Course curriculum

  • 1

    START HERE

    • Welcome to Kajea's Keepers Keeping
  • 2

    MODULE 1: Get The Picture

    • Is Bookkeeping Right For YOU?

    • What is bookkeeping and Why Clients Needs Us

    • What does a bookkeeper actually do?

    • Services A Bookkeeper Can Offer

    • Module Resources
  • 3

    MODULE 2: The Basic of Bookkeeping

    • The Basic of Bookkeeping

    • Accounting Methods

    • Chart of Accounts

    • Common Bank Transactions and Their Treatment

    • Module Resources
  • 4

    MODULE 3: Know The Ropes, Learn The Ropes

    • How to Create Your Client XERO Account

    • How To Upload Chart of Accounts

    • How To Add Bank Accounts

    • How To Add Currency

    • How To Add Contacts

    • How To Add Product and Services

    • How To Add Tax Rates

    • How To Upload Bank Transactions

    • Sales Invoice and Statements

    • Quotation in XERO

    • Bills and Purchase Order

    • Bills and Credit Notes Allocation

    • Bank Reconciliation

    • How To Enter Conversion Balances

    • How to Create Manual Journals

    • How To Create Bank Rules

    • Cash Coding In XERO

    • Find and Recode

    • How to Run Payroll in XERO

    • Sending Queries

    • Module Resources
  • 5

    MODULE 4: Cut The Mustard

    • Case Sample No. 1

    • The Process

    • Setting Up The Account

    • Uploading Bank Transactions

    • Recording Sales and Expenses

    • The Reconcilation

    • The Queries

    • The Review Process - Profit and Loss

    • The Review Process - Balance Sheet

    • Sending Reports

    • Cheat Sheet Case 1 (Open Only When Needed)

    • Module Resources
  • 6

    MODULE 5: Spill The Beans

    • Effective Way of Bookkeeping

    • The Package

    • The Contract

    • Client Onboarding

    • Organizing Client Files

    • Module Resources
  • 7

    MODULE 6: Get Your Head Around Something

    • Create The Perfect Freelance Profile

    • Creating Your Freelancer Profile (How To)

    • Preparing a Fascinating Resume and Cover Letter

    • Ace The Interview and Get Hired

    • Module Resources
  • 8

    MODULE 7: Knows Something Backwards and Forwards

    • Common Software a Bookkeeper Should Know

    • Dext

    • A2x

    • Inventory Lab

    • Lastpass

    • Shopify And Amazon (Drop shipping and e-Commerce)
  • 9

    MODULE 8: Hook, Line and Sinker

    • Sample Case 2 (e-Commerce)

    • Case 2 Notes and Tricks

    • Case 2 Cheat Sheet

    • Sample Case 3 - Sales of Goods

    • Case 3 Cheat Sheet (Please open only if needed)

    • Sample Case 4: Service Industry

    • Case 4 Cheat Sheet (Please open only if needed)
  • 10

    Module 9: Manual Bookkeeping

    • Common Keyboard and Excel Formulas

    • Manual Bookkeeping Sample Case

    • The Google Sheet Manual Bookkeeping Template Walkthrough

    • The Ledger

    • Payment Gateways and Credit Cards

    • Sales and Expenses

    • The Reconciliation Process

    • Checking Trial Balance

    • Checking Balance Sheet and Profit and Loss

    • Module Resources
  • 11

    MODULE 10: Step Up Your Game

    • Be XERO Certified

    • Let's Communicate Through Slack

    • Google Forms
  • 12

    Live Call Recording

    • October 1, 2021

    • October 15,2021

    • November 5, 2021

    • November 18, 2921

    • December 10, 2021

    • January 7, 2022

    • January 21, 2022

    • March 18, 2022

    • June 9, 2022

    • July 29, 2022

    • September 9, 2022

    • December 16, 2022

    • First-Ever Live Q&A and Catch-Up Call!
  • 13

    Frequently Asked Questions

    • Application Stage

    • Chart of Accounts

    • Reports

    • FAQ-Process using Xero

    • Invoice and Receipt

    • Client