Bookkeeping Training

Bookkeeping Training Program Outline

Module 1: Foundation & Getting Started

What Is Bookkeeping Really?

• Why every business needs someone who gets the numbers right
• Bookkeeping vs. accounting (and why you shouldn't mix them up)
• The different paths: working for someone else, going freelance, or starting your own firm
• What you'll actually be doing day-to-day (spoiler: it's not just data entry)

Setting Up Your Workspace

• Essential software you need to know (QuickBooks, Xero, and the basics)
• Creating systems that won't drive you crazy
• Client communication basics
• Professional development and continuing education requirements

Module 2: The Core Skills Everyone Expects

Chart of Accounts & Double-Entry

• Building a chart of accounts that makes sense
• Double-entry bookkeeping (why everything has to balance)
• Common account types and when to use them
• Setting up new clients from scratch

Daily Transactions & Record Keeping

• Recording sales, expenses, and everything in between
• Bank reconciliations (and why they're your best friend)
• Handling cash vs. credit transactions
• Organizing receipts and documentation

Payroll Fundamentals

• Basic payroll processing
• Tax withholdings and employer responsibilities
• Common payroll mistakes and how to avoid them
• Working with payroll services vs. doing it in-house

Module 3: Monthly & Yearly Processes

Month-End Procedures

• Closing the books properly
• Adjusting entries and why they matter
• Preparing basic financial statements
• Month-end checklists that actually work

Tax Preparation Support

• Organizing records for tax season
• Common business deductions and documentation
• Working with CPAs and tax preparers
• Quarterly tax obligations

Year-End & Compliance

• Year-end closing procedures
• 1099s and other required forms
• Document retention policies
• Preparing for audits (even small ones)

Module 4: Real-World Application

Industry-Specific Considerations

• Retail and inventory management
• Service businesses and project tracking
• Non-profits and fund accounting basics
• Construction and job costing

Building Your Career

• Finding your first bookkeeping job
• Setting rates if you're going freelance
• Building client relationships that last
• Growing your skills and staying current

Hands-On Components Throughout:

• Practice exercises with real business scenarios
• Software tutorials with actual company files
• Mock client consultations and problem-solving
• Portfolio development for job interviews

Assessment & Certification:

• Module quizzes to check understanding
• Practical skills demonstrations
• Final project: Complete month-end close for a sample business
• Preparation for relevant professional certifications (QuickBooks ProAdvisor, etc.)

What You'll Walk Away With:

• Confidence to handle bookkeeping for small to medium businesses
• Practical experience with industry-standard software
• A portfolio showing your skills to potential employers or clients
• Clear next steps for your bookkeeping career
• Network of fellow students and industry contacts

Note: This outline assumes students have basic computer skills and familiarity with business concepts. No prior accounting experience required, but helpful.