Use our guide to find good bookkeeping courses and certifications as well as other resource to help your journey to becoming a bookkeeper.
Get an introduction to the many jobs of a bookkeeper – from data entry to reporting and tax prep. Learn the why, what and how of all these key tasks.
Business skills.If you freelance as a bookkeeper, you’ll need to know how to market yourself to prospective clients, how to price your services, how to speak with clients and how to perform bookkeeping for your own business. Pro Tip:You can learn more about the skills necessary for book...
Why Become a Bookkeeper? Although she’d never been paid to do accounting or bookkeeping in the past, the business appealed to her. She knew she could learn the necessary skills and software, and thrive in a “behind-the-scenes” role. “Lots of small businesses are really good at their...
Another popular option is Xero, but there are plenty of bookkeeping apps to choose from. You can get certified in each of these programs, which can not only help you become a power user but can also help you market yourself as an expert. There can be complex problem solving and research...
In order to become a bookkeeper, you can choose either of these two routes: Pursuing a salaried position with a company Starting your own freelance bookkeeping business But, irrespective of whichever of the two routes that you choose, these are the steps you will have to follow to begin your...
Step 2: Choose your income statement report format By now, you’ll have noticed several different report format options for your QuickBooks income statement. Which one is the best one for you to use? The answer depends on why you are creating your income statement in the first place: ...
How to do a cash flow forecast To do a cash flow forecast, you estimate the size and timing of upcoming transactions and show what they do to your cash position. You can do this using a spreadsheet or software. Doing a cash flow forecast spreadsheet Choose a forecasting period and note ...
How to open a business checking account After you choose a financial institution and business checking account, it’s time to open your account. Although this process will vary by bank, you’ll likely encounter the following three steps: 1. Gather all of the necessary paperwork. Opening a ...
It’s important to choose the right payroll provider. Use this guide to find which payroll companies or services meet your most pressing business needs.