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Account Modules

Training Assessment of Skills and Knowledge (TASK)

Learning Management System

Table of Contents

Accounting Modules

I. Accounting 000 – Welcome to your Learning Management System

  1. LMS Overview

II. Accounting 001 – Introduction to Bookkeeping

  1. Double-Entry Record Keeping
  2. General Ledger Overview
  3. Balance Sheet, Income Statement and Cash Flow defined
  4. Journal Entries
  5. Cash versus Accrual basis of accounting
  6. Payroll Check Basics
  7. Payroll tax returns and forms
  8. Sales Tax Overview
  9. Assessment

III. Accounting 002 – Overview

  1. Staff Accountant Role Defined
  2. Financial Statement Overview
  3. Accounting Terminology
  4. Entity Types
  5. Worker Classifications
  6. Accounting and Payroll Form Overview
  7. Assessment

IV. Accounting 101 (Accounting CS)

  1. Accounting Introduction and Timelines
  2. Chart of Accounts and Adjusting Journal Entries
  3. Training Instructions Overview
  4. Assessment
  5. Accounting CS (ACS) Set up new client
    1. Business client interview form with client data
    2. Vendor set up
    3. Adding new employee in ACS
    4. Basic transaction entry
    5. Recurring templates
    6. After the fact payroll entry
  6. Fixed Assets CS Set up
    1. Fixed Asset walk through
    2. Bonus depreciation–election
  7. Florida Sales Tax Form Preparation
  8. EFTPS Payment Processing
  9. File Cabinet CS set up
    1. Embed documents
  10. How to prepare and review monthly financial statements
    1. Review process before submitting to your manager
  11. Practice Set 1–January 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Assessment
  12. Practice Set 2–February 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Assessment
  13. Practice Set 3–March 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Assessment

V. Accounting 201 (Accounting CS)

  1. Prepare 1st quarter Payroll tax reports and forms
    1. Assessment
  2. Practice Set 4 – April 20XX (Financed Asset Acquisitions)
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Vehicle Depreciation Method Decision Tree
    3. TValue 5 – Amortization Schedule program overview
    4. Assessment
  3. Practice Set 5 – May 20XX (Department or Location Addition)
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Adding Departments in ACS
    3. Merging Accounts after adding departments
    4. Report Profile Maintenance
    5. Assessment
  4. Practice Set 6 – June 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Assessment
    3. Prepare 2nd quarter payroll reports and forms
    4. Assessment

VI. Accounting 301 (Accounting CS)

  1. Practice Set 7 – July 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Assessment
  2. Practice Set 8 – August 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Asset disposals
    3. Loan payoff
    4. Assessment
  3. Practice Set 9 – September 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Assessment
  4. Prepare 3rd quarter payroll reports and forms
    1. Assessment

VII. Accounting 401 (Accounting CS)

  1. Practice Set 10 – October 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Assessment
  2. Practice Set 11 – November 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Assessment
  3. Practice Set 12 – December 20XX
    1. Code, record and reconcile monthly financial statements, bank statements, sales tax return and fixed asset ledger
    2. Year End Closing Entries and processing to close financials
    3. Personal Use of Company Car Calculation and Payroll Add Back
    4. Record and calculate 2% or greater S Corp Shareholder Healthy Insurance Add Back to Wages
    5. Prepare 1099NEC/1099MISC/1099INT
    6. Prepare W2/W3
    7. Assessment

VIII. Accounting 501

  1. Tips for Success

IX. Accounting 701 Quickbooks Online

  1. Introduction and Accessing Test File
  2. Understanding Transactions
    1. Transaction Types
    2. Invoices
    3. Accounts Receivable Basics
    4. Credits
    5. Receipts and Deposits
  3. Job Costing
    1. Projects
    2. Billable Expense
  4. Inventory and Reporting
    1. Inventory
    2. Report Customization
    3. Tags, Classes and Locations
  5. Reconciliation and Bank
  6. Sales Tax
  7. Advanced Tools and Search Options

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