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    Certified Professional Bookkeeper

    4 Students Enrolled
    4 Students Enrolled
    $3,295.00

    Additional information

    Hours: 485
    Duration: 6 months


    Language: English
    Level: Beginner
    BP-CBP-02

    Data sheet

    Certification included
    true

    To request more information, you can contact us via online chat, our website contact form, or toll free at 1-855-201-6910.

    Online courses are accessible 24/7/365 and self-paced, allowing you to progress at your own pace on your own schedule. They can be taken from anywhere in the world from the comfort of your own home. Classroom courses have a set schedule of the days and times the courses will be held, and you must attend during those specific times.

    Find out if online learning is right for you by contacting our team of registration advisers. Our team is available to answer any of your questions about taking an online course before you commit to enrolling. We will walk you through what to expect to ensure you are making the right decision. You can contact a registration adviser today via online chat, our website contact form, or toll free at 1-855-201-6910.

    No, you are not required to have a diploma or higher education degree to enroll in an online course. However, some occupations may require minimum educational thresholds for employment or certification. For more information on your desired career requirements, please contact us via online chat, our website contact form, or toll free at 1-855-201-6910.

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    We participate in several financial assistance options including third party funding, both military and non-military. To request more information on the financial assistance options available and check your eligibility, contact us via online chat, our website contact form, or toll free at 1-855-201-6910.

    Duration is the amount of time you will receive access to your course. Durations vary by course and range between 1 month and 12 months. If you complete your course before your duration ends you will continue to have access to your course until the duration period ends.

    Many of our career training programs include certification vouchers. This means that at the successful completion of your course, at no additional charge, you will receive an exam voucher for the corresponding industry certification. This voucher will allow you to register and sit for the appropriate certification exam to obtain your industry credential.

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    Once enrolled, you will be assigned a client adviser who will provide you with customer and technical support. Your client adviser will supply you with your course access information, any needed materials, and be available to answer any questions you have during your training experience. They will regularly check-in with you to monitor your progress and assist you with staying on track. You will also be assigned to a course mentor who will provide curriculum support throughout your training. Your mentor is available to answer any questions you have on your course curriculum, will monitor your progress and understanding of the curriculum, and may give assignments or quizzes.

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    We strive to provide a fully online experience for students however some of our training courses include physical materials or equipment. Courses that have materials shipped directly to students will be shipped within 7 business days of registration. Some training courses have material for different sections and these courses may require multiple shipments as you completed stages of your course.

    Our goal for students is to successfully complete their training course and achieve their career goals. We understand that extenuating circumstances can interfere with your ability to complete your course in the duration given. Because of this we have free or low-cost extensions available for our courses upon request. To discuss or request an extension please contact your client adviser at helpdesk@worldeducation.net.

    Upon successful completion of your course and fulfillment of any outstanding financial obligations, you will receive your certificate of completion. Certificates are provided to you within 30 days of completion. Your certificate will validate the training course you completed with a stamp of completion.

    Students that successfully complete our career training programs are assigned a career development adviser who will coordinate placement at a local externship or hands on opportunity. These opportunities are optional and may vary based on availability and occupation. Your career development adviser will also provide job search services such as: resume building, mock interviews, job opportunity resources, and more. Our professional enrichment courses do not come with a career adviser or career services.

    Program 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.

    Learning Objectives

    After completing this course, you should be able to: • Identify the daily tasks and procedures involved with bookkeeping • Define inventory systems and the steps needed to issue financial statements • Recall the methods for managing credits and collections • List the steps involved in accounts payable and recordkeeping • Identify the basics of payroll management • Identify the basics for getting started with QuickBooks • Define the steps for setting up bookkeeping and invoicing functions • Recognize ways to track expenses, monitor accounts receivables, credit cards and payroll • Recall the various components of managing a business, such as budgeting and reporting • List steps for integrating and customizing features in QuickBooks

    Courses Included

    • QuickBooks Pro
    • Accounting and Bookkeeping Studies

    Syllabus

    Professional Bookkeeping Course 1-Bookkeeping Basics Lesson 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 Lesson 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 Lesson 3: 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 Course 2-Payroll and Credit Lesson 1: 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 Lesson 2: Credit and Collections • Credit and Collection Management • Credit Procedures • Sales Orders • Credit Examination Procedures • Credit Controls • Collection Procedure • Collection Controls • Credit Policy Lesson 3: 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 Course 3-Collections Lesson 1: 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 Lesson 2: 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 Lesson 3: 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 Course 4-Payables Lesson 1: Accounting for Payables • Finance Issues • Payment Timing • Applicable Accounts to Charge • Closing Payables • Expense Reports • Department Management • Payables Manager Responsibilities • Payables Controls • Payables Policies Lesson 2: 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 Lesson 3: 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 Course 5-Taxes and Benefits Lesson 1: 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 Lesson 2: 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 Lesson 3: 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 Course 1-Introduction to QuickBooks Lesson 1- • The Home Page and Insights Tab • The Centers • The menu Bar and Keyboard Shortcuts • The Open Window List • The Icon Bar • Customizing the Icon Bar • The Chart of Accounts • Accounting Methods • Financial Reports • Using Express Start • Using the EasyStep Interview • Returning to the EasyStep Interview • Creating a Local Backup Copy • Restoring a Company File from a Local Backup Copy • Setting Up Users • Single Multiple User Modes • Closing Company Files • Opening a Company File • Using Lists • The Chart of Accounts • The Customers & Jobs List • The Employees List • The Vendors List • Using Custom Fields • Sorting Lists • Inactivating and Reactivating List Items • Printing Lists • Renaming and Merging List Items • Adding Multiple List Entries from Excel • The Sales Tax Process • Creating Tax Agencies • Creating Individual Sales Tax Items • Creating a Sales Tax Group • Setting Sales Tax Preferences • Indicating Taxable & Non-Taxable Customers & Items • Setting Up Inventory • Creating Inventory Items • Creating a Purchase Order • Receiving Items with a Bill • Entering Item Receipts • Matching Bills to Item Receipts • Adjusting Inventory • Service Items • Non-Inventory Items • Other Charges • Subtotals • Groups • Discounts • Payments • Changing Item Prices Lesson 2- • Selecting a Sales Form • Creating an Invoice • Creating Batch Invoices • Creating a Sales Receipt • Finding Transaction Forms • Previewing Sales Forms • Printing Sales Forms • Using Price Levels • Setting Finance Charge Defaults • Entering Statement Charges • Applying Finance Charges and Creating Statements • Recording Customer Payments • Entering a Partial Payment • Applying One Payment to Multiple Invoices • Entering Overpayments • Entering Down Payments or Prepayments • Applying Customer Credits • Making Deposits • Handling Bounced Checks • Automatically Transferring Credits Between Jobs • Manually Transferring Credits Between Jobs • Creating a Credit Memo and Refund Check • Refunding Customer Payments • Setting Billing Preferences • Entering Bills • Paying Bills • Early Bill Payment Discounts • Entering a Vendor Credit • Applying a Vendor Credit • Using Registers • Writing Checks • Writing a Check for Inventory Items • Printing Checks • Transferring Funds Between Accounts • Reconciling Accounts • Voiding Checks • Sales Tax Reports • Using the Sales Tax Payable Register • Paying Your Tax Agencies Lesson 3- • Graph and Report Preferences • Using QuickReports • Using QuickZoom • Preset Reports • Modifying a Report • Rearranging and Resizing Report Columns • Memorizing Reports • Memorized Report Groups • Printing Reports • Batch Printing Forms • Exporting Reports to Microsoft Excel • Saving Forms and Reports as PDF Files • Comment on Report • Process Multiple Reports • Scheduled Reports • Using Graphs • Company Snapshot Course 2-Payroll and Forms Lesson 1- • Creating New Form Templates • Performing Basic Customization • Performing Additional Customization • The Layout Designer • Changing the Grid and Margins in the Layout Designer • Selecting Objects in the Layout Designer • Moving and Resizing Objects in the Layout Designer • Formatting Objects in the Layout Designer • Copying Objects and Formatting in the Layout Designer • Adding and Removing Objects in the Layout Designer • Aligning and Stacking Objects in the Layout Designer • Resizing Columns in the Layout Designer • Creating a Job • Creating an Estimate • Duplicating Estimates • Invoicing from an Estimate • Updating Job Statuses • Inactivating Estimates • Making Purchases for a Job • Invoicing for Job Costs • Using Job Reports • Tracking Time and Printing a Blank Timesheet • Weekly Timesheets • Time/Enter Single Activity • Invoicing from Time Data • Using Time Reports • Tracking Vehicle Mileage • Charging Customers for Mileage Lesson 2- • The Payroll Process • Creating Payroll Items • Setting Employee Defaults • Setting Up Employee Payroll Information • Creating Payroll Schedules • Creating Scheduled Paychecks • Creating Unscheduled Paychecks • Creating Termination Paychecks • Voiding Paychecks • Tracking Your Tax Liabilities • Paying Payroll Tax Liabilities • Adjusting Payroll Liabilities • Entering Liability Refund Checks • Process Payroll Forms • Tracking Workers Compensation • Creating Credit Card Accounts • Entering Charges on Credit Cards • Reconciling and Paying Credit Cards Course 3-Company and Accounts Setup Lesson 1- • Assets and Liabilities • Creating and Using Other Current Asset Accounts • Removing Value from Other Current Asset Accounts • Creating Fixed Asset Accounts • Creating Liability Accounts • Setting the Original Cost of the Fixed Asset • Tracking Depreciation • The Loan Manager • The Fixed Asset Item List • Equity Accounts • Recording an Owner’s Draw • Recording a Capital Investment • Using the Letters and Envelopes Wizard • Editing Letter Templates • Viewing Your Company Information • Setting Up Budgets • Using the To Do List • Using Reminders and Setting Preferences • Making General Journal Entries • Using the Cash Flow Projector • Using Payment Reminders • Receipt Management Lesson 2- • Company File Cleanup • Exporting and Importing List Data Using IIF Files • Advanced Importing of Excel Data • Updating QuickBooks • Using the Calculator • Using Portable Company Files • Using the Calendar • The Income Tracker • The Bill Tracker • The Lead Center • Moving QuickBooks Desktop Using the Migrator Tool • Creating an Accountant’s Copy • Transferring an Accountant’s Copy • Importing Accountant’s Changes • Removing Restrictions • Using Help • QuickBooks Keyboard Shortcuts

    Requirements

    Prerequisites

    There are no specific prerequisites for this course.

    Materials

    • QuickBooks Desktop Pro 2021 Training Manual Classroom in a Book: Your Guide to Understanding and Using QuickBooks Pro
    • Bookkeeping: 3 in 1 - Step-by-Step Guide, Tips and Tricks, Advanced Strategies
    • QuickBooks Desktop Pro Plus (Not included)

    Technical Requirements

    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

    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.

    Features

    • 100% Online, Self-Paced • Open Enrollment • Admissions and Student Support • Multimedia Rich and Interactive Content • Industry Certification Exam, when applicable • Hands-on Opportunity Upon Completion

    Career Services

    Students that successfully complete our career training are given a full years access to our modern day career services. With our career services, students are provided a multitude of career development tools to help launch their career quickly and successfully. These tools include:

    • Certification Exam Voucher and Registration Assistance (If Applicable)
    • Resume Building Assistance
    • Externship or Shadowing Placement
    • Career Coaching
    • Employer Skills Matching
    • And More!

    We are dedicated to serving our students on their unique career development journey. Whether you are transitioning to a new career, entering the workforce for the first time, or an experienced professional looking to climb the corporate ladder, our career services team can provide you with professional development tools applicable for any stage of your career.

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