Coming Soon!

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This four-part training series provides a comprehensive foundation in small business bookkeeping. It begins with essential concepts such as the difference between bookkeeping and accounting, understanding key financial statements, and setting up a chart of accounts. Participants will learn to record daily transactions, manage accounts receivable and payable, and maintain accurate vendor and customer records. The sessions cover effective systems for tracking income, expenses, and payments, as well as reconciling bank and credit card accounts to ensure accuracy. The course also addresses monthly and year-end closing procedures, preparing for taxes, and maintaining compliance with record-keeping requirements. 

This training provides an in-depth look at managing financial tasks with accounting software. It starts with selecting the right subscription and setting up users, permissions, and essential configurations. The sessions cover key accounting basics like managing the Chart of Accounts, setting up clients, vendors, and inventory. You'll also dive into handling accounts receivable and payable, including invoicing, payments, bill entry, and 1099 tracking. Advanced topics include automating bank feeds, transaction matching, and account reconciliations. The course concludes with generating key financial reports—balance sheets, profit and loss, and reconciliation reports—along with their tax implications.