Bookkeeping & Lite Accounting

Master the fundamentals of bookkeeping and get hands-on experience with QuickBooks software to manage finances.

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Course curriculum

1. Facilitator
1. Introduction
2. Concepts and Theories in Bookkeeping
3. Step-by-Step Guide to Recording Transactions
4. Best Practices in Bookkeeping
5. Case Study: Cornerstone Cafe's Bookkeeping Adventure
6. Applying Bookkeeping Fundamentals
1. Introduction
2. Ethical Bookkeeping Practices
3. Best Practices in Recording Financial Transactions
4. Utilizing General Ledger and Chart of Accounts: A Practical Scenario
5. Applying General Ledger and Chart of Accounts
1. Introduction
2. Difference Between Cash and Accrual Accounting
3. Understanding Accruals and Prepaids
4. Expense vs. Capitalization
5. Financial Statements Familiarity
6. Assignment #1: Budgeting and Journaling
1. Introduction
2. Exploration of Relevant Tax Laws and Regulations
3. Tax Preparation
4. Fraud Prevention and Error Detection
1. Introduction
2. Basic Budgeting
3. Adopting Bookkeeping Best Practices
4. Efficient Bookkeeping Workflow
5. Knowledge Check
1. Introduction
2. Exploring the QuickBooks Interface and Features
3. Setting Up a Company in QuickBooks
4. Managing Customer and Vendor Accounts
5. Recording Transactions in QuickBooks
6. Bank Reconciliations in QuickBooks
7. Generating and Analyzing Financial Reports
8. Budgeting and Forecasting Tools
9. Handling Advanced Transactions
10. Developing Effective Bookkeeping Workflows
11. Course Conclusion
12. Assignment #2: QuickBooks
1. Course Feedback Survey (Optional)

Start at Anytime
Learn at Your Own Pace
~ 3 Hours per Module

FAQ

Pre-Requisites

No prior experience in bookkeeping or accounting is needed, which is ideal for beginners or individuals looking to gain a new skill in financial management.
Technical Requirements

A computer with internet access to download QuickBooks software or access QuickBooks Online, and to engage with interactive course content.
Software Requirements

QuickBooks Desktop software or access to QuickBooks Online. A spreadsheet application such as Microsoft Excel or Google Sheets for basic bookkeeping tasks and to complement the use of QuickBooks.

Additional Courses

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Instructor(s)

Matthew Smilor

[email protected]

Matthew Smilor serves as the Director of the Arnold Center for Entrepreneurship at Stephen F. Austin State University, spearheading initiatives to foster entrepreneurship within the university and the broader region. With a keen focus on teaching, program management, and business development, Matthew is dedicated to advancing the practice of entrepreneurship.

Drawing on his expertise in entrepreneurial ventures that prioritize both profit and purpose, Matthew has played integral roles in the growth and success of numerous businesses and startups. His proficiency spans multiple industries, including telecommunications, hospitality, and insurance, where he has optimized operations, facilitated projects, and streamlined processes to drive revenue growth and minimize expenditures.

Matthew excels as an operational leader, adept at planning, directing, and administering diverse activities. His track record includes recruiting and training key personnel, analyzing data to enhance value, and executing successful organizational initiatives. As a mentor and consultant, he has collaborated with senior executives, implemented comprehensive programs, and secured funding for various initiatives.

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