Levels I, II & III

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

Small Business 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 job cost reports: Estimates, Progress Billing, Real Time Profitability Dashboards, Job Costs to Complete, Estimates vs Actual Reports.

Planning using comparative reports:  Profit and Loss Month and Year-to-Date compared to last year. Balance Sheet by Month, Profit and Loss by Month, Profit and Loss by Business Segments,

Planning using Breakeven analysis and Performance Reports. Budget vs Actual Profit and Loss and Projections the remainder of the Year to meet budget forecasts.