Managerial Accounting and Budgeting

Knowledge Bureau Certificate Courses

Categories: Bookkeeping and Accounting

Your Instructors: Jenifer Bartman

PROGRAM: Bookkeeping Services Specialist

It is one thing to properly keep books, using a double entry system. It is quite another to use that financial information to enable a business to meet its financial goals and make better management decisions throughout the year. Students who have completed Basic Bookkeeping for Business and others will be delighted with this course, which instructs the student on use of information within bookkeeping systems to assist business owners and their advisors to make business decisions.


This course in the Bookkeeping Services Specialist designation program is the perfect course for professionals in bookkeeping, tax and financial services to gain the skills needed to assist or direct the budgeting process.  This course contains the  references to IFRS and ASPE as well as an updated QuickBooks example.

CERTIFIED SKILLSETS: The student will learn the difference between management and financial accounting. The student will learn the use of information within bookkeeping systems to assist business owners and their advisors to make business decisions.  The student will understand the role and functions of internal and external accountants involved in managerial accounting, how to format account analysis, how to record and analyze transactions around fixed asset acquisitions and dispositions, basic budgeting components, assumptions, forecasts and formats, sales budgeting, cash flow budgeting, the basics of cost accounting, periodic management on a monthly and annual basis featuring Sage 50 and Quickbooks accounting software.

Using online demonstrations linked to topics in each chapter, the student will learn how to use Sage 50 and Quickbooks accounting as a tool for extracting, analyzing, formatting and reporting information to management for making business decisions.

PRACTICE MANAGEMENT THESIS:  Formal Case Study. The student will apply the knowledge gained in the course to prepare a budget for a sample company.



  • Sage 50 software
  • Quickbooks software


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


Related Programs

Master Financial Advisor
Distinguished Financial Advisor

Table of Contents

Chapter 1:
The Role of the Management Accountant
Chapter 2:
Basic Account Analysis
Chapter 3:
Introduction to Cost Accounting
Chapter 4:
Budgeting Basics
Chapter 5:
Fixed Assets
Chapter 6:
The Sales/Production Budget
Chapter 7:
Other Budget Items
Chapter 8:
Cash Flow Budgeting
Chapter 9:
Periodic Management Accounting Functions

What Graduates Say

This one is a challenge but it is a good challenge! The PMT and the final exam really make you work to achieve results that you can be proud of. Ruby K., BC
The course provided excellent content, well planned out and presented. The case studies were very useful, and I thoroughly enjoyed completing them as I could relate this information to client quite clearly. The exam was very well thought out. Everything I learned can be applied in my work environment. Karen S., SK
I liked the course setup and found all information online easily and quickly. I would recommend this to other bookkeepers who work for a large corporation or retail industry. Kim A., BC