Courses

Preparing for the interviewing, exploring opportunities and achieving a good start using UDOO’s proven “QuickStart” approach

How small businesses are different, millions of jobs available. overview of the Six-Step-Approach; A&AME customer tools, office organization and improving workflow, bookkeeping and accounting “QuickStart” 5-Tab binder approach: tasks, deadlines and reminders, outlined procedures, monthly balance sheet review and 30, 60 and 90 day performance review. 

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On The Job Support (Available)

Confidence Builder + Ongoing Support Plan. 

We have created a program for individual’s wishing additional on-the-job support.

We offer 15, 30, 45 and 60 minute post training job support Zoom sessions by request. Contact Udoo@att.net for information and to request a support session.     

Performing on the job using UDOO’s bookkeeping and accounting “QuickStart” 5- Tab binder approach (to ensure fast start): tasks, deadlines and reminders, outlined procedures, monthly balance sheet review and 30, 60 & 90 day performance review.

QuickStart Accounting Practices

Udoo’s – What, When, Where, How and Why. The basics of implementing the “BOOM” Back Office Organized Model.
Udoo’s – Time table for implementing The “BOOM” Model
Udoo’s – Systems Operating Status Check Off List
Udoo’s – Using The Daily Tasks List to prioritize and plan workflow
Udoo’s – The Six Main Objectives Met by Every Successful Bookkeeper
Udoo’s – Basic Bookkeeping Review and Mastering Debits and Credits
Udoo’s – Office Organization and Filing Systems
Udoo’s – Accounts Receivable Management System (ARMS)
Udoo’s – Collections Approach 30, 60 and 90 Day Slow-Pay Handling (CASH)
Udoo’s – Accounts Payable Management System (A/P in the Pipe)
Udoo’s – Suggested Process For Printing and Assembling Checks For Signing
Udoo’s – Handling Vendor Inquires Process
Udoo’s – Completing Bank Account Reconciliation Process
Udoo’s – Posting Outside Payroll (POP)
Udoo’s – Using the Monthly Balance Sheet Accounts Review Check Off List
Udoo’s – Year End Process (YEP) and Working With CPA Firms
Udoo’s – Information Storage and Review System

Completing Bookkeeping Tasks Practice

Full Charge Bookkeeping Training: bank reconciliations; accounts receivable (A/R); accounts payable (A/P), out-side payroll and running reports. advanced bookkeeping braining: job costing, time, assigning costs;  internal payroll;  inventory; purchase orders; receiving merchandise and sales tax.

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On The Job Support (Available)

Confidence Builder + Ongoing Support Plan. 

We have created a program for individual’s wishing additional on-the-job support.

We offer 15, 30, 45 and 60 minute post training job support Zoom sessions by request. Contact Udoo@att.net for information and to request a support session.     

Planning using basic to advanced reports. Standard Reports, Balance Sheet, Profit and Loss, Profit and Loss by Month, Sales Reports, Accounts Receivable and Open Invoices, Account Payable and Unpaid Bills and Payroll Summary 

Planning using data analysis and advanced comparative reports.  Profit and Loss Month and Year-to-Date compared to last year. Budget vs Actual Month and Year-to-Date compared to last year, Statement of Cash Flows, Breakeven Analysis, Key Performance Indicators and Ratio Analysis.

Planning projects and using job cost reports. Estimates, Progress Billing, Real Time Profitability Dashboards, Real Time Job Profitability, Job Cost to Complete, Estimates vs Actual Reports.

Financial Products and How to Use Them to Attract and Retain Quality Employees.

Basic Benefits: Group Medical Insurance, Life Insurance, Disability Insurance, Tax Deferred Annuities, Executive Bonus, Key Employee Life Insurance, Split Dollar.

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On The Job Support (Available)

Confidence Builder + Ongoing Support Plan. 

We have created a program for individual’s wishing additional on-the-job support.

We offer 15, 30, 45 and 60 minute post training job support Zoom sessions by request. Contact Udoo@att.net for information and to request a support session.     ———————————————————————————————-

Agent / Advisor (Available)
Financial Results Insurance Services.
Michael Andrews, Life and Accident Agent, Lic #0I19501

Contact Udoo@att.net for information and to request to be contacted by Michael Andrews.