Course curriculum
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1
The Basics You Need To Know
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READ ME FIRST: Welcome Message From Kajea
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Join the Slack Community: Connect, Ask, Support
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COMMUNITY RULES & GUIDELINES:
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The Accounting Method
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The Basic of Bookkeeping
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The Basic of Xero
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Different Bookkeeping Services That You Can Offer
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2
In Person Training Activities
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Setting up Account Process
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Fusion LLC
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In Person Training Activity Per Day
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3
Common Bank and Credit Card Transactions and Their Treatment
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Common Bank and Credit Card Transactions and Their Treatment
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Common Software Expenses
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Common Meals and Entertainment Expenses
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Common Advertising Expenses
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Common Travel Expenses
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Understanding PayPal Transactions and Their Treatment
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Understanding Stripe Transactions and Their Treatment
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4
Fussion LLC Tutorial Video (January 2024 ONLY)
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Meet Fusion LLC
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STEP 1: Request the necessary company information
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STEP 2: Request the Necessary Documents to Get Started
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STEP 3: Check the Source Documents and Take Notes
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STEP 4: Create and Setup Fusion LLC Xero Account
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STEP 5: ADDING CURRENCY
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STEP 6: Adding Banks, Credit Cards and Payment Gateways
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STEP 7: Upload Bank, Credit Cards and Payment Gateways Transactions
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STEP 8: Checking Xero Bank Balances Vs. Source Documents (Bank Statements)
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STEP 9: Upload Sales Invoices
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STEP 10: Upload Bills and Expenses Receipts
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STEP 11: Do The Bank Categorization
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STEP 12: Create The Query Sheet For Your Client
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STEP 13: Do The Bank Reconciliation
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STEP 14: Review Your Report and Revise if Needed
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Cheat Sheet: January to April 2024 Only
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Review Your Own Report Here
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5
Fusion LLC Case Continuation – May to December 2024
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The Final Stretch!
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6
Make It Official: Resume, Profile & Proof You Can Do the Wor
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Tips in Crafting Your Resume
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Creating Your Upwork Account
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Create or Optimize Your OLJ Account
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