The bookkeeping training lasts six weeks. The full learning and support period is about eight weeks. Weeks 1 to 6 each have recorded lessons and a practical assignment.
Week 1: Bookkeeping foundations
- What a US bookkeeper does
- Debits, credits, and journal entries
- Chart of accounts
- Live session: Chart of accounts build-off
- Assignment: Journal entries, a trial balance, and a chart of accounts cleanup
Week 2: QuickBooks Online
- QuickBooks Online setup and navigation
- Bank feeds, bank rules, and categorizing
- Accounts receivable
- Live session: The shoebox challenge
- Assignment: Set up the client and complete February bookkeeping in QuickBooks Online
Week 3: Payables and reconciliations
- Accounts payable
- Bank reconciliation
- Credit card reconciliation
- Live session: Find the difference
- Assignment: Accounts payable, bank, and credit card reconciliations
Week 4: Assets, loans, and adjustments
- Fixed assets and depreciation
- Amortization, prepaid expenses, and accruals
- Loan accounts
- Live session: Schedule lab
- Assignment: Depreciation, amortization, and loan schedules
- Quiz and mid-course test covering weeks 1 to 4
Week 5: Xero and merchant apps
- Xero from start to finish
- Stripe
- PayPal and reconciling merchant payouts
- Live session: Messy e-commerce month
- Assignment: Xero bookkeeping, plus Stripe and PayPal reconciliation
Week 6: Month-end close and career
- Month-end close and financial reports
- Real-world practice: cleanup and catch-up
- Job sites, applications, and using AI
- Live session: Capstone presentations and mock interviews
- Capstone: Close the client's first-quarter books and present the results
- Final test covering all modules
Week 7: Catch-up
- Time to finish outstanding assignments from weeks 1 to 6
- No new lessons are added this week
Week 8: Mentorship
- Mentorship on the bookkeeping work and professional readiness
- Guidance on applying the skills. Mentorship does not guarantee employment, clients, or income
Each assignment builds the same client's first-quarter books. Students close the books in week 6, use week 7 to catch up on outstanding assignments, and use week 8 for mentorship. A certificate is awarded with an overall score of 70% or more and a submitted capstone. Course materials and recorded lessons stay available through the course and for one month after it ends.
