Topics by Course
Our Methodology: Video, Concept, Practice, Test and Recap Video
Course - Nickel
Level I - Preparing For the Job and How to Work There
Course - Aluminum
- 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.”
Course - Nikel
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 Handel 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, Terminating The Job Letter Template.
Course - Nickel
A&AM Custom Tools, Maintain Emotional Control of the Employer Relationship, The Time Sheet, The Task List (List What Needs To Get Done Morning to Afternoon, Dail , Weekly, Monthly, Quarterly, Annually), Deadlines and Reminders List, QuickStart Accounting Procedures Document, Monthly Balance Sheet Review Checklist, Performance Review 30, 60 & 90 Days, 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, Office Organization Templetes, File Folder Label Template.
Course - Tin
Mastering Getting Started On a New Job, Using A&AME Custom Tools, Leading With The Task List, Leasing with the Deadlines and Reminders List, Using The Homeymoon Period Wisely, Make Yourself Reachable by Email and by Cell Phone, Getting Started Calander, Opening and Closing Routine, Returning From Lunch Routine, First Day, Weeek, Second Week and Month, Achieving Goodwill with Hours Worked, Blending In, Inventorying Approach, First Week, Second Week, If Running Late, Making 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, 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.
Course - 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 Applicates, Completing Background Checks, Completing Application Paperwork, “At Will Employment”, Employee Handbook, On-Boarding Process, Candidates Usually Do Not Improve From Poor First Impressions, Thank Staff For Effort and Loyalty to Company, Set Office Schedule of Operating Hours, Establish Regular Work Hours, Create Positive Work Environment, Office Organization, Opening Office Routine, Closing Office Routine, Distribution of Mail, Centralized Mail Box, Arrival and Departure Board, Answering the Phone, Ordering Supplies, Celebrate Birthdays and Anniversaries, Have Company Holiday Party.
Level II - Performing the Job and Completing Tasks
- Introduction Level II Courses
- In our Level II introduction courses we’ll introduce our Five Tab Binder Approach
- We’ll discuss and review office organization.
- We’ll discuss using the Daily Task list to prioritize workflow of bookkeeping and administrative tasks
- Begin Full Chage Bookkeeper Training
Course - Bronze
QuickStart Accounting Practices Revised, Organized Office Model, 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, 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.
Course - Silver
Training Using The Five Tab Binder Approach, Setting Up Customers, Setting Up Items, Creating Invoices, Entering Check 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.
Course - Gold
Training Using The Five Tab Biner Approach, Setting Up Items, Preference Settings, Creating Estimates, Progress Invoicing, Assigning Expenses to Jobs, Invoicing for Reimbursable Expenses, Comparing Estimates to Actuals, Ener Time Sheets, Running Time Reports, Invoicing Time, Setting Up Payroll Items, Setting Up Employees, Creating Payroll Checks, Printing Payroll Reports, Adjusting Payroll Taxes, Paying Payroll Taxes, Preparing Payroll Tax Deposit Coupons, Handling Returned Checks, Making Journal Entries, Archiving Information Current Year, Prior Year and 2 Plus Years
Course - Plantinm
Training Using The Five Tab Binder Approach,
Setting Up Inventory Items, Preparing Purchase Orders, Receving Merchandise, Adjusting Inventory Levels, Setting U Open Purchase Orders Reports, Setting Up Sales Tax Items, Marking Items Taxable, Running Sales Tax Reports, Adjusting Sales Tax, Filing Quarterly Sales Tax Reports, W-4 Forms, I-9 Forms, W-9 Forms, Federal 941 Forms, State DE9 and DE9C Forms, Federal Payroll Tax Deposit, Edd State Payroll Tax Deposit, Workers Compensation Premium Calculation Worksheet, Estimated Sales Tax Payments, 571L Form, 1099 Forms and 1099 Transmittal.
Level III - Planning Using Performance Reporting
- Introduction Level III Courses
- In our Level III introduce courses we’ll introduce a monthly close of the books
- We’ll discuss commonly viewed reports and discuss a few advanced reports.
Course - Diamond
The 8 Tab Reporting Binder, Cushion Report, Open Invoices, Sales Reports, Balance Sheet, Income Statement, Coding Stamp, Employee Expense Reports, Estimated Federal and State Quarterly Taxes, Budget Overview, Verses Actuals Report, High Level Variance Analysis
Course - 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, Staring New Year Tasks
Course - ruby
Internal Systems and Processes Review and Documentation for Long Term Health of a Company, Recruiting Staff, Creating Job Descriptions and Tasks Lists, Updating the Documenting of Tasks Annually, Employment Process, On-Boarding, Staff Training and Performance Reviews.
Course - Employee Benefits
Retaining Quality Employees; Health Insurance, Life and Disability Insurance and Retirement Annuities Provide Security to Your Employees and Their Families.
Learn by Doing
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Step-by-Step
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No Prerequisites
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