Financial Results, Inc. 
  "The Small Business Accounting and Software Training Experts"

Celebrating our 21st Year in Operations!


Full Charge Accounting Training For Small Businesses

Training of small business bookkeepers to complete common accounting tasks: invoicing, receivables, collections, payables, credit cards, payroll, monthly bank account reconciliation and running monthly reports.
We can teach anyone with a positive attitude and who is willing to learn, how to become an efficient small business full charge bookkeeping.  

Key Benefits 

  • Save 25%- to 50% time on completing accounting tasks
  • Increase confidence to allow staff to work more independently with minimal supervision

Training Topics 

“Accounting & Administration Made Easy” Training Topics:  

Ø      Organized Office Model - “How to Efficiently Run An Accounting Office”, “Systems Working Together Obtain Efficient Results.”      

§         High Level Objectives “Financial Results” Full Charge Accounting Approach 

§         5 Tab Accounting Procedures Binder

§         8 Tab Reporting Binder

§         Practice using A&AME Custom Tools To Assist In Implementing Model

§         Items to Complete the First Week On The Job

§         Explanation of the Training Systems Index & Symbols

§         Review Questions and Quiz  

Ø      “5 Tab Accounting Binder” approach

§         Daily Task list

§         Deadlines & Reminders list

§         Procedures Document

§         Monthly Close Check Off list

§         Satisfaction Survey

§         Review Questions and Quiz  

Ø      “8 Tab Reporting Binder” Approach

§         Cushion – Cash, A/R & A/P Reports

§         Open Invoices

§         Sales Reports

§         Chart of Accounts

§         Balance Sheet

§         Income Statement

§         Budget Overview

§         Budget vs. Actual Reports & High Level Variance Analysis

§         Review Questions and Quiz

  Ø      Basic Accounting Review, Standards and General Information

§         Overview and Practice Using A&AME Custom Tools

§         Accounting Made Easy 6 Step Approach

§         Accounting Objectives Key Focus

§         5 Tips for Using Any Accounting Software Program Efficiently

§         Six Tasks Maintained By All Competent Accounting Managers

§         QuickStart Accounting Practices Supporting An Efficiency Run Office

§         Review Questions and Quiz

Ø      Accounts Payable

§         FRI’s Accounts Payable Management System (A/P in the Pipe)

§         Setting up Vendors

§         Processing Bills and Printing Checks

§         FRI’s Printing and Assembling Checks For Signing Process

§         Filing Accounts Payable

§         FRI’s Standard Process of Handling Vendor Inquiries

§         Creating Accounts Payable Reports

§         Processing Credit Card Statements

§         Preparing 1099 Forms

§         Software Questions Related To Improving Accounts Payable Efficiency

§         Review Questions and Quiz

Ø      Accounts Receivable

§         FRI’s Accounts Receivable Management System (ARMS)

§         Setting up Customers

§         Setting up Sales Items

§         Creating Invoices

§         Timely Invoicing

§         Receiving Payments and Making Deposits

§         Printing Deposit Summaries

§         Filing Accounts Receivable

§         FRI’s Standard Collections Process

§         Software Questions Related To Improving Accounts Receivable Efficiency

§         Review Questions and Quiz

Ø      Bank & Account Reconciliation

§         FRI’s Completing Monthly Bank Account Reconciliations

§         FRI’s “Monthly Close Check Off” list approach

§         Reconciling Bank Accounts in the Accounting System

§         Preparing Bank Reconciliations

§         Software Questions Related To Improving Bank Reconciliation Efficiency

§         Review Questions and Quiz

Ø      Payroll

§         Logic in Using An Outside Payroll Service

§         Processing Outside Payroll

§         Recording Outside Payroll in Accounting System

§         Software Questions Related To Improving Payroll Processing Efficiency

§         Review Questions and Quiz

Ø      Running Reports, Setting Up Budgets and Researching Transactions

§         Running Reports

§         Printing Reports

§         Filtering Reports

§         Finding Transactions

§         Setting up Budgets

§         Software Questions Related To Improving Reporting Efficiency

Ø      Backing Up the Accounting System

§         Backing Up The Accounting System

§         Review Questions and Quiz

Ø      Review Questions and Certification Examination

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Email us your questions or contact us of a "Free" needs assessment. 


Full Charge Bookkeeping Services
Full Charge Bookkeeper Training
Software Installation and Customization 

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Thank you for contacting Financial Results, Inc.


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