Program: Bookkeeping Specialist, A A.S. St. Philips College Acalog ACMS

They keep accurate records, ensuring that invoices are paid when necessary and clients do not overpay for services rendered or goods delivered. Bookkeeping is the recording of financial events that take place in a company. Any process of recording financial data is considered bookkeeping and is the first step of data entry into the accounting system. Standard methods of bookkeeping are the double-entry bookkeeping system and the single-entry bookkeeping system.

Basic accounting, the steps of the accounting cycle, industry standard accounting system software, spreadsheet development, and payroll accounting. An Accounting Specialist needs to be an expert in accounting and finance to ensure their organization always complies with accounting standards. They also need to have good communication skills to work with various leaders in the organization to ensure accounts are updated. This includes ensuring that taxes are paid on time, evaluating their operations to recommend best practices, and strategizing solutions, so everything runs smoothly. An Accounting Specialist’s responsibilities include keeping accurate records of all incoming and outgoing payments, handling payroll tasks as required and assisting with preparing tax documents as needed. Xero Advisor certification shows you how to use all of the core features of the software, from setup to bank reconciliation and reporting.

Step 4: Choose Your Bookkeeper Certification Program

San Antonio College has been named the top community college in the nation by the Aspen Institute, and is ranked among the Top 10 colleges for Hispanics by Hispanic Outlook Magazine. Palo Alto College is committed to building a college-going culture in our community through a new community effort, Educate South. This exciting new initiative focuses on beginning educational awareness at the earliest years. Accounting Specialists typically work in a small group of other Accountants to complete various tasks. They are usually supervised by a Senior Accountant who ensures all projects are completed on time. A. Though some employers may require certification, it is not generally required to work as an entry-level Bookkeeper.

You can also network, with exclusive access to Zoho’s partner portal and events that are conducted worldwide. If you have more work experience than you do education as a bookkeeper or accountant, then you should apply for your license through the work experience path. This means that you must have at least two years of experience working as a bookkeeper or accountant. Training is also available through NACPB, which includes free bookkeeper webinars, courses, and videos. Other free resources include bookkeeper news and updates, a dictionary of terms, and a bookkeeper support video knowledge base. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.

Bookkeeping Specialist Job Description

Two popular options are certifications and/or licenses available through the American Institute of Professional Bookkeepers and the National Association of Certified Public Bookkeepers. Other options include online and traditional college courses and accounting software certification programs. You can also become certified through local or online college courses or specialize in particular accounting software. We have evaluated each of these programs to help you determine the best one for you.

As a financial professional, your credibility is key and a major factor in attracting or retaining clients. The primary purpose of becoming a certified bookkeeper is to enhance your credibility. Before selecting a certification program, you need to decide exactly what type of credibility you’re seeking. Do you want to be more credible across bookkeeping in general, or just for a particular software program, like QuickBooks or Xero? Below we’ve included a few details on the certification programs available for three of the top accounting software programs. A certified bookkeeper is someone who has demonstrated that they have the knowledge, skills, and work experience to perform the duties required of a bookkeeper.

To complete the course and become certified, you must attend both the live consecutive sessions and complete the two assessments. The total cost of the program is $589 if the tuition is paid in full upfront. You can also opt for automatic monthly payments of $639 total or mail-in payments of $689. The program can be completed at your own pace, and you can email or call your instructor with any questions. This website is using a security service to protect itself from online attacks.

There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.

Serving the Bexar County community through its programs and services that help students succeed in acquiring the knowledge and skills needed in today’s world. Today, five colleges fulfill this promise with a vast array of courses and 2-year degrees. Serving the Bexar County community through its programs and services that help students succeed in acquiring the knowledge and skills needed in today’s world. Becoming certified in accounting software, such as QuickBooks, Xero, or Zoho Books, is a wise decision, especially when the majority of your clients use that particular software.

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If you already have the bookkeeping knowledge you need, you might choose to grow your business around a particular accounting application by becoming certified in that software. By getting certified, you’ll have a better understanding of the software so that you can support your small business clients. You’ll also have added credibility and increased visibility from being listed in advisor directories so that potential clients can find you easily.

Although you won’t earn a more general how to calculate stockholders equity certification, you’ll receive access to free resources such as software, tech support, and a free listing in member directories. QuickBooks ProAdvisors will also be able to use a certification badge on all marketing materials. There are many benefits that come with this program, such as a ProAdvisor certification badge that you can include on marketing materials like your business cards and website. In addition, you’ll be listed on the Find-a-ProAdvisor website so that small businesses that need to hire a QuickBooks Pro can find you. If you’re interested in learning more, read our article about how to become a QuickBooks ProAdvisor. The four-course Bookkeeping Specialization program is offered by UCLA Extension.

• Although you won’t earn a more general bookkeeping certification, you’ll receive access to free resources such as software, tech support, and a free listing in member directories.
• To become a certified Zoho Pro, you just have to complete a one-hour webinar.
• She has owned Check Yourself, a bookkeeping and payroll service that specializes in small business, for over twenty years.
• Other options include online and traditional college courses and accounting software certification programs.
• You can also opt for automatic monthly payments of $639 total or mail-in payments of $689.

It’s designed for experienced bookkeepers as well as office managers or those who are looking to make the transition to a career in bookkeeping or accounting. While this course is offered by UCLA, which is located in Westwood, California, classes are offered both online and in-person. It’s important to first assess your current level of education when deciding how to become a certified bookkeeper. Two goals of your education should be to learn the skills to become a competent bookkeeper and meet the education requirements of the certification program.

Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. Administrative — Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology. Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. Monitoring Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Structured Query Language is a programming language used to interact with a database….

Your tuition includes access to instructors, learning materials and career support. Being consistent, accurate, and minimizing errors are key characteristics that employers are seeking for this position. It is indispensable to have a knowledge of accounting and to understand how to use accounting software systems. As long as you maintain a GPA of 2.5 or higher in each course, you’ll receive a certificate upon completion of all courses in the program. She has owned a bookkeeping and payroll service that specializes in small business, for over twenty years. Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.

• Standard methods of bookkeeping are the double-entry bookkeeping system and the single-entry bookkeeping system.
• The right certification for you’ll depend on your level of education and experience, your need for credibility, time and financial resources, and the type of accounting software you wish to specialize in.
• Do you want to be more credible across bookkeeping in general, or just for a particular software program, like QuickBooks or Xero?

She has owned Check Yourself, a bookkeeping and payroll service that specializes in small business, for over twenty years. She holds a Bachelor’s degree from UCLA and has served on the Board of the National Association of Women Business Owners. She also regularly writes about travel, food, and books for various lifestyle publications.

You can include this in your email signatures, on business cards, social media sites, and all of your marketing materials to promote your achievement. Once you have successfully met all certification requirements, you’ll receive a certificate of completion, and you also can put the letters “CB,” which stands for certified bookkeeper, after your name. You can then use this in your email signature, on your business cards, social media sites, and other marketing materials. This will let potential clients know that you’re qualified, which will generate new leads and allow you to negotiate higher billing rates.

You must earn a grade of 75% for parts 1 and 2 and 70% for parts 3 and 4 to achieve certification. Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job. Communicating with People Outside the Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

For more information, read our article about how to become certified as a QuickBooks ProAdvisor. There are several additional bookkeeper courses and certification programs that will provide certification. One benefit to this type of study is that you’ll have access to instructors while you learn.