Certified Administrative Assistant & Professional Bookkeeper
The Certified Administrative Assistant & Professional Bookkeeper is responsible for performing a variety of administrative, bookkeeping, and financial tasks in support of an organization’s operations. The position requires strong organizational and communication skills, as well as the ability to work both independently and collaboratively.
Duties and Responsibilities:
• Setting up and maintaining financial records, including accounts payable/receivable, payroll, and financial statements
• Ensure accuracy of data entry and accuracy of accounts
• Prepare and present financial reports, including budgets, projections, and other reports as required
• Reconcile accounts and maintain accurate financial records
• Handle customer inquiries and accounts
• Create and implement procedures to ensure accuracy and integrity of financial data
• Monitor and follow-up on accounts receivable/payable
• Research, analyze, and resolve financial discrepancies
• Maintain and update records of assets and liabilities
• Develop and maintain financial policies and procedures
• Prepare documents for audits and other financial reporting
• Work with other departments to ensure accuracy of financial information
• Assist with other administrative tasks as needed
Is This the Right Career for You?
If you are looking to pursue a career as a Certified Administrative Assistant & Professional Bookkeeper, the best way to get started is by completing an accredited certificate program or degree program in business, accounting, or a related field. You should also seek out internships, volunteer opportunities, and other work-related experiences that will help you gain the necessary skills and knowledge for the job. Once you have completed your education, you should look for jobs in the field and take the necessary steps to become certified. Additionally, you should keep up with the latest trends in the industry and stay up-to-date on the most current technology and practices. With the right combination of education, experience, and certification, you can be well on your way to a successful career as a Certified Administrative Assistant & Professional Bookkeeper.
1. Start today
Begin your transformation and learning journey right away.
2. Learn your way
Achieve your training at your own pace, according to your own schedule.
3. Get hired today
Complete industry-recognized certification and develop your employment strategy to begin your dream job.
6 Reasons to Complete Your Certified Administrative Assistant & Professional Bookkeeper Training With Us
Flexibility
With our programs, you can learn and study at your own pace with access 24/7/365 for the duration of your program. This means you can learn on your own terms and work around your own schedule.
Support
Our online training comes with access to real, live support personnel that will help you through every step from our admissions adviser who will assist you with selecting the right training for you, to our student adviser who will be there with you during your entire training journey.
Relevancy
We have tailored our programs to provide comprehensive training in the technical and soft skills employers are looking for. With direct input and feedback from industry leaders and hiring managers, our program aligns with exactly what you need to successfully enter the workforce.
Certification
Our career training not only gives you the knowledge you need but preparation for the certification exams relevant to your desired career path. If you are pursuing an exciting new career in a field with a national certification, our program will both prepare you to sit for the exam but will often include a voucher for the exam cost.
Simulations and Case Studies
Our training programs have been developed with real learners and professionals in mind, so our programs incorporate real-world case studies and virtual simulations that will provide examples and interactions with real-life situations you may encounter during your career. These allow you to learn by experience with circumstances similar to what will be your daily responsibilities on the job.
Engaging and Interactive
Our training curriculum was developed with you in mind, looking at modern day learners and their needs. Our curriculum contains a mix of formats including reading, listening, watching, and interacting that will immerse you into a fun and engaging learning experience you will not only enjoy but not want to end.
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Program Description
This multimedia-rich program is for those of you who have been looking for bookkeeping certificate programs online. This program is ideal for people with no prior experience as an administrative assistant and want to make a successful career for themselves in the world of business. However, those of you who are already working in this field can use this program to further your knowledge and skills to potentially move to the next step in your career path.
Through this user-friendly program, you’ll learn about:
1. Administrative Assistants: these professionals ensure that all professional office functions operate well. Thus, you’ll learn how to apply your skills of organization, communication, office technology, and planning to handle that position effectively.
2. Professional Bookkeeping: you’ll learn how to document and maintain transactions and financial records.
3. QuickBooks Pro: you’ll learn how to use this invaluable resource to make your bookkeeping job easier and more accurate. Thus, you’ll learn how to produce data for company expenses,purchases, taxes, or payroll.
This program will help you to preparefor two certifications. These include:
1. The Administrative Assistant Certification (CAA) Exam by NCCB
2. The Bookkeeper Certification Exam by NACPB
With this program, you can significantly improve your employment opportunities and become a professional that companies will want on their teams.
Administrative assistants often find themselves wearing many hats and juggling several tasks. They're often tasked with keeping track of budgets and ensuring all departments adhere to the funds they've been allocated. At times, they're enlisted as project managers in roles that require advanced organization and planning skills. This program is ideal for individuals with no previous administrative assistant experience as well as individuals working in the field who wish to further their knowledge, skills, and potentially advance their career. Set yourself up for success and reach your career goals in the rewarding world of business.
• Identify general office procedures
• Recognize types of office equipment and computer programs used in business
• Recall how to use all the features of Microsoft Office
• Define the various business documents used on a daily basis
• Identify the basic requirements for bookkeeping and accounting in the office
• Identify the daily tasks and procedures involved with bookkeeping
• Define inventory systems and the steps needed to issue financial statements
• Recall the methods for managing credits and collections
• List the steps involved in accounts payable and recordkeeping
• Identify the basics of payroll management
• Identify the basics for getting started with QuickBooks
• Define the steps for setting up bookkeeping and invoicing functions
• Recognize ways to track expenses, monitor accounts receivables, credit cards and payroll
• Recall the various components of managing a business, such as budgeting and reporting
• List steps for integrating and customizing features in QuickBooks
Certified Administrative Assistant & Professional Bookkeeper FAQs
To request more information, you can contact us via online chat, our website contact form, or toll free at 1-855-201-6910.
Online courses are accessible 24/7/365 and self-paced, allowing you to progress at your own pace on your own schedule. They can be taken from anywhere in the world from the comfort of your own home. Classroom courses have a set schedule of the days and times the courses will be held, and you must attend during those specific times.
Find out if online learning is right for you by contacting our team of registration advisers. Our team is available to answer any of your questions about taking an online course before you commit to enrolling. We will walk you through what to expect to ensure you are making the right decision. You can contact a registration adviser today via online chat, our website contact form, or toll free at 1-855-201-6910.
No, you are not required to have a diploma or higher education degree to enroll in an online course. However, some occupations may require minimum educational thresholds for employment or certification. For more information on your desired career requirements, please contact us via online chat, our website contact form, or toll free at 1-855-201-6910.
To take an online course, you will need to have access to an internet connection and an internet ready device such as a laptop, PC, or tablet. For course specific requirements, please visit the course page or contact a registration adviser today.
Our courses are developed with multiple formats including text, audio, video, and interactivity. Our courses also include multiple resources and tools which can include flashcards, games, activities, and more.
No, you can take the online courses from anywhere in the world.
We participate in several financial assistance options including third party funding, both military and non-military. To request more information on the financial assistance options available and check your eligibility, contact us via online chat, our website contact form, or toll free at 1-855-201-6910.
Duration is the amount of time you will receive access to your course. Durations vary by course and range between 1 month and 12 months. If you complete your course before your duration ends you will continue to have access to your course until the duration period ends.
Many of our career training programs include certification vouchers. This means that at the successful completion of your course, at no additional charge, you will receive an exam voucher for the corresponding industry certification. This voucher will allow you to register and sit for the appropriate certification exam to obtain your industry credential.
Our online courses are open enrollment, so you can start immediately. If you are using any third-party funding to cover your course tuition, your start date may be a future date determined by your funding program.
Once enrolled, you will be assigned a client adviser who will provide you with customer and technical support. Your client adviser will supply you with your course access information, any needed materials, and be available to answer any questions you have during your training experience. They will regularly check-in with you to monitor your progress and assist you with staying on track. You will also be assigned to a course mentor who will provide curriculum support throughout your training. Your mentor is available to answer any questions you have on your course curriculum, will monitor your progress and understanding of the curriculum, and may give assignments or quizzes.
If you experience any trouble accessing your course including technical issues or lost login credentials, please contact your client adviser at helpdesk@worldeducation.net.
Our goal for students is to successfully complete their training course and achieve their career goals. We understand that extenuating circumstances can interfere with your ability to complete your course in the duration given. Because of this we have free or low-cost extensions available for our courses upon request. To discuss or request an extension please contact your client adviser at helpdesk@worldeducation.net.
Upon successful completion of your course and fulfillment of any outstanding financial obligations, you will receive your certificate of completion. Certificates are provided to you within 30 days of completion. Your certificate will validate the training course you completed with a stamp of completion.
Students that successfully complete our career training programs are assigned a career development adviser who will coordinate placement at a local externship or hands on opportunity. These opportunities are optional and may vary based on availability and occupation. Your career development adviser will also provide job search services such as: resume building, mock interviews, job opportunity resources, and more. Our professional enrichment courses do not come with a career adviser or career services.
Module 1: Typing Practice & Improvement
• Pre-Test Your Typing Ability
• Finger Positioning Exercises
• Typing Practice Games
• Typing Progress Tracking
• Improve Your Typing Skills
• Increase Your Typing Speed
Module 2: General Office Procedures
• The New Administrative Assistant
• The Daily Routine
• Telephone Usage & Etiquette Tips
• Mail Services and Shipping
• Travel Arrangements
• Transportation Reservations
• Dealing with Meetings
• Meeting Agendas and Minutes
• Time Management
• Creating Action Plans
• Keeping Accurate Records
• Filing Systems and File Cabinets
Module 3: Office Equipment and Computers
• Understanding Office Equipment
• Using Microsoft Windows
• Using Apple Macintosh
• Navigating with Mac OS X
• Email Accounts & Programs
• Organizing Your Email
• Using the Internet
• Computer Networking
• Web Conferencing
• Data Security
• Troubleshooting Computer Problems
• Office Ergonomics
Module 4: Using Microsoft Office
• Common Microsoft Office 2010 Features
• Using Microsoft Word
• Using Microsoft PowerPoint
• Using Microsoft Excel
• Using Microsoft Publisher
• Using Microsoft One Note
• Using Microsoft Outlook
• Using Microsoft Web Applications
Module 5: Business Documents
• Creating a Great Business Letter
• Appearance and Paragraphing
• Interoffice Memorandums and E-Mails
• Reports and Report Templates
• Press Releases
• Editing and Proofreading
• Forms of Address
• Legal Documents and Terms
• Grammalogues
• Notary Public Forms
• Agreements and Contracts
• Legal and Real Estate Terms
Module 6: Language Usage
• Grammar
• Using Adjectives and Adverbs
• Language Usage and Style
• Subject-Verb Agreement
• Avoiding Redundancies
• Phrases and Words to Omit
• Common English Usage Problems
• Spelling and Spell Check
• American English vs. British English
• Punctuation: Using a Period or Comma
• Writing Numerals
• Roman Numerals
Module 7: Financial Activities
• Bookkeeping and Accounting
• Business Taxes
• The Company’s Bank
• Business and Financial Information for Small Businesses
• U.S. Weights and Measures
• International Weights and Measures (Metric)
• Business Math
• Career Advancement
• Growing as the Company Grows
• Presentation Skills
• Communication Skills
• Office Management and Supervision
Professional Bookkeeping
Module 1: The Basics of Bookkeeping
• The Bookkeeper Position
• Difference Between Accounting and Bookkeeping
• Financial Accounting Basics
• The Accounting Cycle
• Accrual Basis of Accounting
• Chart of Accounts
• The Ledger Concept
• Trial Balance
• Closing the Books
• Journal Entries
Module 2: Financial Statements
• Income Statement Overview
• Balance Sheets
• Cash Flows
• Interpretation of Financial Statements
• Accounts Payable and Receivable
• Profit Ratios
• Bookkeeping Controls
• Sales and Collection
• Invoices
• Cash Processing
Module 3: Payables Processing, Inventory and Assets
• Payables System
• Expense Report Processing
• Petty Cash System
• Inventory Accounting
• Inventory Cost Layering Overview
• Fixed Assets and Depreciation
• Fixed Asset Classifications
• Debt Accounting
Module 4: Payroll
• Payroll Cycle
• Employee Time Tracking
• Gross Pay Calculations
• Benefits and Deductions
• Accounting for Payroll Transactions
• Payroll Taxes
• Workers’ Compensation Insurance
• Income Tax Filings
• Small Business Tax Reduction Strategies
Module 5: Credit and Collections
• Credit and Collection Management
• Credit Procedures
• Sales Orders
• Credit Examination Procedures
• Credit Controls
• Collection Procedure
• Collection Controls
• Credit Policy
Module 6: Credit Application
• Adjustments to a Credit Application
• Customer Credit Ratings
• Third Party Credit Ratings
• Ongoing Credit Monitoring
• Credit Documentation
• Financial Statements
• Ratios
• Liquidity Index
• Credit Risk Reduction
• Credit Insurance
Module 7: Customer Billings and Collection Tactics
• Billing Processing
• Efficient and Effective Billing
• Statement of Accounts
• Payment Handling
• Check Receipt
• Tactics: Calls, Letters and Holds
• Credit Repayments
• Payment Deductions
• Product Returns Management
• Skip Tracing
Module 8: Collections, Litigation and Laws
• Management of a Collection Agency
• Litigation and Bankruptcy Tactics
• Chapter 11 Bankruptcy
• Allowance for Doubtful Accounts
• Credit and Collection Technology
• Document Imaging
• Product and Service Improvements
• Credit and Collection Measurements
• Credit and Collection Laws
Module 9: Overview of Payables
• Transaction Cycles
• Invoice Processing
• Processing Procedures
• Types of Payments
• Checks, Drafts, Transfers
• Expense Reimbursement
• Procurement Cards
• Sales and Use Tax Overview
• Tax Audits
Module 10: Accounting for Payables
• Finance Issues
• Payment Timing
• Applicable Accounts to Charge
• Closing Payables
• Expense Reports
• Department Management
• Payables Manager Responsibilities
• Payables Controls
• Payables Policies
Module 11: Payables Record Keeping
• Payables Fraud
• Personal Purchases
• Payables Technology
• Automated W-9 Forms
• Vendor Master File
• Payables Filing System
• Government Reporting
• Unclaimed Property
• Cost Recovery
• Payables Management
Module 12: Payroll Management
• Payroll Cycle Duration
• Electronic Payments
• Definition of an Employee
• W-2 Contractor
• Employee Withholding Liability
• Employee Time Tracking
• Employee Compensation
• Difference Between Salaries and Wages
Module 13: Employee Benefits and Payroll Taxes
• The Provider and Recipient of Benefits
• Flexible Spending Accounts
• Time Off
• Payroll Deductions
• Income Tax Withholding
• Social Security Tax
• Medicare Tax
• Earned Income Credit
• Common Paymaster Rule
Module 14: Taxes and Accounting for Payroll
• Tax Remittances
• Tax Deposit Schedules
• Accuracy of Deposits Rule
• Unemployment Taxes
• Unemployment Benefit Claims
• Payments to Employees
• Accounting Journal Entry
• Accrued Wages, Bonuses and Commissions
• Tax Deposits
Module 15: Payroll Reports, Recordkeeping and Procedures
• Payroll Register
• Employment Application
• Employer Identification Number
• Forms: Timecard
• Payroll Controls
• Payroll Measurements
• Payroll Entries to Headcount Ratio
• Outsourcing Option
QuickBooks Pro
Module 1: Setting Up QuickBooks
• Accounting Systems
• How to Succeed with QuickBooks
• Budgeting Wisely
• QuickBooks Setup
• Express Setup
• Populating QuickBooks Lists
• Organizing Lists
• Printing Lists
• Exporting List Items
• Chart of Accounts
Module 2: Invoices, Credit Memos, and Recording Payments
• Preparing an Invoice
• Fixing Invoice Mistakes
• Preparing a Credit Memo
• Printing Invoices & Credit Memos
• Sending Invoices & Credit Memos via Email
• Recording a Sales Receipt
• Printing a Sales Receipt
• Recording Customer Payments
• Making Bank Deposits
• Improving Cash Flow
Module 3: Paying Bills and Inventory
• Pay Now or Later?
• Accounts Payable
• Paying Your Bills
• Tracking Vehicle Mileage
• Paying Sales Tax
• Setting up Inventory Items
• Purchase Orders
• Assembling a Product
Module 4: Checks and Credit Cards
• Writing Checks
• Depositing Money in a Checking Account
• Transferring Money between Accounts
• Working with Multiple Currencies
• Tracking Business Credit Cards
• Reconciling Credit Card Statements
• Printing a Check
• Printing a Check Registrar
Module 5: Payroll and Budgeting
• Doing Taxes the Right Way
• Paying Your Employees
• Paying Payroll Liabilities
• Preparing Quarterly Payroll Tax Returns
• Building the Perfect Budget
• Projecting Cash Flow
• Electronic Banking
Module 6: Balancing Accounts and Job Estimates
• Balancing Bank Accounts
• Giving QuickBooks Information from the Bank Statement
• Creating and Printing a Report
• Reports Made to Order
• Processing Multiple Orders
• Turning on Job Costing
• Setting up a Job
• Revising an Estimate
• Tracking Job Costs
Module 7: File Management and Fixed Assets
• Backing Information Up
• Working with Portable Files
• Using an Audit Trail
• Fixed-Assets Accounting
• Tracking Vehicle Mileage
• Tracking Depreciation
• Owner’s Equity
• Business Formula
Internet Connection
• Broadband or High-Speed (DSL, Cable, Wireless)
Hardware Requirements
• Processor - 2GHz Processor or Higher
• Memory - 1 GB RAM Minimum Recommended
Software Requirements
• Operating Systems - Windows 7, 8 or 10; Mac OS x 10 or higher
• Microsoft Office or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
• Internet Browsers - Google Chrome is highly recommended
• Cookies MUST be enabled
• Pop-ups MUST be allowed (Pop-up Blocker disabled)
• Adobe PDF Reader
Certification
Upon successful completion of this program, students will be prepared to sit for the NCCB's Certified Administrative Assistant (CAA) Certification, the NACPB's Bookkeeper Certification, and Intuit's QuickBooks Certification.
The Certified Administrative Assistants (CAA) certification exam prepares individuals for a career as an Administrative Assistant/Secretary across a wide range of professional companies. Attaining national certification displays that individuals have studied and mastered the necessary skills to be a recognized professional in the field of Administrative Assistants. Certified Administrative Assistants (CAA) performs organizational, administrative, and clerical duties in a multitude of settings. Nearly every industry employs Administrative Assistants to organize files, schedule appointments, serve as information and communication managers, and support other staff members, all necessary functions in a business or office that keep an organization running efficiently.
Intuit's QuickBooks Online Certification is recognized throughout the United States and its properties. Intuit's QuickBooks Online Certification assures employers of your QuickBooks Online knowledge and skill. Intuit's nationally recognized QuickBooks Online Certification helps you:
• Distinguish Yourself
• Build Credibility
• Validate QuickBooks Online Knowledge
• Demonstrate QuickBooks Online Skill
Each state may have additional licensing requirements, be sure to research your states requirements for employment by visiting your states occupation board.
Status
World Ed Included
Description
Certification
Exam
QuickBooks Certification
Benefits
A Certified Administrative Assistant & Professional Bookkeeper certification benefit is that it provides employers with a guarantee that the individual is knowledgeable and skilled in the administration and bookkeeping of various business operations. This certification also demonstrates that the individual is committed to their profession, as it requires a certain amount of continuing education and training to maintain the credentials. Additionally, the certification can help increase an individual’s salary and job opportunities, as it can demonstrate that the individual is well-versed in the field and is prepared to take on more responsibility. Finally, having this certification can give the individual a sense of pride in their accomplishments and may improve their overall job satisfaction.
Features
• Open Enrollment
• Admissions and Student Support
• Multimedia Rich and Interactive Content
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