Bookkeeping and Accounting Skills for Business and Career Success

This introductory course provides a foundational understanding of bookkeeping and accounting, focusing on the complete accounting cycle. You will learn how to analyze and record financial transactions using debits, credits, and T accounts. Key topics include posting transactions to the journal and ledger, preparing trial balances, making necessary adjustments, and generating financial statements. By the end of the course, you will have a working knowledge of essential accounting principles and be able to accurately track financial activities for a business. Instructor-led virtual or in-person classes are available. Please refer to the schedule for more details.

Course Requirements:

1. Basic computer and Windows knowledge is required.

2. Flash drive.

3. Textbook: Please visit: https://shorturl.at/KV1x0 to order textbook.

4. Students must activate their My Northshore account prior to the first class.

QuickBooks for Small Business Success and Career Advancement

This introductory course provides hands-on experience with the latest version of QuickBooks, focusing on essential skills for managing small business finances. Topics include setting up and managing a chart of accounts, creating and maintaining vendor, item, and customer lists, recording cash sales, invoicing, managing payments and deposits, performing bank reconciliations, and processing bill payments. You will also learn to generate reports and create graphs to visualize financial data. This course is ideal for those aiming to build foundational QuickBooks skills for professional or personal bookkeeping needs. Course Requirements: 1. Basic computer and Windows knowledge is required. 2. Flash drive. 3. Textbook: Please visit https://www.lablearning.com/QBO-Comp-2024-2025-Print.html to order textbook. 4. Students must activate their My Northshore account prior to the first class.

Excel for Beginners

A basic, useable knowledge of Excel, including designing, creating and editing a spreadsheet to analyze and display data used to make business and/or personal decisions. Methods will include creating formulas, functions and charts to analyze and present information. Use relative and absolute cell references to speed up your work.

Must have some experience with Windows and keyboard. Flash drive required: Students must activate their My Northshore account prior to first class.

Taxes for Bookkeepers & Tax Preparers:

An Introduction Looking to promote yourself within the CPA firm you work for or to sharpen your tax knowledge? CPA Kevin McAlarney will guide you through the most common individual tax forms along with reporting of taxable and tax free income, self-employed income, rental income, social security income, interest and dividend income, how to report capital gains and losses, itemized deductions, employee business expenses, deducting your vehicle for work, charitable donations, deducting IRA's, Roth IRA basic rules, filing status, claiming children, college tax credits, and how to compute depreciation deductions. Prerequisite: Bookkeeping and Accounting.

Excel Intermediate

Learn the techniques for handling large spreadsheets. Use the Solver Add-In analysis tool, the conditional IF function, cell references linking formulas between worksheets, cell and range naming and using named ranges in functions, formatting and customizing charts, the VLOOKUP function and creating a basic macro to automate a regularly used process. Flash drive required: Students must activate their My Northshore account prior to first class.

Audit Paper Trail: Best Practices for Financial Documentation

This course provides a comprehensive guide to establishing and maintaining a solid audit paper trail. You will learn essential documentation techniques to support financial records, including income, expenses, and asset management. The course covers key topics such as understanding audit triggers, which explains who gets audited and why, and income documentation, which details the types and best practices for accurate reporting. You will also learn about record retention, including how long to keep financial records and documents, as well as efficient filing systems to help organize documents for quick access and compliance. Additionally, the course covers expense management, focusing on how to properly document business and office expenses, including those related to sub-contractors and fixed assets. It will also explore best practices for tracking income and expenses related to rental properties. The course will teach you how to develop internal procedures for a robust audit trail to ensure accuracy and accountability. By the end of this course, participants will have the skills to create and maintain a reliable audit trail, ensuring compliance and reducing audit risk. Course Requirement: Students must activate their My Northshore account prior to the first class.