Professional Bookkeeping Entrepreneur

380 Hours/12 Months/Instructor Supported

Course Overview:

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 for Small Business 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.

This program includes a "Start Your Own Business" course that will help you create the business you want. Throughout this course you will be working on your business plan and creating a quick comprehensive overview of the elements you want in your new business.

Have you ever eaten a Mrs. Fields cookie? Used an Apple computer? Listened to a hip-hop CD? Entrepreneurs brought these products to your world. People that start their own businesses and work for themselves are called entrepreneurs. For an entrepreneur the sky is the limit as far as earnings are concerned. An entrepreneur is someone who's recognized an opportunity to start a business that other people may not have noticed -- and jumps at it a skillfully. Entrepreneur can shape and create an opportunity where others see little or nothing -- or see it too early or too late.

The Professional Bookkeeping Entrepreneur program includes 3 courses:

Professional Bookkeeping
QuickBooks Pro
Start Your Own Business

Course Outline:

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

QuickBooks 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

Start Your Own Business

Start Your Own Business Module 1
What Business Do You Want to Start?

What Is an Entrepreneur?
Why be an Entrepreneur?
Costs and Benefits of Becoming an Entrepreneur
Entrepreneurship Options
An Idea Is Not Necessarily an Opportunity
Paths to Small Business Ownership
Making the Business Work on Your Terms
The Business Plan: Road Map to Success
Why Do You Need a Business Plan?
Business Plan Components
Business Plan Suggestions
Creating Business from Opportunity
Your Competitive Advantage
Feasibility: The "Economics of One Unit"

Start Your Own Business Module 2
Who Are Your Customers?

Exploring Your Market
Market Research Prepares You for Success
Know Your Customer
How Customers Decide to Buy
Which Segment of the Market Will You Target?
Market Positioning
Developing the Right Marketing Mix
The Four Marketing Factors
Product: What Are You Selling?
Price: What It Says About Your Product
Place: Location, Location, Location!
Promotion: Advertising + Publicity
Marketing as a Fixed Cost
Smart Selling and Effective Customer Service
The Sales Call
Successful Businesses Need Customers Who Return
Customer Service IS Marketing

Start Your Own Business Module 3
Show Me the Money!: Finding, Securing and Managing It

What Does It Cost to Operate a Business?
Start-Up Investment
Fixed and Variable Costs: Essential Building Blocks
Calculating Critical Costs
Creating Financial Statements for the Journal
Three Rules for Managing Your Cash
Using Financial Statements to Guide a Business
Income Statements
Balance Sheets
Financial Ratio Analysis
Cash Flow: The Lifeblood of a Business
The Value of Money Changes Over Time
Taxes
Financing Strategy: Debt, Equity or Both?
What Is the Best Type of Financing for Your Business?
Gifts and Grants
Debt Financing
Equity Financing
Accessing Sources through Online Networking
Investors Want Their Money to Grow

Start Your Own Business Module 4
Operating a Small Business Effectively

Business Legal Structures
Contracts: The Building Blocks of Business
Protecting What You Have: Intellectual Property
Risk Management
Licenses, Permits and Certificates
Operating for Success
The Production-Distribution Chain
Supply Chain Management
The Idea-to-Product Process
Job Shops
Manufacturing Tips
Defining Quality
Organization Wide Quality Initiatives
Using Technology to Your Advantage
Setting the Tone for the Company
Leadership Comes from Self-Esteem
Adding Employees to Your Business
Corporate Management: Team Building
Ethical leadership
Human Resources Fundamentals
What Do You Want from Your Business?
Growth Through Licensing and Franchising
Harvesting and Exiting Options
Creating Wealth by Selling a Profitable Business
Exit Strategy Options
100 Business Ideas

Materials Included:

Bookkeepers' Boot Camp: Get a Grip on Accounting Basics by Angie Mohr, CA, CMA
How to Start a Home-Based Bookkeeping Business by Michelle Long
Bookkeeping 101 & Beyond with Peachtree Accounting (DVDs) by Robert Henry
QuickBooks® 2011 for Dummies by Stephen L. Nelson, MBA, CPA
Professor Teaches QuickBooks® - CD-ROM
Entrepreneurship: Starting and Operating a Small Business (2nd Edition) by Steve Mariotti and Caroline Glackin

Certifications:

This course helps prepare you to take the NACPB Bookkeeping Certification exam. NACPB Bookkeeper Certification assures the public that you have full-charge bookkeeping knowledge and skills. You obtain the Certification by passing the Uniform Certified Public Bookkeeper Examination.

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)

Professional Bookkeeping Entrepreneur