Accounting Weekly, Monthly, Quarterly and Annuals Responsibilities

Course Description

The scope of a bookkeeper's duties depends on the size of the company and the number and complexity of its transactions. Most bookkeepers work for smaller companies that don't have an accountant on staff. Large organizations may employ bookkeepers to work under the direction of accountants. Unlike accountants, bookkeepers don't usually need an accounting or other business degree to gain employment.

The Bookkeeper is responsible for processing a company's business transactions. Bookkeepers are expected to be accurate, efficient, and knowledgeable about debits and credits as well as understand their role in their daily, weekly, monthly, quarterly, and annual processing of all financial transactions. A bookkeeper plays a vital role in a business by recording and maintaining its financial records.

It is critical for bookkeepers to have a strong understanding of tasks and timelines to ensure their organization's records are properly maintained. This online CPE course provides an in-depth outline of responsibilities that include all aspects of daily, weekly, monthly, quarterly and annual tasks.

This online CPE webinar by Lynn Fountain is focused on providing the learner with a foundation of knowledge to prepare for the many job responsibilities that will come the way of a typical bookkeeper. As the bookkeeping profession continues to expand and evolve, bookkeepers are often the accounting “go-to” people for companies.

This CPE course provides a view of responsibilities that should be examined during each period.

Major topics covered in this online Accounting CPE webinar:

• Daily tasks of bookkeepers
• Weekly tasks of bookkeepers
• Monthly tasks of bookkeepers
• Quarterly tasks of bookkeepers
• Annual tasks for bookkeepers

Here is the link of your interests: Accounting Courses 

Learning Objectives

To explore duties the bookkeeper should be involved with on a daily basis including:

• Cash reporting
• Maintaining documents

To explore duties the bookkeeper should be involved with on a weekly basis including:

• Record transactions
• Document and file receipts
• Review unpaid bills
• Prepare and send invoices
• Pay vendors
• Review projected cash flow

To explore duties the bookkeeper should be involved with on a monthly basis including:

• Balance bank account
• Review past due receivables
• Analyze inventory
• Process payroll
• Review actual profit and loss vs. budget
• Review month end balance sheet vs. prior period

To explore duties the bookkeeper should be involved with on a quarterly basis including:

• File estimated quarterly tax
• Review sales tax and make payments
• Review quarterly payroll reports
• Prepare annual profit and loss estimate

To explore duties the bookkeeper should be involved with on an annual basis including:

• Review past due receivables
• Review inventory
• Complete IRS forms
• Prepare year-end financial reports and tax returns

Recommended For

• This online CPE webinar is recommended for CPAs, Bookkeepers, Accoutning professionals, Accounting Students, Entrepreneurs, and Business Owners who do their own bookkeeping.

Who Should Attend?

Webinar Qualifies For

• 2 General Credit for Accountant/Bookeeper
• 2 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
• 2 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
• 2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
• 2 CPE Credit for Internal Audit Practitioner (IAP)
• 2 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
• 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
• 2 CE Credit for Certified Wealth Strategist (CWS)
• 2 CPD Credit of Financial Reporting for Accredited in Business Valuation (ABV)
• 2 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
• 2 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
• 2 CPE Credit for Certified Government Financial Manager (CGFM)
• 2 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
• 2 CPD Credit for CA - ICAEW
• 2 PL Credit for Chartered Financial Analyst (CFA)
• 2 CPD Credit for Chartered Certified Accountants (ACCA)
• 2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
• 2 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
• 2 CRE Credit of Financial accounting concepts for Certified Corporate FP&A Professional (FPAC)
• 2 CPD Credit for Chartered Accountants - Ireland (CAI)
• 2 CPD Credit for Chartered Accountants - Scotland
• 2 CPD Credit for CPA - Ireland

FAQs content