Certificate Course

Budgeting and Forecasting for Small Business


DMA™ - Accounting Services Specialist


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


Course Content

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

Student Experience

The course provided excellent content, was well planned out and presented. The case studies were very useful and I thoroughly enjoyed completing them as I could relate this information to the client quite clearly. The exam was very well thought out. Everything I learned can be applied in my work environment.

—Karen S., SK


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. This course is designed to teach you how to use the information within bookkeeping systems to assist business owners and their advisors to make business decisions.

What You'll Learn

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

What’s Included

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Marking Guide

Case Studies
Final Exam
Passing Grade
Honours Achievement

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.


Learn Your Way

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Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.


Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.


Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.