Topics by Course
Our Methodology: Video, Concept, Practice, Test and Recap Video
Level I - Preparing For the Job and How to Work There
- Introduction Level I Courses
- In our introductory lessons, we go over how small businesses are different from your average large company, and how this can benefits you.
- We’ll go over important preparations considerations for you interview, such as your resume, cover letter and references.
- We’ll cover researching the company, and characteristics that can increase your chances for achieving higher starting pay with greater contributions to the company’s bottom line.
- We’ll go over your application, how to handle testing and background checks.
- We’ll teach you tips and suggestions to help make a positive first impression and encourage positive interviewing results.
- We’ll talk about learning by doing, travel considerations, terminations and what they meant for you.
- Additionally, we’ll teach you when you should prepare to start, and how to handle dressing and performance at work – like the etiquette around taking personal calls, or how substance use should be handled in relationship to your job.
- As we finish up this course, we’ll teach you how to maximize the potential of your job’s “Honeymoon Period.”
Chapter 1.0100 - Aluminum
How small businesses are different, Approaching New Job Opportunities Overview, The Six Step Approach, First Impressions, Your Cover Letter, Your Resume, Your References, Exploring Jobs Rules of Thumb, Minimizing Commute Considerations, Interviewing Urgency, What to Bring To the Interview, Early Bird Gets the Worm, Ask For a Trial Period, Prepare to Start Immediately, Dress Code, Do Not Ask What to Wear to The Interview, Personal Calls at Work, Cell Phones, Tobacco and Other Substances, Separate Work From Personal. How to Handle Arriving Late, Most Important Tasks are Learned on the Job so Relax, Don’t Tell Your Life Story the First Week on the Job, Do Not Ask a Thousand Random Questions About the Company the First Week, Do Not Leave Early The First Week, Terminating The Job Letter Template.
Chapter 1.0200 - Nickel
Maintain Emotional Control of the Employer Relationship, The Five Tab Training Binder Approach. The Time Sheet, The Task List (List What Needs To Get Done Morning to Afternoon, Daily, Weekly, Monthly, Quarterly, Annually), Deadlines and Reminders List, Document, Monthly Balance Sheet Review Checklist, Performance Review 30, 60 & 90 Days, A&AME Custom Tools, Office Organization Templates, Common Binders: Banking, Estimates, Invoices, Deposits, A-Z Payments Received, Payroll and Reports, Cabinet and Hanging File Folder Templates, File Folder Label Template. QuickStart Accounting Procedures Overview, Using Email, Writing Down Questions to Review All at One Time, How to Answer the Phone, Using Phone System, Taking Phone Messages, Saving Time of Others Adds Value, Rebooting Your Computer, Restocking Office Machines Paper Supplies, Using Copier, Using Postage Meter
Chapter 1.0300 - Tin
Mastering Getting Started On a New Job, Leading With The Task List, Leading with the Deadlines and Reminders List, Outlining Procedures, Create / Update Template Balance Sheet Review Check Off List. Request 30 Day, 60 Day and 90 Day Review (Use easy to complete performance review template, Using The Honeymoon Period Wisely, Make Yourself Reachable by Email and by Cell Phone, Getting Started Calendar, Opening and Closing Routine, Returning From Lunch Routine, Achieving Goodwill with Hours Worked, Blending In Technique, Inventorying Approach, First Week, Second Week, Third Week, Forth Week (Month). If Running Late, How to Handle Once you Arrive Late, Make Up For Missed Time, How to Get The Supplies you Need, When to Get The Supplies You Need, Importance of 30, 60 and 90 Day Review, Take Lunch Breaks, Exercise and Good Health Practices, Take Vacations, Agree with Supervisor, Hold Back Giving Your Opinions Until You Learn The Job and Preferred Practices, Communicate When Tasks are Completed Via Email, Do Not Ask Permission To Take Notes and To Be Organized.
Chapter 1.0400 - Copper
How Candidates Can Increase Wage Potential by Strengthening Their Resumes. UDOO!’s Staff Evaluation Criteria and Characteristics, Example and Logic Behind Candidate Evaluation Criteria. Understanding The Universal Job Posting and Hiring Process: Creating the Job Description, Placing the Advertisement, Responding to Candidates Cover Letters and Resumes Received, Evaluating Candidates Against Job Description Using Cover Letter and Resume, Scheduling Interviews, Testing Applicants, Completing Background Checks, Completing Application Paperwork, “At Will Employment”, Employee Handbook, On-Boarding Process, Candidates Usually Do Not Improve From Poor First Impressions, Employers should evaluate fit of job for New Employees that have Very Poor First Impressions. Thank Staff For Effort and Loyalty to Company, Set Office Schedule and Hours of Operation, Establish Regular Work Hours, Create a Positive Work Environment, Office Organization, Opening Office Routine, Closing Office Routine, Distribution of Mail, Centralized Mail Box, Arrival and Departure Board, Celebrate Birthdays and Anniversaries, Have Company Holiday Party.
Level II - Performing the Job and Completing Tasks
- Introduction Level II Courses
- In our Level II courses we’ll introduce our Five Tab Binder Approach, discuss and review office organization, and provide an overview on the daily task list to prioritize your bookkeeping workflow.
- We’ll begin Full Charge bookkeeper training, what your daily workflow should look like, as well as filing systems that can help make sure that your office is as efficient as possible.
- Additionally, we’ll show what an organized office should look like, giving you the tools to be successful.
- We’ll teach you to process bills and checks, create reports, and how to set up renewals for licensing, and move towards the 8-tab reporting binder for a precise way of keeping your accounting organized.
- We’ll cover setting up inventory, taxes, W-4 plans, workers compensation and deposit forms, as well as best practices for implementing the organization skills you’ve mastered here into your new office.
Chapter 2.0100 - Bronze
“BOOM” Model Diagram, QuickStart Accounting Practices, Timetable for Implementing the Model, Systems Operating Status Check-Off List, Daily Tasks List To Prioritize Tasks and Plan Workflow, The Six Main Objectives Met by Every Successful Accountant, Basic Accounting Review and Mastering Debits and Credits, Office Organization and Filing Systems Revisited, The In-Box, Bookshelf, Filing Cabinet Customer Fils, Filing Cabinet General Files, Filing Cabinet Vendor Files, Filing Cabinet Employee Files, Filing Cabinet Accounting Files Accounts Receivable Management System (ARMS), Collections Approach 30, 60 and 90 Slow-Pay Handling (CASH), Accounts Payable Management System (A/P in the Pipe), Suggestions for Printing and Assembling Checks, Handling Vendor Inquiries, Completing Bank Account Reconciliations Process, Posting Outside Payroll (POP), Using the Monthly Balance Sheet Accounts Review Check Off List, Year End Process (YEP) and Working with CPA Firms, Information Storage and Retrieval System, Book Shelf, Filing Cabinet Customers, Filing Cabinet General Files, Filing Cabinet Vendor Files, Filing Cabinet Employee Files, Filing Cabinet Accounting Files.
Chapter 2.0200 - Silver
Training Using The Five Tab Binder Approach, Setting Up Customers, Setting Up Sales Items, Creating Invoices, Entering Customer Payments Received, Printing Deposit Summaries, Filing Accounts Receivable, Handling Collections, Preparing Bank Account Reconciliations, Using Outside Payroll, Setting Up Vendors, Processing Bills, Paying Bills and Printing Checks, Assembling Checks for Signing, Filing Accounts Payable, Creating Accounts Payable Reports, Processing Credit Card Statements, Handing Vendor Inquiries Revisited, Preparing 1099 Forms, Preparing Business License Renewals, 8 Tab Reporting Binder, Printing Reports, Filtering Reports, Finding Transactions, Coding and Date Stamp Usage, Backing Up Your Work.
Chapter 2.0300 - Gold
Training Using The Five Tab Biner Approach, Setting Up Job Cost Items, Preference Settings, Creating Estimates, Progress Invoicing, Assigning Expenses to Jobs, Invoicing for Reimbursable Expenses, Comparing Estimates to Actuals, Entering Time, Running Time Reports, Invoicing Time, Setting Up Payroll Items, Setting Up Employees, Mapping Payroll Accounts, Processing Payroll, Checks, Printing Payroll Reports, Adjusting Payroll Taxes, Paying Payroll Taxes, Preparing Payroll Tax Deposits, Handling Returned Checks, Making Journal Entries, Completing Employee W4 and I9 Forms, Filing Federal Quarterly 941 and State DE9 and DE9C Forms, W-9 Vendor Tax Reporting Form, Preparing 1099 Forms and 1096 Transmittal Form, Workers Compensation Premium Audits, Archiving Information Current Year, Prior Year and 2 Plus Years
Chapter 2.0400 - Platinum
Training Using The Five Tab Binder Approach, Setting Up Inventory Items, Preparing Purchase Orders, Receiving Merchandise, Adjusting Inventory Levels, Setting Up Open Purchase Orders Report, Setting Up Sales Tax Items, Marking Items Taxable, Running Sales Tax Reports, Adjusting Sales Tax, Paying Estimated Sales Tax Payments, Filing Quarterly Sales Tax Reports, 571L Form, 1099 Forms and 1099 Transmittal.
Level III - Planning Using Performance Reporting And Charts
- Introduction Level III Courses
- In our Level III courses we’ll introduce a monthly close of the books, commonly viewed reports, and discuss a few advanced reports.
- Additionally, these courses will cover estimating federal and state quarterly taxes, budgets, balance sheets, and analyzing data across all of the documents you’ve learned to make so far.
- We’ll also go over onboarding and training new staff, performance reviews, and properly documenting your tasks.
- Finally, we’ll cover insurance of different kinds, retirement, and long term planning of all kinds.
Chapter 3.0100 - Diamond
The 8 Tab Reporting Binder, Cushion Report, Open Invoices, Sales Reports, Balance Sheet, Income Statement, Employee Expense Reports, Budget Overview, Budget Versus Actuals Reports, Variance Analysis, Coding Stamps, Employee Expense Reports
Chapter 3.0200 - sapphire
Comparative Balance Sheet, Income Statements and Budget Reports, Break Even Analysis, Budget and Cash Flow Forecasting, Ratio Analysis, Reporting Packages for the Board of Directors, Developing Management Reports, Completing Year End Tasks, Working with CPA Firms to File Tax Returns, Starting New Year Tasks
Chapter 3.0300 - ruby
Annually Revniew Internal Systems and Processes to Keep Fresh and Relavent, Recruiting Staff, Creating Job Descriptions and Tasks Lists, Updating the Documenting of Tasks Annually, Employment Process, On-Boarding, Staff Training and Performance Reviews.
Chapter - 3.0400 Pearl
Retaining Quality Employees; Health Insurance, Life and Disability Insurance and Retirement Annuities Provide Security to Your Employees and Their Families.
Next Steps - Get a Job
Use what you have learned and go explore small business opportunities in your area.
As Needed – Post Graduation On-the Job Short 30 Minute Zoom Training Sessions Available.
Next Steps - Make More Money!
As you make more money put a percent aside for your future. For advice contact Financial Results Insurance Service ran by Money-Mike. www.fris4u.com Lic. oI1950
As Needed – Post Graduation On-the Job Short 30 Minute Zoom Training Sessions Available.
Next Steps - Save Some Money!
Develop a Long Term Plan. For advice contact Financial Results Insurance Service ran by Money-Mike. www.fris4u.com Lic. oI1950
My Financial Plan, Financial Planning Model, Time Value of Money, Health Insurance, Insurance Term vs Permanent, Disability Insurance, Retirement plans, Bonds, Stock & Real Estate, Risk Tolerance & Age, Short Term and Long Term Planning
UDOO! Store
UDOO! Store was developed for convenience of setting up and running an efficient small business office. You can purchase small business accounting software subscriptions at a discount off retail prices, computer, printers, bundled office supplies, office cabinets, office furniture all ready to plug and go. Getting your small business office quickly up to running smoothly and efficiently.