Bookkeeping Training – Course Outline & Description

Course Description

The Bookkeeping Training program at our Cloud & AI Institute is designed to provide a strong foundation in financial record-keeping, accounting principles, tax compliance, payroll management, and financial reporting. This course is ideal for individuals looking to start a career in bookkeeping, business owners managing their own finances, or professionals seeking to enhance their financial management skills.

With hands-on exercises, real-world case studies, and expert instruction, this training prepares participants for bookkeeping certification exams such as Certified Bookkeeper (CB) from AIPB or the National Association of Certified Public Bookkeepers (NACPB).

Course Outline

Module 1: Introduction to Bookkeeping & Accounting

• Basics of Bookkeeping & Accounting Principles
• Understanding Debits, Credits & Double-Entry Accounting
• Types of Accounts: Assets, Liabilities, Equity, Income & Expenses
• Accounting Methods: Cash vs. Accrual

Module 2: Recording Transactions & Managing Accounts

• General Ledger & Journal Entries
• Managing Accounts Payable & Accounts Receivable
• Bank Reconciliation & Handling Discrepancies
• Importance of Petty Cash & Cash Flow Management

Module 3: Financial Statements & Reporting

• Preparing Income Statements & Balance Sheets
• Generating Cash Flow Statements
• Financial Analysis for Decision-Making
• Budgeting & Forecasting for Businesses

Module 4: Payroll & Tax Compliance

• Basics of Payroll Processing & Tax Deductions
• Understanding Sales Tax, VAT & Income Tax Reporting
• Filing Tax Returns & Regulatory Compliance
• Payroll Software Overview (QuickBooks, Xero, FreshBooks)

Module 5: Bookkeeping Software & Automation

• Introduction to QuickBooks, Xero & FreshBooks
• Setting Up & Managing Books in Digital Platforms
• Automating Bookkeeping Processes & Cloud-Based Solutions
• Data Security & Fraud Prevention

Module 6: Bookkeeping for Small Businesses & Freelancers

• Managing Finances for Startups & Self-Employed Professionals
• Inventory Tracking & Expense Management
• Best Practices for Financial Record-Keeping
• Legal Considerations & Business Compliance

Module 7: Hands-on Projects & Certification Preparation

• Creating a Full Set of Books for a Sample Business
• Analyzing & Interpreting Financial Reports
• Troubleshooting Common Bookkeeping Errors
• Preparation for Certified Bookkeeper (CB) Certification Exam

Who Should Enroll?

✅ Small business owners & entrepreneurs managing finances
✅ Aspiring bookkeepers looking for a structured learning path
✅ Accountants & finance professionals seeking bookkeeping skills
✅ Students & beginners looking to start a bookkeeping career

Course Benefits

✔ Hands-on training with bookkeeping software
✔ Real-world financial management experience
✔ Certification preparation for CB, NACPB, or other bookkeeping exams
✔ Expert mentorship & industry networking

🚀 Join our Bookkeeping Training today and take control of financial management!