Small Business Full Charge Accounting Training Center 

   

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 Introduction

Our "Bookkeeping Organized Office Model" (BOOM) combined with our "Full Charge Bookkeeping Systems" work together to achieve incredible results.

Which enables any bookkeeper, full charge bookkeeper, accounting manager, controller, CFO and Software Consultant to become more affective and efficient increasing the value of their services.

Specialist Categories

  • Bookkeeper A/P, A/R and Payroll

  • Full Charge Bookkeeper

  • Accounting Manager

Time commitment to complete our training varies on a person-to-person basis based on their initial level of bookkeeping experience at the time of their training ranging from being a very experience bookkeeper to having little or no experience as a bookkeeper.

Accounting and Administration Made Easy Training Program:

  • How to create a 5 Tab Accounting Desk Procedures Binder
  • How to use FRI's Custom Tools and Templates to setup Organized Accounting Office model

5 Tab Accounting Desk Binder:

  • Tasks
  • Deadlines and Reminders
  • Outlined Procedures
  • Monthly Close Check Off List
  • Staff Performance Satisfaction Survey 

FRI's Custom Tools and Templates

Directories: Base, Accounting Office Organization and Training 

Base Directory:

  • Timesheet
  • Tasks List
  • Deadlines and Reminders List
  • Blank Starting Point Procedures Document
  • Monthly Close Check Off List
  • Staff Performance Satisfaction Survey
  • Tier 2 Monthly / Quarterly Reporting Form
  • File Folder Labels Maker
  • Collections Letter
  • Starting Point Calendar

Accounting Office Organization Tools

  • Demonstrated in Class

Training Documents

  • Discussed in Class
Monthly Tier 2 Reporting Binder:
  • Cushion-Cash, A/R, A/P
  • Open Invoices
  • Sales Reports
  • Balance Sheet
  • Income Statement
  • Budget Overview
  • Budget Vs Actual Reports
  • High Level Variance Analysis

Helping People Become Great Small Business Accountants" and "Teaching That Working Together Will Create Greater Opportunities and Completing Accounting Task Easy"

"Accounting & Administration Made Easy” Training Topics  

Ø      Organized Office Model - “How to Efficiently Run An Accounting Office”, “Systems Working Together Obtain Efficient Results.”

§         High Level Goal “Financial Results” Full Charge Accounting & Reporting

§         5 Tab Accounting Procedures Binder

§         8 Tab Reporting Binder

§         Practice using A&AME Custom Tools To Assist In Implementing Model

§         Items to Complete the First Week On The Job

§         Explanation of the Training Systems Index & Symbols

§         Review Questions and Quiz

 

Ø      “5 Tab Accounting Binder” approach

§         Daily Task list

§         Deadlines & Reminders list

§         Procedures Document

§         Monthly Close Check Off list

§         Satisfaction Survey

§         Review Questions and Quiz

 

Ø      “8 Tab Reporting Binder” Approach

§         Cushion – Cash, A/R & A/P Reports

§         Open Invoices

§         Sales Reports

§         Chart of Accounts

§         Balance Sheet

§         Income Statement

§         Budget Overview

§         Budget vs. Actual Reports & High Level Variance Analysis

§         Review Questions and Quiz

 

Ø      Basic Accounting Review, Standards and General Information

§         Overview and Practice Using A&AME Custom Tools

§         Accounting Made Easy 6 Step Approach

§         Accounting Objectives Key Focus

§         5 Tips for Using Any Accounting Software Program Efficiently

§         Six Tasks Maintained By All Competent Accounting Managers

§         QuickStart Accounting Practices Supporting An Efficiency Run Office

§         Review Questions and Quiz

 

Ø      Accounts Payable

§         FRI’s Accounts Payable Management System (A/P in the Pipe)

§         Setting up Vendors

§         Processing Bills and Printing Checks

§         FRI’s Printing and Assembling Checks For Signing Process

§         Filing Accounts Payable

§         FRI’s Standard Process of Handling Vendor Inquiries

§         Creating Accounts Payable Reports

§         Processing Credit Card Statements

§         Preparing 1099 Forms

§         Software Questions Related To Improving Accounts Payable Efficiency

§         Review Questions and Quiz

 

Ø      Accounts Receivable

§         FRI’s Accounts Receivable Management System (ARMS)

§         Setting up Customers

§         Setting up Sales Items

§         Creating Invoices

§         Timely Invoicing

§         Receiving Payments and Making Deposits

§         Printing Deposit Summaries

§         Filing Accounts Receivable

§         FRI’s Standard Collections Process

§         Software Questions Related To Improving Accounts Receivable Efficiency

§         Review Questions and Quiz

 

Ø      Bank & Account Reconciliation

§         FRI’s Completing Monthly Bank Account Reconciliations

§         FRI’s “Monthly Close Check Off” list approach

§         Reconciling Bank Accounts in the Accounting System

§         Preparing Bank Reconciliations

§         Software Questions Related To Improving Bank Reconciliation Efficiency

§         Review Questions and Quiz

 

Ø      Payroll

§         Logic in Using An Outside Payroll Service

§         Processing Outside Payroll

§         Recording Outside Payroll in Accounting System

§         Software Questions Related To Improving Payroll Processing Efficiency

§         Review Questions and Quiz

 

Ø      Running Reports, Setting Up Budgets and Researching Transactions

§         Running Reports

§         Printing Reports

§         Filtering Reports

§         Finding Transactions

§         Setting up Budgets

§         Software Questions Related To Improving Reporting Efficiency

 

Ø      Backing Up the Accounting System

§         Backing Up The Accounting System

§         Review Questions and Quiz

 

Ø      Review Questions and Certification Examination  

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Email us your questions or contact us of a "free" consultation to discuss your situation and to gain an understand your interests and concerns.

Comments

finresults@att.net

Tell us your needs.

  • Beginning Bookkeeper Training Workshop I / Computerized Class
  • Advanced Bookkeeper Training Workshop II and III / Computerized Class
  • Accounting Software Training
  • Certificate of Completion Awarded

Please include in your email above: your name, title, company name, address, telephone, fax, email, cell # and a brief description of your interest, question or need.

Thank you for contacting Financial Results, Inc.

 
 

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