Monthly, Quarterly, and Annual Bookkeeping

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Monthly, Quarterly, and Annual Bookkeeping

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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