Administrative Assistant & Bookkeeping Associate

390 Hours/12 Months/Instructor Supported

Course Overview:

As an office professional, you only have to do one thing: everything! And there never seems to be enough time to do it all, much less learn how. But if you really want to ramp up your job performance – and add value to your employer – you need to take this Administrative Assistant course. This course offers an almost endless supply of savvy advice, great tips, proven tools, and powerful strategies for dealing with both everyday job responsibilities and requirements.

So whether you're brushing up your skills, keeping up with new developments in business, increasing your own marketability, or just starting a challenging and rewarding career, this comprehensive course is just the right thing to move your career forward!

This Professional Bookkeeping course will show you the essentials of record keeping for a small business and will show why it's necessary to track information. The course will give you a greater understanding of the purpose and process of record keeping. Professional Bookkeeping teaches you how to sort through the masses of information and paperwork, how to record what is important for a business, and how to use that information to grow a business for success. This course helps prepare you to take the NACPB Bookkeeping Certification exam. Professional Bookkeeping also assists you in setting up and running a thriving home-based bookkeeping business. This course includes 50 lessons on DVD.

To succeed in small business, you need great ideas, an entrepreneurial spirit, and competitive products or services. And one other thing: a good accounting system like QuickBooks. This QuickBooks course shows you how to use this popular business finance program to gain a clear view of your finances and keep your business in the black.

Starting out right — discover what you need to do to be ready for QuickBooks, then install and set up the software
Satisfy the IRS — use QuickBooks to maintain your accounting records to comply with tax laws
Get right to business — quickly learn to enter data, create invoices, and record and print sales receipts
Count your money — keep track of your checkbook, credit card accounts, inventory, payroll, and budgets, all in one place
See what's what — get a company snapshot that tells who needs to get paid, who owes money, and what needs to get done
Stay on track — produce common financial reports and track every dollar coming in and going out
Prepare taxes — Organize your data and simplify tax preparation
Go online — securely download bank and credit card transactions directly into QuickBooks

NOTE: This course does NOT include the QuickBooks program itself. Students will need to have QuickBooks 2010 &/or 2011 already installed on their computers.

The Administrative Assistant & Bookkeeping Associate program includes 3 courses:

Administrative Assistant
Professional Bookkeeping
QuickBooks Pro

Course Outline:

Administrative Assistant

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

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Professional Bookkeeping Module 1
Bookkeeping Basics

Getting Started
The Origins of Bookkeeping
Generally Accepted Accounting Principles (GAAP)
Accrual Accounting
Debits and Credits
Accountants versus Bookkeepers
Accounting Jargon
Setting Up the Record Keeping System
The Balance Sheet
Assets and Liabilities
The Income Statement
The Cash Flow Statement

Professional Bookkeeping Module 2
Intermediate Bookkeeping

Recording the Sales Cycle
Recording the Purchases Cycle
Inventory Tracking Systems
Capital Assets
Understanding Depreciation
Leases and Loans
Transactions between the Company & Its Owners
Remittances to the Government
Maintaining a Petty Cash System
Reconciling the Bank
Backward Posting
Organizing Messy Books

Professional Bookkeeping Module 3
Advanced Bookkeeping

The Role of the External Accountant
Creating Financial Statements
Corporate Income Tax Returns
Budgeting for a Business
Setting up a 12-Month Budget
Monitoring Cash Flow
Understanding Bartering
Foreign Currency Transactions
Reconciling the Foreign Currency Bank Account
Tax Planning
Minimizing Taxes versus Avoiding Taxes
Owner / Manager Remuneration

Professional Bookkeeping Module 4
Starting a Bookkeeping Business

Starting a Bookkeeping Business
Being Self-Employed
Balancing Work and Family
Financial Considerations
Start Up Considerations
Writing a Business Plan
Management and Organization
Doing your Accounting
Establish a Business Identity
Business Checking Account
Business Credit Cards
Setting Up Your Home Office

Professional Bookkeeping Module 5
Marketing & Clients

Bookkeeping or Accounting
Bookkeeping Certification
Getting Experience
Marketing Your Business
Your Ideal Client
Targeting a Niche
Cultivating Referrals
Online Marketing and Social Media
Understanding Websites
Writing Blogs or Articles
Financial Considerations
Client Management, Legal, and Ethical Issues

QuikBooks Pro

QuickBooks Module 1
QuickBooks: Getting Started

Why QuickBooks?
How to Succeed with QuickBooks
Doing the Easy Step Interview
Populating QuickBooks Lists
Adding Employees to Your Employee List
Customers Are Your Business
Adding Vendors to Your Vendor List
Making & Organizing Lists
Printing & Exporting Lists & List Items
Dealing with the Chart of Accounts List

QuickBooks Module 2
Daily Entry Tasks

Creating Invoices and Credit Memos
Preparing an Invoice
Fixing Invoice Mistakes
Preparing a Credit Memo
Printing Invoices and Credit Memos
Sending Invoices and Credit memos via Email
Recording a Sales Receipt
Printing a Sales Receipt
Correcting Sales Receipt Mistakes
Making Bank Deposits
Paying the Bills
Setting Up Inventory Items
Keeping Your Checkbook
Tracking Business Credit Cards

QuickBooks Module 3
Additional QuickBooks Features

Printing Checks
Printing Checking Register
Payroll with QuickBooks
Doing Taxes the Right Way
Paying Your Employees
Paying Payroll Liabilities
Preparing Quarterly Payroll Returns
Building a Budget
Using the Business Planner Tools
Online with QuickBooks

QuickBooks Module 4
Additional Accounting Features

Balancing a Bank Account
Creating and Printing a Report
Processing Multiple Reports
Job Estimating, Billing, and Tracking
File Management
Backing Up the Information
Working with Portable Files
Accountants and Audits
Fixed Assets and Vehicle Lists
Setting Up a Fixed Asset List
Tracking Vehicle Mileage

QuickBooks Module 5
Business Owners & QuickBooks

Signing Checks
Reviewing Canceled Checks
Choosing a Bookkeeper
Review Your Financial Statements
Choose an Accounting System
Selling an Asset
Understanding Owner's Equity
Multiple State Accounting
Getting & Repaying a Loan
Having a Successful Business

All necessary materials included.

System Requirements:

Internet Access

Broadband or high-speed internet access is required. Broadband includes DSL, cable, and wireless connections.
Dial-Up internet connections will result in a diminished online experience. Moodle pages may load slowly and viewing large audio and video files may not be possible.

Hardware

Windows hardware configurations and processors are acceptable.
Mac computers MUST have Microsoft Window Operating Systems over Bootcamp (Bootcamp is a free download from Apple's website).
1 GB RAM recommended
Software
Operating Systems
Windows XP or Vista and Mac OS X 10 and higher with Windows
Web Browsers
Google Chrome
Safari, Internet Explorer & FireFox are not currently recommended as they cannot display certain Moodle editing menus for both students and instructors
Adobe PDF Reader
Media Plug-ins (These may be required depending on your course media-click on the links below to download the latest versions)
Adobe Flash Player
Adobe Acrobat Reader
Apple Quicktime
Windows Media Player
Real Player
PowerPoint Viewer (use this if you don't have PowerPoint)

Administrative Assistant & Bookkeeping Associate