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Basic Bookkeeping

Jul 12, 2014

5.61k likes | 9.76k Views

Basic Bookkeeping. Basic Bookkeeping. Starting up a small business? Working as an office administrator? B ookkeeping responsibilities can be overwhelming !

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• equity accounts
• a trial balance
• asset accounts
• very detailed

Presentation Transcript

Basic Bookkeeping Starting up a small business? Working as an office administrator? Bookkeeping responsibilities can be overwhelming! In this course we will teach you the basics of bookkeeping. Learn what your accounting responsibilities are, basic accounting terminology, the basics of financial statements and how to prepare your files for year end

Business Organization Types • Proprietorship • Partnership • Corporation

The Fiscal Year • A Fiscal Year is an accounting time period that is one year long • Fiscal year ends may vary from the calendar year • Corporate Tax returns are due 6 months after the corporations fiscal year end

Account types • Accounts track all of your accounting transactions and allow you to categorize your transactions • There are standard account types which are the main categories that all businesses follow Assets, Liabilities, Equity, Revenue, Expense

Account types • Asset Accounts (What you own)– include bank accounts, petty cash, equipment, buildings and land • Can be liquidated for cash • Are generally valued over $500.00 and usable for more than one year • The balances in asset accounts carry forward from year to year until the asset is liquidated • For tangible assets the value of the asset is amortized or spread out over multiple years

Account types • Liability Accounts (What you owe)– include loans, mortgages, lines of credit, account’s with suppliers, payroll expenses payable, GST and taxes payable, and your accounts payable account • Your accounts payable account tracks all of your outstanding bills; tracked by vendor name

Account types • Equity Accounts (Value of the Business)– the difference between what a businesses owns and what it owes • Equity accounts include owner or shareholder’s contributions, draws, and retained earnings which are profits left in a business • At the end of each year the net profits (or losses) from a business are transferred into the retained earnings or owner’s equity account

Account types • Income Accounts (Revenue)– Revenue or Income is earned through business activities such as the sale of merchandise or services • Some businesses earn all their revenue by selling products, others offer services, and many offer both products and services

Account types Expense Accounts (The Costs of Running a Business)– Expenses are tracked through 2 main categories; cost of goods sold and operating expenses The expense accounts will vary between businesses but often are very detailed so that a company can evaluate its profitability effectively

Practice Let’s practice recognizing account types by completing the exercise in your handout on page 3

The Chart of Accounts • Because each company is different, the types of accounts they have and how many of each type of account they have are also different • The Chart of Accounts lists the accounts for a specific business • Accounts are often assigned numbers that identify where the accounts are in the ledger or list of accounts

The Chart of Accounts General Accounting Principle’s state that the accounts be organized in the following manner to create consistency amongst businesses. This order is also useful when preparing financial statements. • 1. Assets are listed First; when numbered, begin with the number 1 • 2. Liabilities are listed Second; when numbered, begin with the number 2 • 3. Equity Accounts are listed Third; when numbered, begin with the number 3 • 4. Revenue accounts are listed Fourth; when numbered, begin with the number 4 • 5. Expense accounts are listed last; when numbered, begin with the number 5 or greater

The Chart of Accounts

What are my responsibilities as a bookkeeper? Accounts Payables • A/P Transactions record expenses for your company • Bills and Cheques are the main ways company’s record expenses. Credit Card transactions are also popular • Expenses are tracked by Vendors

What are my responsibilities as a bookkeeper? Inventory • Inventory is goods on hand which a company intends to sell or use for their services • Inventory is a unique type of expense account as it is often referred to as Cost of Goods Sold which measures the direct cost of a company’sincome

What are my responsibilities as a bookkeeper? Accounts Receivables • A/R Transactions record revenue or income for your company • Invoices and Sales Receipts are the main ways company’s record revenue • Income is often tracked by Customer

What are my responsibilities as a bookkeeper? Payroll • Payroll are expenses incurred by a company to hire staff • Payroll expenses include wages paid to employees as well as payroll liabilities

The Trial Balance • A Trial Balance is a list of Accounts and their balances at a specific time • In accounting some account types will have a debit balance and others will have a credit balance • In the Trial Balance Report the total of all debits will equal the total of all credits

The Trial Balance

Debits VS Credits Assets, Equity Drawings and Expense Accounts: Debit to Increase Credit to Decrease Liabilities, Equity Contributions and Income Accounts: Credit to Increase Debit to Decrease • This is so that all journal entries are balanced equations.

General Journal Entries • Any accounting entry results in a Journal Entry • Most entries in a computerized accounting environment will be completed automatically in the background of the program as the user will enter their information through forms • When recording a complex accounting transaction a manual journal entry is completed • When completing a manual journal entry you must remember that all debits must equal all credits

General Journal Entries The following 5 steps will help you through drafting a manual journal entry: 1. Determine all of the Accounts within your Chart of Accounts that will be effected by the entry. 2. Next determine what type of accounts the identified accounts are. 3. Determine for each account used will the account receive a DEBIT or a CREDIT. 4. For each account determine the amount for the entry. 5. Finally, draft your General Journal Entry

General Journal Entries This is a sample General Journal Entry. The sample entry records a loan payment.

General Journal Entries PRACTICE DRAFTING A GENERAL JOURNAL ENTRY FOR THE FOLLOWING SCENARIO Scenario: Your company purchases a new company vehicle from your local car dealership. You issue the dealership a $10,000 cheque for the down payment on the vehicle and the remainder of the cost is financed through Ford Credit as a vehicle loan. The cost of the vehicle is $60,000.00 plus $3,000.00 GST.

General Journal Entries Step One: Determine all of the Accounts within your Chart of Accounts that will be effected by this purchase; there are 4 in this example. • Chequing Account • Ford Credit Loan Account • GST Paid • Fixed Asset – Company Vehicle

General Journal Entries Step Two: Now you will need to think about what type of accounts these are. Account Account Type Chequing Account Asset (Bank) Ford Credit Loan Account Liability (Loan) GST Paid Liability (GST Owing) Fixed Asset – Company Vehicle Asset (Fixed Asset)

General Journal Entries Step Three: Next determine for each account used will the account receive a DEBIT or a CREDIT. Account Debit or Credit Chequing Account Credit Ford Credit Loan Account Credit GST Paid Debit Fixed Asset – Company VehicleDebit

General Journal Entries Step Four: Now for each account determine the amount for the entry. Account Amount Chequing Account $10,000.00 Ford Credit Loan Account $53,000.00 GST Paid $3,000.00 Fixed Asset – Company Vehicle $60,000.00

General Journal Entries Step Five: Finally, Draft your General Journal Entry Account DebitCredit Chequing Account $10,000.00 Ford Credit Loan Account $53,000.00 GST Paid $3,000.00 Company Vehicle $60,000.00

General Journal Entries Here is a sample of what the previous General Journal Entry may look like in a computer software program such as QuickBooks.

Reconciling Accounts Reconciling Accounts • Reconciliations should be prepared for all bank accounts and credit card accounts • Account Reconciliations keep your accounting records accurate, complete and up to date • Bank Reconciliations will help you identify: • Outstanding Cheques and Deposits • Errors to entries • Bank Errors

Reconciling Accounts Steps to Reconciling Accounts • You will need your bank or credit card account statement • Enter your Opening and Closing Balances • Next you will go line by line, checking to ensure your accounting records from your bank or credit card accounts ledger match your statement • Adjust any incorrect entries • Enter any transactions that have not yet been entered • When your records match your bank statement - your account has been reconciled

Goods and Services Tax - GST Goods and Services Tax • GSTis a type of tax charged by businesses that register for a GST number and meet the eligibility requirements by Revenue Canada for a GST Account • See Revenue Canada’s Website www.ccra.gc.ca for information on whether your business qualifies for a GST Account or not

Goods and Services Tax - GST Goods and Services Tax Assuming your company has a GST Account here are your responsibilities: • You must charge your customers and report GST on all taxable products and services • You must record and report all GST your company pays on eligible expenses • You must prepare and file your GST report and remittance either quarterly or annually, a personalized GST 34 form will be mailed to you by the CRA • GST Remittance amounts that are due must be paid within 30 days of the filing period end date to avoid penalties and interest charges

Manual Bookkeeping Options Manual Bookkeeping Options Although most businesses utilize accounting programs such as QuickBooks®, Simply Accounting®, AgPro®, and AccPac® to name a few often small businesses begin by utilizing a manual bookkeeping system Manual bookkeeping is the paper-based and traditional way of bookkeeping. Business transactions are recorded manually by hand using manual or paper book of accounts, such as journals books, ledger books and worksheets

Manual Bookkeeping Options Manual Bookkeeping Options • Many opt for manual bookkeeping because it is cheaper and easier to maintain • Double Entry Accounting is a term often references when referring to manual bookkeeping • Double Entry Accounting introduces the concept of debits and credits, which means that for every transaction there is something received (debit) and given up (credit), as such, each recorded transaction affects two or more accounts

Manual Bookkeeping Options Below is a sample ledger that could be set up in a notebook or as a spreadsheet.

Manual Bookkeeping Options Here are points to consider when setting up a manual ledger or bookkeeping system: • 1. Most businesses have a separate spreadsheet for each month • 2. Income transactions are entered as a positive amount and Expense transactions are often entered as a negative amount • 3. By subtotalling each column you can check your work and ensure that you balance

Manual Bookkeeping Options Here are points to consider when setting up a manual ledger or bookkeeping system: • Separating the GST collected column from the GST paid column makes preparing and filing a GST return simple • Remember to only record the Subtotal amount under the income and expense columns • You can have as many income and expense columns as you need however often its best to keep it as simple as possible. Columns should not be created for vendors or customers only general expense or income types

Practice Complete the exercise on page 12 of your handout by entering in the ledger below each of the following transactions. As a final task prepare a GST Filing for May 2013.

Practice Prepare the GST filing for May 2013

Understanding Basic Financial Statements Income Statement or Profit and Loss Statement   • Income Statement or Profit and Loss Statement presents the revenues and expenses, and the resulting net income or net loss for a specific period of time • Revenue and Expense accounts are accounted for within a company’s fiscal year and the balances of these accounts are not brought over to future years • If you were to look at a Trial Balance Report you would use all Revenue and Expense accounts and their corresponding values to generate an Income Statement or Profit and Loss Statement

Understanding Basic Financial Statements

Understanding Basic Financial Statements Balance Sheet • A Balance Sheet reports the assets, liabilities, and owner’s equity at a specific date • After a company’s yearend is completed all Revenue, Expense and Drawings accounts are cleared as the Owner’s Equity Account is updated • A Balance Sheet report summarizes the company’s activity from year to year. The report calculates how much your business is worth (your business's equity) by subtracting all the money your company owes (liabilities) from everything it owns (assets) • If you were to look at a Trial Balance Report you would use all Asset, Liability and Equity accounts and their corresponding values to generate a Balance Sheet

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Updated: Jun 6, 2024, 7:40pm

Table of Contents

Why is bookkeeping important, components of bookkeeping, how to become a bookkeeper, how to find a bookkeeper, best bookkeeping services, frequently asked questions (faqs).

Bookkeeping is the practice of organizing, classifying and maintaining a business’s financial records. It involves recording transactions and storing financial documentation to manage the overall financial health of an organization. Most businesses use an electronic method for their bookkeeping, whether it’s a simple spreadsheet or more advanced, specialized software.

When an effective bookkeeping system is in place, businesses have the knowledge and information that allows them to make the best financial decisions. Tasks, such as establishing a budget, planning for the next fiscal year and preparing for tax time, are easier when financial records are accurate.

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• Bookkeeping vs. Accounting

While they seem similar at first glance, bookkeeping and accounting are two very different mediums. Bookkeeping serves as more of a preliminary function through the straightforward recording and organizing of financial information. Accounting takes that information and expands on it through analyzing and interpreting the data.

While any competent employee can handle bookkeeping, accounting is typically handled by a licensed professional. It also includes more advanced tasks such as the preparation of yearly statements, required quarterly reporting and tax materials.

Bookkeeping tasks provide the records necessary to understand a business’s finances as well as recognize any monetary issues that may need to be addressed. Proper planning and scheduling is key since staying on top of records on a weekly or monthly basis will provide a clear overview of an organization’s financial health.

For every type of business, bookkeeping includes several components and steps, including:

• Documenting every financial transaction (payments and expenses)
• Recording all debits and credits
• Sending invoices and processing payments
• Preparing financial statements (balance sheet, income and cash flow)
• Maintaining and balancing a general ledger
• Conducting daily banking activities
• Completing payroll functions

Bookkeepers work with a variety of clients and are responsible for handling the daily financial activities associated with a client’s business. They oversee and record all incoming and outgoing transactions, create budgets, balance ledgers and may even manage payroll . Becoming a bookkeeper starts with a strong understanding of both finances and organization as well as a love of numbers.

While there are a myriad of courses available for bookkeeper education and training, a good deal of bookkeepers are self-taught since there are no required certifications needed to work as one. The skills needed to become a successful bookkeeper are often acquired through working in a career in the finance industry or even by balancing your personal budgets. Many bookkeepers hone and develop their expertise over time while others opt to complete seminars, read books or take online classes.

Bookkeeping for Your Small Business

Keeping up with the records in your small business might be a task you are willing and able to tackle yourself. The system you choose to use doesn’t need to be complicated and the ledgers should be straightforward, especially if you have just a few or no employees. The most important parts of doing your own bookkeeping are staying organized and keeping track of the details.

Start by deciding on the system you want to use, whether it’s an online program, paid software or a spreadsheet. Next, set aside a dedicated time either weekly or biweekly to review your bookkeeping, reconcile transactions and complete necessary data entry. Finally, you’ll want to decide how all receipts and documents will be stored. You can either keep hard copies or opt for electronic files by scanning paperwork.

Start Your Own Bookkeeping Business

If you find that you have a talent for and enjoy the process, you may consider starting your own bookkeeping business providing this service to others. There’s always a demand for experienced, efficient bookkeepers in nearly every industry. Companies often outsource the organization of their finances to independent professionals, then hire accountants for more complex issues and tax filing.

Before launching your new bookkeeping business, take the time to familiarize yourself with different accounting software, have a strong understanding of profit and loss, know how to run financial reports and decide what type of clients you are interested in working with.

When first starting out, market yourself as a professional who is well-versed in managing accounts, reconciling transactions, providing financial overviews and balancing budgets. Ask for testimonials from people who have utilized your services in the past and spread the word about your offerings through a website or social media.

If you’re ready to take bookkeeping off your plate and delegate this task to someone else, it can be hard to know where to look. Start by reaching out to other business owners for recommendations, searching online for providers and checking out reviews on Google or Yelp. If you don’t feel comfortable with a freelancer, there are many firms that offer bookkeeping services as well.

In this day and age, the providers you contract with don’t need to be in the same city, state or even time zone as you. Remote work has expanded across nearly every field, including bookkeeping. If you find someone who is a good fit for your business needs, it doesn’t matter if they are in California while you work from New York. You’ll want to create a contract that outlines details, such as deadlines, rates and expectations so that everyone is on the same page.

Online bookkeeping services might be the exact solution you need to save both time and money. The service you decide to use depends on the needs of your business and may include extra features such as payroll or tax documents.

There are dozens and dozens of bookkeeping options available and the choices may seem overwhelming. We’ve analyzed and rated the best online bookkeeping services to help you make the best decision when choosing the right one.

Bottom Line

Since bookkeeping is a more straightforward process than accounting, it is something that many people can (and do) opt to take care of themselves. As your business grows and you begin making higher profits, hiring staff and handling more transactions, however, it may make sense to outsource the details of bookkeeping to someone else.

If you enjoy organization and numbers and have experience with bookkeeping, starting your own business offering this service might be a smart career choice.

Forbes Advisor SMB editor Cassie Bottorff also contributed to this article.

What is bookkeeping?

Bookkeeping is the ongoing recording and organization of the daily financial transactions of a business and is part of a business’s overall accounting processes.

Are bookkeeping and accounting different?

Bookkeeping focuses on recording and organizing financial data, including tasks such as invoicing, billing, payroll and reconciling transactions. Accounting is the interpretation and presentation of that financial data, including aspects such as tax returns, auditing and analyzing performance.

What skills does a bookkeeper need?

Unlike accounting, bookkeeping does not require any certifications. Individuals who are successful bookkeeping professionals are highly organized, can balance ledgers accurately, have an eye for detail and are excellent communicators.

Can I do my own bookkeeping for my business?

A small business can likely do all its own bookkeeping using accounting software. Many of the operations are automated in the software, making it easy to get accurate debits and credits entered.

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Laura is a freelance writer specializing in small business, ecommerce and lifestyle content. As a small business owner, she is passionate about supporting other entrepreneurs and sharing information that will help them thrive. Her work has been featured on Angi, Scary Mommy and Cubby.

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Free Accounting Presentation Templates

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Must-Have Bookkeeping Proposal Templates with Examples and Samples

Tanmayi Arora

An organization’s success lies in meeting customer demands to their utmost delight, but its achievements are measured financially. Business planning starts with the right investment into the right market, with making profit the clear gain, and aim. Money is the energy an organization requires to stabilize business. Whether to draw up a budget for your business, allocate resources, or keep count of receipts, financial transactions occur on a regular basis.

To record these financial transactions, one needs an accountant or bookkeeper who can store, organize and analyze financial activities. That is where the process of bookkeeping comes in. Bookkeeping is an essential part of accounting as it helps an organization look at financial aspects of the business in the long run.

If you are an accounting firm and want to pitch your bookkeeping and accounting services, this guide is for you to create proposals. 

SlideTeam eases the process of putting yourself out there in front of your clients. Also, these templates will increase productivity and work best in enhancing your client base.

Each of these templates is 100% editable and customizable. The content-ready slides give you the much-needed structure, and a starting point. The editability feature of the templates provide you with the flexibility to edit your presentations.

Bookkeeping and accounting services are the need of the hour, and many companies are now outsourcing these services. Therefore, you need the right tools to be the voice of your expertise or services, without having to create the format from scratch. Using templates from SlideTeam, you can easily showcase your business’s services and present what you can fix up.

Benefits of bookkeeping proposal templates:

• Pricing plans : You can create a presentation with every service you offer and present the price for each. There is no need to create a separate pricing plan.
• Personalization : Nowadays, clients seek customization. Therefore, you can personalize your proposals in a few minutes with SlideTeam’s products. 
• Panoramic experience : You can create a proposal to add your information and the facets of your financial services in one integrated place. 

Want to create proposals for other financial services, such as budgeting and forecasting, read our blog on finance powerpoint templates .

WHAT ARE TOP 10 BOOKKEEPING TEMPLATES WITH SAMPLES:

Make proposals that can convert your leads. Bookkeeping templates afford a lot of space, so add your plan of action, the objectives of your plan, and the services offered, such as audit services, filing taxes, and analyzing the bookkeeping, etc, and much more.

Let’s explore these templates: 

Template 1- Cover letter for bookkeeping and accounting services proposal template

This PPT Template is an introduction of your company and your accounting services . You can present your experiences with your clients and the benefits accrued to them. A cover letter reflects your core competence; you can add contact details to ensure you get that call.

DOWNLOAD THIS TEMPLATE

Template 2 Our offerings for bookkeeping and accounting services proposal PPT Template

Put your best foot forward before your clients in this four-stage process through this template. Highlight your services, showcase your experience, which industry you serve, and add some testimonials to catch the attention of the clients and customers.

Template 3 Start-up Bookkeeping Service in PPT Templates

If you want to create a proposal for start-ups, that have no accounting experiencevand want to outsource bookkeeping services, this PPT Template is for you. This design gives you ample space to list your services and inform clients about services on offer, such as data migration, auditing financial records, investigating any inaccuracies in data, etc.

Template 4 Three-month client bookkeeping and accounting roadmap with software PPT Template

Use this PPT Template to create a book-keeping and accounting roadmap for your clients. How do you work, and what do you provide in a three-month plan come in handy to showcase with this presentation template. You can add the processes you take with your clients, such as analysis of clients’ accounting files, setting up a budget, setting up software systems such as Quickbooks and applications, and regularizing the bookkeeping process.

Template 5 Bookkeeping Cost Comparison Accountant PPT Template

This template exposes you to proposed plans for your outsourcing services. You can pitch for such work on the strength of financial consultants and analysts you have with you, and the charges for their services. The detailed pricing plans and the benefits of your services are the added USP of this presentation template.

Template 6 Single-Entry Book-keeping Vs. Double Entry Bookkeeping Presentation Template Outline

Use this PPT Template to provide your clients with single-entry and double-entry bookkeeping services. If you want to create proposals for small enterprises to manage and organize financial transactions, this template works wonders. Delineate the services you offer them in single-entry and double-entry transactions. Let them know what will serve them best to enhance their financial productivity.

Template 7- Request for proposal bookkeeping and accounting services template 

If a client is interested in your bookkeeping services, you can create an engaging proposal request with the help of this template. Tell them about your services with the cover letter slide and add contact information. You can add your clients' success stories and briefly introduce you and your team along with the terms and conditions.

Template 8- Social media bookkeepers PPT PowerPoint Presentation infographic template

Social media is the most trending medium for acquisition of customers and profits. Marketing on social media platforms is a must for any business to stay revelant and profitable. Using this template, you can create a proposal for clients who want to manage their social media transactions.

Template 9 -Bookkeeping cost per month PPT Presentation infographic template 

Eliminate the clients' confusion by describing all your monthly plans for your bookkeeping services. Add a brief introduction of services under all plans so that the clients can choose the best. Let them avail the best of all the options under one integrated platform. Create recall and a wonderful first impression using this template. 

Template 10   Online bookkeeping lawyers PPT Presentation file slide template 

If you want to create a bookkeeping services proposal for a law firm, this template is apt. A law firm must establish a book account and record and balance financial transactions. Also, analyzing audited tax statements is yet another important business task. Using this template, you can make a right and fitting proposal to handle their bookkeeping work.

LET’S MAKE BOOKKEPPING EASIER 

Bookkeeping might sound complex for most organizations, as even a single error can turn your financial accounts into the opposite of what these actually convey. SlideTeam makes it easier to turn those complex bookkeeping activities easier for the clients by creating customized proposals and focusing on rendering the best services to them.

FAQs on Bookkeeping Proposals

How do you write a bookkeeping proposal.

A bookkeeping proposal includes the following elements:

• Cover letter : You need to create a cover letter that includes a brief introduction of your meeting with the client and an overview of how you can serve them.  It must include contact information. 
• Services: This means initialization of your proposal, where you would tell about your bookkeeping services, such as setting up a ledger, performing monthly bank reconciliations, sales tax returns, etc.
•  Pricing: Thirdly, add the pricing for the initial setup, monthly charges, and additional services provided.  
• Terms and conditions: Add the terms and conditions and ask for the client's acceptance.

What is a proposal in accounting?

A proposal in accounting refers to a document describing the features, scope, and deliverables your accounting service offers clients. Some of its examples are:

• Basic accounting proposal:  It includes basic accounting services such as payroll, recording transactions, analyzing finances, etc.
•   Accounting services proposal:   Here, you describe pricing plans for your accounting services, such as preparing taxes, bookkeeping, and payroll services.

What should be included in bookkeeping?

• Recording all financial transactions, such as daily expenses, profits, and payments.
• Documentation of all debit and credit.
• Making balance sheets, income flow, tax audits etc.
• Drafting a general ledger.
• Forward invoices and sort out the payments.

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Bookkeeping Dashboard

It seems that you like this template, bookkeeping dashboard presentation, free google slides theme, powerpoint template, and canva presentation template.

Download the "Bookkeeping Dashboard" presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you were looking for all this time. Use the slides to give your presentation a more professional approach and have everything under control.

Features of this template

• 100% editable and easy to modify
• Different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
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• Includes information about fonts, colors, and credits of the resources used

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10 Ways to Build Top Presentation Skills in Accounting and Finance

Today’s accounting and finance professionals are taking on more strategic roles in their organizations and interacting more frequently with other departments. As a result, strong presentation skills are more critical than ever to make compelling points, package information and explain technical information to non-financial stakeholders.

If you work to sharpen your communication with others on your team or with those you supervise, that sets a good example for your entire office. And if you want to build influence in your company, sooner or later you’ll need good public speaking skills to present your ideas to your bosses, colleagues or clients.

How to improve your presentation skills

Here are five practical tips for boosting your presentation skills. Then, because it's likely you work with Excel more than PowerPoint or Keynote, keep reading for five more tips.

• Face your fears. If you have anxiety about public speaking, the best way to overcome it is to, well, speak in public. Begin by making short presentations to your closest colleagues or friends. When you feel ready, volunteer to give a quick talk or make an announcement at a professional association or civic organization you belong to. Consider joining Toastmasters International, a public speaking organization, to get even more practice. Share tips for presentations with members you meet there. Attend networking events to practice your communication skills.
• Do your homework. You’ll have much more confidence during your business presentation if you’re well prepared. To get ready for your talk, learn as much as you can about your audience. This will help you determine how you’ll present your information to get your points across. Use concrete facts and quantifiable information from white papers, surveys or case studies from reputable sources to support your points. If you’re trying to win new business, let your audience know how you’ve helped companies or clients reach their goals.
• Practice, practice, practice. Practice your presentation until you know it inside and out. Rehearse in front of a mirror. Run through it with a colleague or friend. Ask for honest feedback about both your content and delivery, and make any necessary adjustments. Then practice some more.
• Stand and deliver. Remember one of the basics of giving presentations: “Tell them what you’re going to tell them. Tell them again. And then tell them what you told them.” Keep your audience in mind at all times. Speak conversationally and don’t use jargon. Show enthusiasm for what you’re presenting. Your audience will respond to your passion. Season your talk with some quick asides, jokes, metaphors and anecdotes when appropriate.
• Anticipate questions. Your presentation isn't necessarily over once you wrap up your prepared remarks. Colleagues or clients may have questions, concerns or points of resistance about information you presented. Anticipate these by being an expert on your topic. No matter how well your presentation went, it could end on a low note if someone asks a question you can’t answer. Again, proper preparation is the key.

Make better communication your goal and read Promising Accountants Share Goal-Setting Secrets to Success .

How to create strong presentation slides

If you want to build influence in your company, sooner or later you’ll need to present your ideas to your bosses, colleagues or clients. And you’ll likely want to include some visuals. Knowing how to create engaging presentations can help you get your points across and hold your audience’s attention from start to finish.

Here’s how to make the most of your slides when creating a presentation.

• Begin with a clear outline. We’ve all seen presentations that go nowhere fast. That often happens because the presenter doesn't have a handle on where to go with the presentation. Grab a pen and paper before you open your presentation software. Start creating your presentation by writing an outline, with specific focus on your goals and what you want to accomplish by the time you’re done. This will help you stick to the script when it’s time to put the deck together.
• Let your titles guide the way. Each slide’s title should provide context and explain the slide’s content, including the conclusion. For example, “A Third of Managers Regret Not Taking Enough Vacation Time” is better than just “Vacation Time.” A more descriptive title keeps your audience focused on the message. Also san-serif fonts that are easy to read. Titles should generally be between 36 and 44 font, and other content should be at least a 24-point font, with a 20-point font for captions,
• Keep your slides succinct. Don't overwhelm your audience with too many words and numbers on your slides. Yes, you love your numbers , but don’t go number-happy. When deciding what to place on a slide, remember your slides should support what you’re saying, not the other way around. A slide with too much information is challenging to read. You’re essentially asking your audience to read and listen at the same time. Again, don’t make your audience work. If your presentation needs to be shared as a handout or forwarded to others, consider making two versions: a slimmed-down version to talk through and a sharable version with more explanatory text.
• Make it visually engaging. No, a page or screenshot from Excel doesn’t really count as an image. Use simple photos or illustrations that support your message. A well-chosen image is a nice break from text that can grab your audience’s attention and help reinforce your message. You can find professional stock images on sites like Shutterstock. Also consider colors, and make sure your text and background colors contrast well.
• Provide a next step. Don’t just end your presentation by saying thank you; give a call to action. Close your presentation by including a slide that mentions what you’d like the audience to do with the information you shared with them.

Once you improve your presentation skills, you can assume you've added valuable skills to your career toolbox. Not only will that help you succeed in your role, it will also help you advance in your accounting and finance career.

Read Accountants Need Hard and Soft Skills for Success , and don't stop there!

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Basic Bookkeeping.

Published by Jakayla Hindle Modified over 10 years ago

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Presentation on theme: "Basic Bookkeeping."— Presentation transcript:

Accounting and Financial Reporting

Review of the Accounting Process

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Chapter 12 Skyline College.

Chapter: 12 BFM Financial Management.

Statement of Cash Flows- First Approach

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Using Accounting Information

© 1999 by Robert F. Halsey In this chapter, we will cover the four financial statements that are provided by companies to shareholders and other interested.

Adjusting Entries and the Work Sheet

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Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin Slide 2-1 Chapter Two Review of the Accounting Process.

Copyright © 2007 Prentice-Hall. All rights reserved 1 The Statement of Cash Flows Chapter 16.

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©2008 Pearson Prentice Hall. All rights reserved. 3-1 Accrual Accounting & Income Chapter 3.

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Four Steps to Delightful Accounting Presentations

By Charles Hall | Technology

• You are here:

In this article, I provide you with four steps to delightful accounting presentations–even if you are a CPA. Yes, this can be done!

If you’ve read the book  Presentation Zen , you know that many speakers –without intending to– hide their message . In watching CPE presentations and board presentations, I have noticed that (we) CPAs unwittingly hide our message. How? We present slide decks that look like intermediate accounting textbooks–chock full of facts, but too much to digest. And do we really believe that those attending will take those slides back to the office and study them?

Probably not.

My experience has been those slides end up in the office dungeon, never to be seen again. We  have one chance to communicate–in the session.

It is the presenter’s duty to cause learning .  So how can we  engage our audience (even those sitting on the back row playing with their cell phones)?   Let’s start with the slide deck.

1. Make Simple Slides

Make simple slides.

I try to have no more than two points per slide , and I leave out references to professional standards (at least on the slides).

What happens when you see a slide that looks like it contains the whole of War and Peace ? If you’re like me, you may think, “Are you kidding? You want me to consume all of that in the next three minutes. Forget it. I will not even try.” And then you begin to think about your golf game or your next vacation. So, how much information should you include on a slide?

Nancy Duarte recommends the glance test for each slide . “People should be able to comprehend it in three seconds.”

2. Include a picture related to the topic

Include a picture.

For example, if I am presenting to auditors, I might display a picture of someone being bribed. Verbal information is remembered about ten percent of the time. If a picture is included, the figure goes up to sixty-five percent. Quite a difference.

3. Tell a story (and ask questions)

Tell a story and ask questions.

People love stories. If your presentation is about bribes and you have not audited a bribery situation, Google bribes, and you will find all the stories you need. If you can’t find a story, use a hypothetical. Why? You are trying to draw your audience in–then maybe they will put that cell phone down (your most triumphant moment as a speaker!).

Telling your story at the right pace and volume is also important.

Also engage your audience with questions. Stories get the juices going; questions make them dig. And, if they answer you, there is dialog. And what’s the result? Those talking learn, the audience learns, and, yes, you learn.

Move. Not too much, but at least some.

A statue is not the desired effect. Moving like Michael Jackson is also not what you desire (moonwalking was never in my repertoire anyway). But movement, yes. I walk slowly from side to side (without moonwalking) and will, at times, move toward the audience when I want to make a point. So, am I constantly roaming? No. Balance is important.

Now, let me provide a few thoughts about presentation software and handouts.

Presentation Software and Handouts

Presentation Software

If you have an Apple computer, let me recommend Keynote  as your presentation software . I do think PowerPoint (for you Windows users) has improved, but personally, I prefer Keynote.

Another option—though there is a cost—is using Canva to create your slide deck . Your creativity is almost unlimited with this software—pictures, graphics, templates, colors, resizing, and more. Once the slides are created, you can download them as a PDF. Then present the slides (in the PDF) using the full screen option in Adobe Acrobat . I’ve done this a lot lately. Love it. 

Here’s a sample Canva slide:

If you need to provide detailed information, give your participants handouts (examples of what you are discussing).

I prefer not to provide copies of slides. Why? Your participants will read ahead. You want to keep your powder dry. If they already know what you’re going to say, they’ll stop listening.

Your Presentation Tips

What do you do to make your presentations sizzle?

About the Author

Charles Hall is a practicing CPA and Certified Fraud Examiner. For the last thirty-five years, he has primarily audited governments, nonprofits, and small businesses. He is the author of The Little Book of Local Government Fraud Prevention, The Why and How of Auditing, Audit Risk Assessment Made Easy, and Preparation of Financial Statements & Compilation Engagements. He frequently speaks at continuing education events. Charles consults with other CPA firms, assisting them with auditing and accounting issues.

Amit, I have seen Prezi on the Internet, but I have not used it myself – though it looks inviting. Have you tried it or have you seen anyone use it?

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We have introduced the Bookkeeping presentation template for MS PowerPoint and Google Slides to help the presenters describe the process of maintaining accurate records of financial transactions and important financial information for a business/individual.

Educators and accountants can take advantage of this PPT to illustrate the common bookkeeping methods and techniques. You can showcase the importance, benefits, and principles of this process. You can explain the significance of accurate bookkeeping in providing businesses with insights into their financial health and supporting long-term financial stability and growth.

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Bookkeeping PowerPoint Templates & Google Slides Themes

Unlock your presentation potential: explore our collection of professionally crafted free and premium powerpoint templates and backgrounds for instant download.

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Bookkeeping Theme PowerPoint Template

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Choose and download Bookkeeping PowerPoint templates , and Bookkeeping PowerPoint Backgrounds in just a few minutes. And with amazing ease of use, you can transform your "sleep-inducing" PowerPoint presentation into an aggressive, energetic, jaw-dropping presentation in nearly no time at all. These from free or premium Bookkeeping PowerPoint Templates and Backgrounds are a great choice for a wide variety of presentation needs.

Our Free and Premium PowerPoint Templates are "pre-made" presentation shells. All graphics, typefaces, and colors have been created and are pre-set by an expert graphic designer. You simply insert your text. That's it!

Free vs. Premium Bookkeeping PowerPoint Presentation Templates

PoweredTemplate offers a wide range of free Bookkeeping PowerPoint Presentation Templates. You can find them by filtering by “Free”, from the “Filters” option on the site, on the top left corner of the screen after you search. This content is completely free of charge.

If you download our free Bookkeeping PowerPoint templates as a free user, remember that you need to credit the author by including a credits slide or add an attribution line “Designed by PoweredTemplate”, clearly and visibly, somewhere in your final presentation.

PoweredTemplate also offers premium PowerPoint templates, which are available only to Premium users. There is no difference in product quality between free and premium Bookkeeping PowerPoint Presentation Templates.

Best Bookkeeping PowerPoint Templates

Are you looking for professionally designed, pre-formatted Bookkeeping PowerPoint templates so you can quickly create presentations? You've come to the right place - PoweredTemplate has created these templates with professionals in mind. At PoweredTemplates, we understand how busy you are and how you love to save time.

That's why we've created a set of PowerPoint design templates with a Bookkeeping theme. These Bookkeeping PowerPoint templates are a great choice for a wide variety of presentation needs. Spend your time wisely - download the Bookkeeping PowerPoint Templates today.

Bookkeeping PowerPoint Presentation Themes FAQ

What are bookkeeping powerpoint templates.

A PowerPoint template is a pattern or blueprint for your slides that you save as a .pptx or .potx file.

All the Bookkeeping PowerPoint templates are natively built in PowerPoint, using placeholders on the slide master, color palettes, and other features in PowerPoint, and can contain layouts, theme colors, theme fonts, theme effects, background styles, and even content (according to Microsoft Office).

How to choose Bookkeeping PowerPoint templates for presentations?

Choose after carefully studying the template features and viewing the big preview images. All the product information is on the product page in the description and a list of the features can be found in the horizontal scrolling bar under the Download button. You may download a few free templates before making the final decision.

Who are Bookkeeping PowerPoint templates suitable for?

Why do i need bookkeeping powerpoint templates.

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Bookkeeping PowerPoint Template

The free Bookkeeping PowerPoint Template has an orange background with a symbolic background image of the accountant. Therefore, the template is suitable for presentations about the accounting, balance sheet, financial analysis, etc. This template can be used by accountants, financial managers, teachers and students. Finally, its background makes it the perfect background for a presentation about the accounting in SMEs. If you want to make a beautiful presentation with a professional look, this is the right PPT background for you. There are also other templates that you can find in our Business and Finance Category . You can also find similar backgrounds by browsing through labels such as accounting , finance and money .

How to Use Bookkeeping PPT Background?

Now you can pick whether to easily add an interesting background to your current presentation or get our PowerPoint template. If you’re starting to make a new presentation, our PowerPoint templates are here to help. This template is designed to be really easy to use and will make your experience super smooth.

If you like this free widescreen PowerPoint template you can share your thoughts by replying below this post. Do not forget to follow us on social networks where you can get links to exclusive stories and templates. Visit our Facebook , Twitter , Instagram and Pinterest profiles and stay tuned to the latest news and trends from the world of presenting.

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Introduction to bookkeeping and accounting 1 slideshare

Bookkeeping and accounting are important financial processes. Dr. Sandeep Kulshrestha has written a book on the topic to introduce readers to the fundamentals of bookkeeping and accounting. The book aims to teach readers about maintaining accurate financial records. Read less

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• 20. Thank You

Free Bookkeeping PowerPoint Templates

Finance Management PowerPoint Template

Free finance management PowerPoint template helps in giving monetary briefing. Financial management for Yourself is something not taught by most institutes, but it is an issue that everyone has to deal with throughout their lives. Use the free Finance management PowerPoint template to show how to manage your own finances. Every 6 out of 10 …

Free Bookkeeping PowerPoint Templates are the collection of business strategies and keeping the record of sales and purchases of a business day. Under this section, you will find the templates crafted on the topics of bookkeeping, recording the detail of sale purchase or daily revenue. The business PPT presentations’ designs for backgrounds can easily be chosen to illustrate the strategy and record keeping. You can freely download these template designs for utilizing them in slides. These designs are modern and compatible with the latest versions of PowerPoint.

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Bookkeeping Basics

This course is part of Intuit Academy Bookkeeping Professional Certificate

Instructor: Intuit Academy Team

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Beginner level

No previous bookkeeping or accounting experience required.

What you'll learn

Define accounting and the concepts of accounting measurement.

Explain the role of a bookkeeper and common bookkeeping tasks and responsibilities.

Summarize the double entry accounting method.

Explain the ethical and social responsibilities of bookkeepers in ensuring the integrity of financial information.

Skills you'll gain

• Double-Entry Bookkeeping System
• Basis Of Accounting
• Creating Financial Statements
• accounting software
• Accounting Cycle

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There are 4 modules in this course

This is the first course in a series of four that will give you the skills needed to start your career in bookkeeping. If you have a passion for helping clients solve problems, this course is for you. In this course, you will be introduced to the role of a bookkeeper and learn what bookkeeping professionals do every day. You will dive into the accounting concepts and terms that will provide the foundation for the next three courses. You will learn how to work your way through the accounting cycle and be able to read and produce key financial statements.

By the end of this course, you will be able to: -Define accounting and the concepts of accounting measurement -Explain the role of a bookkeeper and common bookkeeping tasks and responsibilities -Summarize the double entry accounting method -Explain the ethical and social responsibilities of bookkeepers in ensuring the integrity of financial information. No previous bookkeeping or accounting experience required.

Accounting Concepts and Measurement

In this module, you'll be introduced to the role of a bookkeeper and gain an understanding of how to use the accounting equation and double-entry accounting.

What's included

19 videos 3 readings 5 quizzes 6 discussion prompts 5 plugins

19 videos • Total 28 minutes

• Welcome to Intuit's Bookkeeping Certification Program • 0 minutes • Preview module
• Welcome to Course 1: Bookkeeping Basics • 2 minutes
• Meet Your Learning Guide • 1 minute
• Introduction to Accounting • 1 minute
• Our Schedule • 0 minutes
• Introduction to the Bookkeeper Role and Learning Objectives • 2 minutes
• How Does a Bookkeeper Contribute to Clients' success? • 2 minutes
• Commercial Break: Career Readiness Resource • 0 minutes
• Commercial Break: Expert Advice • 2 minutes
• Lesson Summary and Wrap-Up • 0 minutes
• Introduction and Learning Objectives • 1 minute
• The Accounting Principle • 2 minutes
• Accounting Equation Summary • 0 minutes
• Next on Bookkeeper Rescue • 0 minutes
• Double Entry Accounting Introduction and Overview • 1 minute
• Double Entry Accounting • 0 minutes
• Account Types • 1 minute
• Recapping Journal Entries • 0 minutes
• A Pro's Perspective on Debits and Credits • 2 minutes

3 readings • Total 15 minutes

• Welcome Reading Bookkeeping Basics • 5 minutes
• Four Key Elements of Bookkeeping Ethics • 5 minutes
• Understanding Accounting Terminology • 5 minutes

5 quizzes • Total 70 minutes

• Accounting Concepts and Measurement Assessment • 40 minutes
• Welcome Practice Quiz • 2 minutes
• Role of a Bookkeeper Practice Quiz • 6 minutes
• Accounting Equation Practice Quiz • 8 minutes
• Double-Entry Accounting Practice Quiz • 14 minutes

6 discussion prompts • Total 50 minutes

• Meet and Greet • 5 minutes
• Reflect on Your Goals • 5 minutes
• Research Activity: Types of Businesses You Could Work For • 20 minutes
• Reflection: How would you respond? • 10 minutes
• Role of Bookkeeper Discussion • 5 minutes
• End of The Accounting Equation Discussion • 5 minutes

5 plugins • Total 48 minutes

• Professional Certificate Entry Survey • 15 minutes
• Lou's Dilemma: Ethical and Social Responsibilities of a Bookkeeper • 15 minutes
• The Accounting Equation • 5 minutes
• You Try It: The Accounting Equation in Action • 10 minutes
• You Try It: Use a T-Chart • 3 minutes

The Accounting Cycle (Part 1)

In this module, you will learn about the accounting cycle and how bookkeepers use the general journal and general ledger to record and keep track of business transactions.

14 videos 4 quizzes 3 discussion prompts 8 plugins

14 videos • Total 36 minutes

• Introduction to Working with the General Journal and General Ledger (Part 1) • 1 minute • Preview module
• Chart of Accounts • 3 minutes
• General Ledger Summary • 0 minutes
• Introduction to Working with the General Journal and General Ledger (Part 2) • 0 minutes
• Overview of Accounting Software • 0 minutes
• Transaction Examples • 1 minute
• Creating a Journal • 4 minutes
• Running Reports • 0 minutes
• Introducing the Accounting Cycle • 5 minutes
• Step 1 - Collect and Analyze Transactions • 2 minutes
• Step 2 - Posting Transactions to the General Ledger • 1 minute
• Step 3 - Preparing an Unadjusted Trial Balance • 3 minutes
• Step 4 - Preparing Adjusting Entries at the End of a Period • 2 minutes
• Step 5: Preparing an Adjusted Trial Balance • 5 minutes

4 quizzes • Total 66 minutes

• Accounting Cycle (Part 1) Assessment • 40 minutes
• General Ledger Practice Quiz • 10 minutes
• Journal Entries Practice Quiz • 10 minutes
• Accounting Cycle Practice Quiz • 6 minutes

3 discussion prompts • Total 15 minutes

• Details, Details, Details • 5 minutes
• Reflecting on the General Ledger • 5 minutes
• Accounting Cycle • 5 minutes

8 plugins • Total 110 minutes

• You Try It: Posting to the General Ledger • 15 minutes
• You Try It: Calculate Account Balance • 15 minutes
• You Try It: Review a Chart of Accounts • 5 minutes
• You Try It: Create a Journal Entry • 15 minutes
• You Try It: Analyzing Transactions • 15 minutes
• You Try It: Create an Unadjusted Trial Balance • 15 minutes
• Step 6: Preparing Financial Statements • 15 minutes
• You Try It: Match The Accounting Cycle • 15 minutes

The Accounting Cycle (Part 2)

In this module, you will learn how bookkeepers using accounting software to record transactions. You will also further your understanding of the accounting cycle by learning how to create trail balances and produce financial statemnets.

22 videos 4 quizzes 2 discussion prompts 11 plugins

22 videos • Total 45 minutes

• Introduction Learning Objectives • 0 minutes • Preview module
• Sales Receipts • 2 minutes
• Sales Receipt vs Invoice • 2 minutes
• Lou Received a Check - Entering a Bank Deposit • 2 minutes
• Lou Writes a Check - Paying a Check to a Vendor • 2 minutes
• Lou Gives a Credit • 3 minutes
• Processing Transactions with QuickBooks Online Summary • 0 minutes
• Intro and Objectives • 1 minute
• Expert Advice: Adjusting Entries • 0 minutes
• Creating an Adjusted Trial Balance • 1 minute
• Financial Statements and Closing the Books • 0 minutes
• Expert Advice: Closing the Books • 5 minutes
• Introduction and Balance Sheet Overview • 1 minute
• QuickBooks Online Demo: The Balance Sheet • 2 minutes
• How to Read a Balance Sheet • 7 minutes
• Income Statement Overview • 0 minutes
• QuickBooks Online Demo: The Profit and Loss Statement • 2 minutes
• Expert Advice: Explaining the Income Statement to a Client • 1 minute
• Statement of Equity Overview • 1 minute
• Cash Flow Statement Overview • 2 minutes
• How These Statements Work Together • 0 minutes
• Wrapping Up with Lou • 0 minutes

4 quizzes • Total 62 minutes

• Accounting Cycle (Part 2) Assessment • 40 minutes
• Transactions Practice Quiz • 6 minutes
• Adjustments Practice Quiz • 6 minutes
• Four Core Financial Statements Practice Quiz • 10 minutes

2 discussion prompts • Total 10 minutes

• What would you say to Lou? • 5 minutes
• Reflect on Your Learning • 5 minutes

11 plugins • Total 165 minutes

• Sales Receipt Practice • 15 minutes
• Entering Deposits Simulation • 15 minutes
• Vendor Checks Simulation • 15 minutes
• Credit Memo Simulation • 15 minutes
• Preparing Adjusting Entries • 15 minutes
• You Try It: Create an Adjusted Trial Balance • 15 minutes
• Create Lou's Balance Sheet • 15 minutes
• How to Use an Income Statement • 15 minutes
• You Try It: Read the Income Statement • 15 minutes
• You Try It: Fill in the Statement of Equity • 15 minutes
• You Try It: Analyze the Statement of Cash Flow • 15 minutes

Accounting Principles and Practices

In this final module for Course 1, you will gain an understanding of key accounting assumptions and principles and learn about the different types of accounting methods bookkeepers use.

16 videos 2 readings 5 quizzes 4 discussion prompts 2 plugins

16 videos • Total 47 minutes

• You're Invited to Bianca's Bookkeeping Bootcamp! • 0 minutes • Preview module
• Bootcamp Welcome • 0 minutes
• Introduction to Key Assumptions of Accounting and Reporting • 0 minutes
• Expert Advice on Key Assumptions • 1 minute
• Job Readiness Commercial • 0 minutes
• Introduction to the Periodicity Assumption and Learning Objectives • 0 minutes
• Overview of the Periodicity Assumptions and Its Significance • 3 minutes
• Overview of the Revenue Recognition Principle and Example • 8 minutes
• Overview of the Matching Principle and Example • 11 minutes
• Lesson Summary and Wrap • 0 minutes
• Introduction and Objectives • 0 minutes
• Cash-Basis Accounting • 5 minutes
• Accrual Method of Accounting • 3 minutes
• Hybrid Accounting • 5 minutes
• Accounting Methods in QuickBooks Online • 3 minutes

2 readings • Total 70 minutes

• Bookkeeping Basics Case Study • 60 minutes
• Take the Intuit Academy Bookkeeping exam • 10 minutes

5 quizzes • Total 69 minutes

• Bookkeeping Basics Case Study Quiz • 30 minutes
• Key Assumptions Part 1 Practice Quiz • 8 minutes
• Key Assumptions Part 2 Practice Quiz • 10 minutes
• Periodicity Assumption Practice Quiz • 15 minutes
• Accrual vs Cash-Basis Practice Quiz • 6 minutes

4 discussion prompts • Total 45 minutes

• Discussing Key Assumptions • 5 minutes
• Key Assumptions Discussion • 10 minutes
• Reflect on the Periodicity Assumption • 20 minutes
• Reflect on Accounting Methods • 10 minutes

2 plugins • Total 30 minutes

• Key Assumptions of Financial Accounting and Reporting (Part 1) • 15 minutes
• More Key Assumptions • 15 minutes

Instructor ratings

We asked all learners to give feedback on our instructors based on the quality of their teaching style.

As a global technology platform, Intuit's vision is to build the world’s largest professional network that gives tax, bookkeeping, and financial experts confidence and empowers them with intelligent tools and development paths to provide an exceptional experience to our customers and make them successful in their financial lives.

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Learner reviews

Showing 3 of 4793

4,793 reviews

Reviewed on Oct 8, 2022

very good introductory course. It really helped me understand the basics of bookkeeping. I wish there were more examples and practice questions (with more detailed explanation on the case)

Reviewed on Feb 18, 2023

Very instructional, especially for a beginner! Sometimes it would be hard to follow- the screen a bit fuzzy, and some people's voices were a lot quieter than others. Good information- okay format.

Reviewed on May 28, 2022

I got stuck at the end. When adding all of the debits I had to choose the multiple choice that was closest rounding down. all of my ither answers were correct based off of my journal entry.

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