great Business Letter
    • Appearance and Paragraphing
    • Interoffice Memorandums and E-Mails
    • Reports and Report Templates
    • Press Releases
    • Editing and Proofreading
    • Forms of Address
    • Legal Documents and Terms
    • Grammalogues
    • Notary Public Forms
    • Agreements and Contracts
    • Legal and Real Estate Terms
    Module 6: Language Usage
    • Grammar
    • Using Adjectives and Adverbs
    • Language Usage and Style
    • Subject-Verb Agreement
    • Avoiding Redundancies
    • Phrases and Words to Omit
    • Common English Usage Problems
    • Spelling and Spell Check
    • American English vs. British English
    • Punctuation: Using a Period or Comma
    • Writing Numerals
    • Roman Numerals
    Module 7: Financial Activities
    • Bookkeeping and Accounting
    • Business Taxes
    • The Company’s Bank
    • Business and Financial Information for Small Businesses
    • U.S. Weights and Measures
    • International Weights and Measures (Metric)
    • Business Math
    • Career Advancement
    • Growing as the Company Grows
    • Presentation Skills
    • Communication Skills
    • Office Management and Supervision

    Professional Bookkeeping
    Module 1: The Basics of Bookkeeping
    • The Bookkeeper Position
    • Difference Between Accounting and Bookkeeping
    • Financial Accounting Basics
    • The Accounting Cycle
    • Accrual Basis of Accounting
    • Chart of Accounts
    • The Ledger Concept
    • Trial Balance
    • Closing the Books
    • Journal Entries
    Module 2: Financial Statements
    • Income Statement Overview
    • Balance Sheets
    • Cash Flows
    • Interpretation of Financial Statements
    • Accounts Payable and Receivable
    • Profit Ratios
    • Bookkeeping Controls
    • Sales and Collection
    • Invoices
    • Cash Processing
    Module 3: Payables Processing, Inventory and Assets
    • Payables System
    • Expense Report Processing
    • Petty Cash System
    • Inventory Accounting
    • Inventory Cost Layering Overview
    • Fixed Assets and Depreciation
    • Fixed Asset Classifications
    • Debt Accounting
    Module 4: Payroll
    • Payroll Cycle
    • Employee Time Tracking
    • Gross Pay Calculations
    • Benefits and Deductions
    • Accounting for Payroll Transactions
    • Payroll Taxes
    • Workers’ Compensation Insurance
    • Income Tax Filings
    • Small Business Tax Reduction Strategies
    Module 5: Credit and Collections
    • Credit and Collection Management
    • Credit Procedures
    • Sales Orders
    • Credit Examination Procedures
    • Credit Controls
    • Collection Procedure
    • Collection Controls
    • Credit Policy
    Module 6: Credit Application
    • Adjustments to a Credit Application
    • Customer Credit Ratings
    • Third Party Credit Ratings
    • Ongoing Credit Monitoring
    • Credit Documentation
    • Financial Statements
    • Ratios
    • Liquidity Index
    • Credit Risk Reduction
    • Credit Insurance
    Module 7: Customer Billings and Collection Tactics
    • Billing Processing
    • Efficient and Effective Billing
    • Statement of Accounts
    • Payment Handling
    • Check Receipt
    • Tactics: Calls, Letters and Holds
    • Credit Repayments
    • Payment Deductions
    • Product Returns Management
    • Skip Tracing
    Module 8: Collections, Litigation and Laws
    • Management of a Collection Agency
    • Litigation and Bankruptcy Tactics
    • Chapter 11 Bankruptcy
    • Allowance for Doubtful Accounts
    • Credit and Collection Technology
    • Document Imaging
    • Product and Service Improvements
    • Credit and Collection Measurements
    • Credit and Collection Laws
    Module 9: Overview of Payables
    • Transaction Cycles
    • Invoice Processing
    • Processing Procedures
    • Types of Payments
    • Checks, Drafts, Transfers
    • Expense Reimbursement
    • Procurement Cards
    • Sales and Use Tax Overview
    • Tax Audits
    Module 10: Accounting for Payables
    • Finance Issues
    • Payment Timing
    • Applicable Accounts to Charge
    • Closing Payables
    • Expense Reports
    • Department Management
    • Payables Manager Responsibilities
    • Payables Controls
    • Payables Policies
    Module 11: Payables Record Keeping
    • Payables Fraud
    • Personal Purchases
    • Payables Technology
    • Automated W-9 Forms
    • Vendor Master File
    • Payables Filing System
    • Government Reporting
    • Unclaimed Property
    • Cost Recovery
    • Payables Management
    Module 12: Payroll Management
    • Payroll Cycle Duration
    • Electronic Payments
    • Definition of an Employee
    • W-2 Contractor
    • Employee Withholding Liability
    • Employee Time Tracking
    • Employee Compensation
    • Difference Between Salaries and Wages
    Module 13: Employee Benefits and Payroll Taxes
    • The Provider and Recipient of Benefits
    • Flexible Spending Accounts
    • Time Off
    • Payroll Deductions
    • Income Tax Withholding
    • Social Security Tax
    • Medicare Tax
    • Earned Income Credit
    • Common Paymaster Rule
    Module 14: Taxes and Accounting for Payroll
    • Tax Remittances
    • Tax Deposit Schedules
    • Accuracy of Deposits Rule
    • Unemployment Taxes
    • Unemployment Benefit Claims
    • Payments to Employees
    • Accounting Journal Entry
    • Accrued Wages, Bonuses and Commissions
    • Tax Deposits
    Module 15: Payroll Reports, Recordkeeping and Procedures
    • Payroll Register
    • Employment Application
    • Employer Identification Number
    • Forms: Timecard
    • Payroll Controls
    • Payroll Measurements
    • Payroll Entries to Headcount Ratio
    • Outsourcing Option

    QuickBooks Pro
    Module 1: Setting Up QuickBooks
    • Accounting Systems
    • How to Succeed with QuickBooks
    • Budgeting Wisely
    • QuickBooks Setup
    • Express Setup
    • Populating QuickBooks Lists
    • Organizing Lists
    • Printing Lists
    • Exporting List Items
    • Chart of Accounts
    Module 2: Invoices, Credit Memos, and Recording Payments
    • Preparing an Invoice
    • Fixing Invoice Mistakes
    • Preparing a Credit Memo
    • Printing Invoices & Credit Memos
    • Sending Invoices & Credit Memos via Email
    • Recording a Sales Receipt
    • Printing a Sales Receipt
    • Recording Customer Payments
    • Making Bank Deposits
    • Improving Cash Flow
    Module 3: Paying Bills and Inventory
    • Pay Now or Later?
    • Accounts Payable
    • Paying Your Bills
    • Tracking Vehicle Mileage
    • Paying Sales Tax
    • Setting up Inventory Items
    • Purchase Orders
    • Assembling a Product
    Module 4: Checks and Credit Cards
    • Writing Checks
    • Depositing Money in a Checking Account
    • Transferring Money between Accounts
    • Working with Multiple Currencies
    • Tracking Business Credit Cards
    • Reconciling Credit Card Statements
    • Printing a Check
    • Printing a Check Registrar
    Module 5: Payroll and Budgeting
    • Doing Taxes the Right Way
    • Paying Your Employees
    • Paying Payroll Liabilities
    • Preparing Quarterly Payroll Tax Returns
    • Building the Perfect Budget
    • Projecting Cash Flow
    • Electronic Banking
    Module 6: Balancing Accounts and Job Estimates
    • Balancing Bank Accounts
    • Giving QuickBooks Information from the Bank Statement
    • Creating and Printing a Report
    • Reports Made to Order
    • Processing Multiple Orders
    • Turning on Job Costing
    • Setting up a Job
    • Revising an Estimate
    • Tracking Job Costs
    Module 7: File Management and Fixed Assets
    • Backing Information Up
    • Working with Portable Files
    • Using an Audit Trail
    • Fixed-Assets Accounting
    • Tracking Vehicle Mileage
    • Tracking Depreciation
    • Owner’s Equity
    • Business Formula

    Audience

    This program is ideal for individuals with no previous administrative assistant experience as well as individuals working in the field who wish to further their knowledge, skills, and potentially advance their career.

    Certification

    Upon successful completion of this program, students will be prepared to sit for the NCCB's Certified Administrative Assistant (CAA) Certification, the NACPB's Bookkeeper Certification, and Intuit's QuickBooks Certification.
    The CAA certification exam prepares individuals for a career as an Administrative Assistant/Secretary across a wide range of professional companies. Attaining national certification displays that individuals have studied and mastered the necessary skills to be a recognized professional in the field of Administrative Assistants. Certified Administrative Assistants performs organizational, administrative, and clerical duties in a multitude of settings. Nearly every industry employs Administrative Assistants to organize files, schedule appointments, serve as information and communication managers, and support other staff members, all necessary functions in a business or office that keep an organization running efficiently.
    The NACPB's Bookkeeper Certification is accredited by the National Bookkeepers Association (NBA). The Certification is recognized throughout the US and its properties.
    NBA's Bookkeeper Certification assures employers of your bookkeeping knowledge and skill.
    NBA's nationally recognized Bookkeeper Certification helps you:
    - Distinguish Yourself
    - Build Credibility
    - Validate Bookkeeping Knowledge
    - Demonstrate Bookkeeping Skill
    Each state may have additional licensing requirements, be sure to research your states requirements for employment by visiting your states occupation board.

    Instructor Description

    Though this program is a self-paced program it is supported by an educational mentor. Educational mentors are subject matter experts who have years of experience in their field as well as the necessary educational training and credentials to work as an expert. The mentor is available to answer any questions a learner may have including questions on course content, course material, certifications, and even industry questions. Mentors also monitor the progress of learners to ensure training retention and program advancement. In eLearning, motivation is a key tool to success. Because of this, mentors provide encouraging comments, feedback, and coaching to motivate learners throughout the duration of the program to support completion and success!

    Required Materials

    Internet Connection
    • Broadband or High-Speed (DSL, Cable, Wireless)
    Hardware Requirements
    • Processor - 2GHz Processor or Higher
    • Memory - 1 GB RAM Minimum Recommended

    Software Requirements
    • Operating Systems - Windows 7, 8 or 10; Mac OS x 10 or higher
    • Microsoft Office or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
    • Internet Browsers - Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
    • Adobe PDF Reader
    NOTE: Students will need to already have the QuickBooks Software, as this software is NOT included in the tuition cost.

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