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    Certified Professional Bookkeeper

    This assessment-rich course is ideal for individuals looking to kickstart their career as a professional bookkeeper or those who wish to enhance their bookkeeping skills and knowledge. This course will provide you with the skills and tools required for efficient record-keeping for businesses. It also offers an in-depth understanding of the need for tracking information. Through this course, you’ll learn the purpose and the steps involved in the process of bookkeeping. You’ll learn to apply essential skills and tools to organize masses of paperwork, files, and information. You’ll also learn to differentiate between essential and accessory information and methods of categorizing them.

    Program Name

    Certified Professional Bookkeeper

    Program Code

    BP-CBP-02

    Website Short Description

    This assessment-rich course is ideal for individuals looking to kickstart their career as a professional bookkeeper or those who wish to enhance their bookkeeping skills and knowledge. This course will provide you with the skills and tools required for efficient record-keeping for businesses. It also offers an in-depth understanding of the need for tracking information.
    Through this course, you’ll learn the purpose and the steps involved in the process of bookkeeping. You’ll learn to apply essential skills and tools to organize masses of paperwork, files, and information. You’ll also learn to differentiate between essential and accessory information and methods of categorizing them.
    After completing this course, you’ll be proficient in the following areas:
    • Basics of beginner-level, intermediate-level, and advanced-level bookkeeping
    • Applying the steps involved in initiating a home-based bookkeeping business
    • Different methods for recruitment and management of clients
    • Differentiate between accounting and bookkeeping practices
    • Different methods of minimizing and planning taxes

    Get certified!
    After the successful completion of this program, you’ll be prepared to take the Intuit QuickBooks certification exam. The certificate will provide credibility to your gained skills and knowledge, and help you compete in the job market for the position of a professional bookkeeper.

    Duration

    6 months

    Hours

    485

    Language

    English

    Prerequisites

    There are no specific prerequisites for this course.

    Outline

    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

    The intended audience for this program is individuals that are seeking to gain employment in the field of Bookkeeping or wishing to enhance their skills in the field.

    Certification

    Upon successful completion of our Professional Bookkeeping course, students will be prepared for an entry-level position as a bookkeeper in an office setting and will be prepared to sit for the NACPB national certification exam. NACPB's Bookkeeper Certification assures employers you have bookkeeping knowledge and skill. Upon successful completion of this course, students will also be prepared to sit for the Intuit QuickBooks certification exam. Each state may have additional licensing requirements, be sure to research your states requirements for employment by visiting your states occupation board.

    Instructor Description

    This class supported by an Educational Mentor. Educational mentors have worked or are working in the subject they mentor. Educational Mentors review student work, student progress, and interact with students as needed. They respond to any questions or concerns you might have, as well as encouraging and motivating you to succeed.

    Required Materials

    QuickBooks Software is not included in tuition, students will need to get their own copy of the software.
    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 2013, 2016 or 2019 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

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