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. 

Performing on the job using UDOO’s bookkeeping and accounting “QuickStart” 5- Tab binder approach: 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.

Planning using 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 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.

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