Bookkeeping for Small Businesses

Knowledge Bureau Certificate Courses

Categories: Bookkeeping and Accounting

Your Instructors: Evelyn Jacks, Marcia Elaschuk

PROGRAM: Bookkeeping Services Specialist, Business Services Specialist

This first course in the Bookkeeping Services Specialist designation program is the perfect course for professionals in the bookkeeping tax and financial services who wish to train their own administrative staff to prepare company books, or train staff to prepare books for others. It is an excellent course for those bookkeepers who may know how to run software, but have not taken a theoretical accounting course.

What’s New: Quickbooks online is introduced as a practice management tool throughout this course.


The student will have a sound working knowledge on how to set up a CRA-compliant bookkeeping system for a small business; how to analyze transactions and report these within the accounting cycle in a double-entry bookkeeping system using accounting software, and then present financial statements to the accountant for tax preparation and review. The student will also gain an understanding and appreciation of the professional and ethical requirements of a bookkeeper.

CERTIFIED SKILLSETS: The ability to analyze and report transactions requires a knowledge of GAAP; an expert understanding of the accounting equation, T accounts, debits and credits; a basic understanding of the tax structure imposed on businesses; a sound ethical compass; expert organizational skills; the ability to seek out and correct accounting errors and inconsistencies; expert data entry skills; the ability to research unknowns; and a sound understanding of financial statements.

WHY IS THIS ISSUE ESPECIALLY TIMELY? Every organization that is accountable for stewardship of resources must depend on qualified professionals to manage and provide financial data, ensure tax compliance, and assist with day-to-day business decisions. These ground-level professionals must be able to expertly analyze day-to-day transactions to record them properly into manual and computerized accounting packages.



Quizzes 25%
Case Studies 50%
Final Exam 25%
Passing Grade 60%
Honours Achievement 90%


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Table of Contents

Chapter 1:
The Roles and Responsibilities of the Bookkeeper
Chapter 2:
Types of Organizations, Fiscal Periods and Accounting Cycles
Chapter 3:
Types of Accounts and the Basic Accounting Equation
Chapter 4:
Chart of Accounts, General Ledger, Trial Balance & Special Accounts
Chapter 5:
Journals, Registers and Ledgers - I
Chapter 6:
Journals, Registers and Ledgers - II
Chapter 7:
Fundamental Cash-basis Accounting
Chapter 8:
Fundamentals of Accrual Accounting
Chapter 9:
Period-end Procedures
Chapter 10:
Documentation, File Maintenance & Due Dates
Chapter 11:
Payroll—an Introduction

What Graduates Say

The course was very clear and covered all the basics. . .what I liked best is working on my own time and speed. Debra M., Alberta
Having successfully completed financial accounting courses in my Business Administration program, I did not feel that the Basic Bookkeeping course would cover any new topics I did not already know, but I was wrong. This is a great refresher course or foundation course for anyone wanting to enter into this field. This online learning environment allows you to work at your own pace, the website is easy to navigate, and the online support is quick to respond and effective. I can’t wait to dive into the 2nd of my 6 courses required for my bookkeeping designation. Thank you for your call today, and support, it was very nice to be acknowledged for my accomplishments. Not only is the the Knowledge Bureau a great learning institute, but also a top-notch service provider, the staff go out of their way. Dawn S., BC
Awesome course. I have been doing bookkeeping for 23 years and it was a great refresher course, reminded me of things I had forgotten or steps it took. It's been a long time since I have done manual accounting and it was great to do it again and remember all the steps! Cynthia K., AB
I just loved this course! Every single component of this course was EXACTLY what I was looking for: totally specific to bookkeeping, all practical, all Canadian. I also really appreciated the EverGreen Explanatory Notes because of the real-life examples and all the very relevant information directly from the source. I just can't say enough about how much I enjoyed this course. I have never taken a better course than this one. I am passionate about my work and I am really looking forward to my next course. Thank you so much!! Sandy W., BC