“This is not theory—this is hands-on training focused on helping you understand your numbers, improve accuracy, and gain full control of your financials.”
Detailed Course Content
Session 1 — Accounting Fundamentals: Deep explanation of assets, liabilities, and equity subtypes, real-world journal entries, the purpose of Undeposited Funds, and cash flow vs. profitability.
Session 2 — Setup & Navigation: Step-by-step opening balances, full settings walkthrough, user permissions matrix, and detailed navigation.
Session 3 — Chart of Accounts: Account numbering strategies, sub-accounts, “Detail Types,” and how the Items list drives sales accuracy.
Sessions 4–5 — Sales & Accounts Payable: Field-by-field breakdown of invoices/bills, Undeposited Funds workflow, bad debt, 1099 compliance, and expense splitting.
Session 6 — Banking: Bank feed setup, automation rules, reconciliation troubleshooting, and the importance of monthly reconciliation.
Session 7 — Payroll: Payroll journal entries, Trust Fund Recovery Penalty, deposit schedules, year-end forms, and sales tax workflow.
Session 8 — Reports & Financial Analysis: Key ratios (gross margin, current ratio), cash flow interpretation, and a complete year-end closing checklist.
Pricing
Standard Registration: $299
Early Bird $250 (before May 15)
For more information, please contact Ingrid at (305) 367-1247.
