Language: English
Short Description: This multimedia-rich program is for those of you who have been looking for bookkeeping certificate programs online. This program is ideal for people with no prior experience as an administrative assistant and want to make a successful career for themselves in the world of business. However, those of you who are already working in this field can use this program to further your knowledge and skills to potentially move to the next step in your career path.
Through this user-friendly program, you’ll learn about:
1. Administrative Assistants: these professionals ensure that all professional office functions operate well. Thus, you’ll learn how to apply your skills of organization, communication, office technology, and planning to handle that position effectively.
2. Professional Bookkeeping: you’ll learn how to document and maintain transactions and financial records.
3. QuickBooks Pro: you’ll learn how to use this invaluable resource to make your bookkeeping job easier and more accurate. Thus, you’ll learn how to produce data for company expenses,purchases, taxes, or payroll.
This program will help you to preparefor two certifications. These include:
1. The Administrative Assistant Certification (CAA) Exam by NCCB
2. The Bookkeeper Certification Exam by NACPB
With this program, you can significantly improve your employment opportunities and become a professional that companies will want on their teams.
Instructor Description: Though this program is a self-paced program it is supported by an educational mentor. Educational mentors are subject matter experts who have years of experience in their field as well as the necessary educational training and credentials to work as an expert. The mentor is available to answer any questions a learner may have including questions on course content, course material, certifications, and even industry questions. Mentors also monitor the progress of learners to ensure training retention and program advancement. In eLearning, motivation is a key tool to success. Because of this, mentors provide encouraging comments, feedback, and coaching to motivate learners throughout the duration of the program to support completion and success!
Certification: Upon successful completion of this program, students will be prepared to sit for the NCCB's Certified Administrative Assistant (CAA) Certification, the NACPB's Bookkeeper Certification, and Intuit's QuickBooks Certification.
The Certified Administrative Assistants (CAA) certification exam prepares individuals for a career as an Administrative Assistant/Secretary across a wide range of professional companies. Attaining national certification displays that individuals have studied and mastered the necessary skills to be a recognized professional in the field of Administrative Assistants. Certified Administrative Assistants (CAA) performs organizational, administrative, and clerical duties in a multitude of settings. Nearly every industry employs Administrative Assistants to organize files, schedule appointments, serve as information and communication managers, and support other staff members, all necessary functions in a business or office that keep an organization running efficiently.
Intuit's QuickBooks Online Certification is recognized throughout the United States and its properties. Intuit's QuickBooks Online Certification assures employers of your QuickBooks Online knowledge and skill. Intuit's nationally recognized QuickBooks Online Certification helps you:
• Distinguish Yourself
• Build Credibility
• Validate QuickBooks Online Knowledge
• Demonstrate QuickBooks Online Skill
Each state may have additional licensing requirements, be sure to research your states requirements for employment by visiting your states occupation board.
Requirements
QuickBooks Software is not included in the tuition, so 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 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
Hide Syllabus
Lesson 1
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
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
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
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
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
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
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
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
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