CCTP-Administrative Bookkeeper Professional Program

Business Management, CCTP Programs
Combined Hours: 
Course Type: 
Mentor Supported Self-Study Instructor Led - 4 Weeks Long
  • Description
  • Objectives
  • Outline
  • Materials
  • Certification
  • System Requirements
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Our Complete Career Training Programs (CCTP) include both the training you need and the skills you will want in order to be prepared for your new career. We have taken online career programs to a whole new level by bundling our Career Training with Personal Enrichment courses to ensure you have a diversified learning experience.

Our mentor-supported career courses focus on the industry standards that prepare you for your chosen career or certification. You will also get our smaller, four-week long, instructor-led personal enrichment courses to further your employment training.

Sign up today for this all-inclusive career training program!



QuickBooks® Pro

To succeed in small business, you need great ideas, an entrepreneurial spirit, and competitive products or services. And one other thing: a good accounting system like QuickBooks. With our course you will learn how to track your sales and expenses all in one place and get reliable records for tax time. This QuickBooks course shows you how to use this popular business finance program to gain a clear view of your finances and keep your business in the black. Our course will help you make your bookkeeping workflow smoother and faster. Students will receive step-by-step instructions on how and when to use specific features, along with basic accounting advice to guide you through the learning process of QuickBooks 2021.

NOTE: This course does NOT include the QuickBooks program itself. Students will need to have QuickBooks 2021 already installed on their computers.

Prerequisite: None


Professional Bookkeeping

Are you well organized? Do you like working with official papers and enjoy seeing a set of figures add up properly? If so, Professional Bookkeeping could be the career for you!  Every business, no matter how large or small, must “keep books” and as organizations increase and financial regulations become stricter, there is a greater demand for Certified, Professional Bookkeepers. Our Professional Bookkeeping course will cover the multitude of areas that a bookkeeper may address during the work day - how to handle payroll, purchases, billings, cash, fixed assets, inventory, and create financial statements.

Prerequisite: None


Administrative Assistant

As an office professional, you only have to do one thing: everything! And there never seems to be enough time to do it all, much less learn how. But if you really want to ramp up your job performance – and add value to your employer – you need to take this Administrative Assistant course. This course offers an almost endless supply of savvy advice, great tips, proven tools, and powerful strategies for dealing with both everyday job responsibilities and requirements.

So whether you’re brushing up your skills, keeping up with new developments in business, increasing your own marketability, or just starting a challenging and rewarding career, this comprehensive course is just the right thing to move your career forward!  

Prerequisite: None

Start Your Own Bookkeeping Business

Have you ever dreamed of starting your own Bookkeeping business?  Many years ago Benjamin Franklin said, "There is nothing certain in life except death and taxes." This is still true today. According to the laws of the Internal Revenue Service, businesses "must keep adequate accounting records."  This course will help guide you through the process of starting and growing your business.   First we will cover the initial steps to starting your business from choosing a name to selecting the type of entity and more.  Marketing your business is key and in this course, you will learn how to utilize social media and important aspects of your branded website.  Other topics include developing a clientele list, legal and ethical issues and other resources - all geared to helping you build the successful business of your dreams.

* You have 4 weeks to complete this course from date of your enrollment.

** Course Subject to Change.

Microsoft Excel® 2019

Microsoft Excel 2019 is a powerful tool you can use to create and format spreadsheets so you can more easily analyze data, share information, and make more informed decisions. With our Microsoft Excel 2019 course, you will learn how to create rich data visualization, PivotTable views, professional-looking charts, print media, hyperlinks, and worksheet web pages.

* You have 4 weeks to complete this course from date of your enrollment.

** Course Subject to Change.

** Course Subject to Change.

QuickBooks® Pro

After completing this course, you should be able to:

  • List the basics for getting started with QuickBooks
  • Define the steps for completing daily entry tasks
  • Recognize the steps to print checks, process taxes, process payroll and track expenses
  • Identify the steps for creating and printing reports, invoicing, file management, and backing up information
  • Describe steps for creating charts for tracking actual spending, income, inventory, assets, and liabilities

Professional Bookkeeping

After completing this course, you should be able to:

  • 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 

Administrative Assistant

After completing this course, you should be able to:

  • 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

Start Your Own Bookkeeping Business

After completing this course, you should be able to:

  • Identify various challenges in starting a bookkeeping business
  • Recall methods and techniques for setting up a bookkeeping business
  • List strategies to use in a marketing campaign
  • Define client management techniques and recognize financial considerations for starting a business 

Microsoft Excel® 2019

After completing this course, you should be able to:

  • List the basic range functions in Microsoft Excel 2019
  • Identify the correct use of formulas, worksheets, and workbooks
  • Recall how to create professional looking charts, tables, and graphics
  • Recognize how to import, use, and analyze data

QuickBooks® Pro

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

QuickBooks Pro 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

QuickBooks Pro 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

QuickBooks Pro 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

QuickBooks Pro 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

QuickBooks Pro 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

QuickBooks Pro 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 Formulas

**Outlines are subject to change, as courses and materials are updated.**

Professional Bookkeeping

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

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping Module 4

  • 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

Professional Bookkeeping Module 5
Credit and Collections

  • Credit and Collection Management
  • Credit Procedures
  • Sales Orders
  • Credit Examination Procedures
  • Credit Controls
  • Collection Procedure
  • Collection Controls
  • Credit Policy

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping 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

Professional Bookkeeping 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

**Outlines are subject to change, as courses and materials are updated.**

Administrative Assistant

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Administrative Assistant 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

Start Your Own Bookkeeping Business

Start Your Own Bookkeeping Business Module 1
Start-Up Considerations

People start their own businesses for a variety of reasons.  What is your motivation for starting your own home-based business?  Balancing work and family can be somewhat challenging, but with your dedication, vision and knowledge of how to successfully run a business, you will succeed.  This module will take you through starter business challenges and methods to use in your new bookkeeping business.  

  • How the Industry Has Changed
  • Why Be a Home-Based Business?
  • Balancing Work and Family
  • What is Your Vision for the Business
  • Methods to Get Started

Start Your Own Bookkeeping Business Module 2
Setting Up Your Business

Module two will offer tips and suggestions in how to write your business plan.  Additionally, we will go through the sequence of steps needed to establish your business identity.  Setting up your home office is key to an organized and successful home business. In this module, we will discuss some ideas as to how to set up your home office.  We will also explore some of the key technology items to consider when getting started.

  • Tools and Resources for Writing the Plan
  • Establish Your Business Identity
  • Marketing Materials
  • Set Up Your Home Office
  • Technology: Computer, Software, and Other Equipment

Start Your Own Bookkeeping Business Module 3
Training, Experience and Marketing

In module three, we will look at what you can do to help your business stand out from the crowd. Bookkeeping certification could be just what you need to advance your business.  We will discuss the career outlook for bookkeepers and the differences in certification types. Today, businesses heavily rely on social media and only marketing to advertise their brand. In this module, we will discuss strategies to use in your marketing campaign.

  • Bookkeeper Certification
  • Your Brand
  • Contact List for Marketing
  • Your Website
  • Online Marketing and Social Media

Start Your Own Bookkeeping Business Module 4
Financial Considerations and Client-Management

Module four will focus on the financial considerations and client management areas of your business.  Part of our focus will be on billing policies and terms and how to easily manage accounts.  We will share what type of software available to you to help with this process.  The last part of module four will go over the regulations for preparing taxes and how to follow the boards of accountancy in your state.

  • Billing Policies and Terms
  • Manage Accounts Receivable and Collections
  • Client-Acceptance and Retention Policies
  • Systems and Procedures
  • State Boards of Accountancy and Regulations for Tax Professionals

Microsoft Excel® 2019

Microsoft Excel® 2019 Module 1
Working with Ranges

In Excel, a range is a group of two or more cells that work together rather than separately.  The range is the basic function that makes Excel a powerful tool, and it is discussed in this module. We start by learning how to fill a range with values, move or copy them, and insert or delete them.  After that we discuss range names and how to use them.  We conclude by discussing how to format fonts, colors, alignments, numbers, column widths, row heights, and other range options.

  • Excel’s Ribbon User Interface
  • Data Entry
  • Cell Formatting
  • Working with Columns
  • Editing Workbooks

Microsoft Excel® 2019 Module 2
Getting Organized 

Once a range is populated and formatted, it’s time to do something with that data. In this module we discuss how to change page orientation, view your pages in Page Layout view, and how to print all or just some of your worksheets. We move on to discuss how to maintain and manipulate the worksheet, which is where you spend most time in Excel, then you will learn how worksheets and workbooks go together. We describe how to name your cells, find and replace information, and how to categorize and maintain multiple worksheets.

  • Previewing Pages
  • Printing
  • Maintaining the Worksheet
  • Multiple Worksheets
  • What-If Analyses

Microsoft Excel® 2019 Module 3
Tables, Charts, and Graphics 

Once you have your workbooks and worksheets created, it’s time to do something useful with your new tools. In this module we first discuss the purpose and multiple uses of Pivot tables. Then we dive into the basics of creating professional looking charts and graphics. Finally, we discuss how to set up and work with data lists in Excel, as well as how to link, automate, and share spreadsheets.

  • Pivot Tables
  • Working with Charts and Graphics
  • Creating Data Lists
  • Linking, Automating, and Sharing Spreadsheets

Microsoft Excel® 2019 Module 4
Using and Analyzing Data 

In the last module of this course, we explore the do’s and don’ts of working with Excel and we discover important skills required to use Excel successfully. We also discuss how to manage and maintain loads of data and we identify trends in your data.

  • Beginner Basics
  • Commandments of Excel
  • Managing Data
  • Analyzing Data

Ed4Career is committed to being both environmentally conscious and making it easier for you to study! We’re making your education mobile! All of our textbooks are now provided as eTextbooks*. You can access them on your laptop, tablet, or mobile device and can study anytime, anywhere.

The move away from physical books to eTextbooks means you get the latest, most up-to-date version available. This also makes your training more accessible, so you can study anywhere you have your phone or tablet. The best part is that all materials are included in your training cost so there are NO extra fees for books!**

*A few courses still have physical materials.

QuickBooks® Pro

Upon successful completion of this course, students will be prepared to sit for the Intuit QuickBooks certification exam.

Professional Bookkeeping

Upon successful completion of our Professional Bookkeeping course, students will be prepared for an entry-level position as a bookkeeper in an office setting and will be prepared to sit for the NACPB national certification exam. NACPB's Bookkeeper Certification assures employers you have bookkeeping knowledge and skill. You obtain the Certification by passing the Uniform Bookkeeper Certification Examination.

Administrative Assistant

Upon successful completion of our Administrative Assistant course, students will be prepared for an entry-level job as an Administrative Assistant in an office setting and to sit for the NCCB national certification exam to become a Certified Administrative Assistant (CAA).

** Certification exams are not included in the cost of the course.**

Internet Connection

  • Broadband or High-Speed - DSL, Cable, and Wireless Connections

*Dial-Up internet connections will result in a diminished online experience. Classroom pages may load slowly and viewing large audio and video files may not be possible.

Hardware Requirements

  • Processor - 2GHz Processor or Higher
  • Memory - 1 GB RAM Minimum Recommended


PC Software Requirements

  • Operating Systems - Windows 7 or higher
  • Microsoft Office 2013 or higher. Also, you could use a general 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)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • QuickTime, Windows Media Player &/or Real Player


MAC Software Requirements

  • Operating Systems - Mac OS x 10 or higher with Windows
  • Mac office programs 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)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • Apple QuickTime Media Player