Certificate Course

Bookkeeping for Small Businesses


DFA-Bookkeeping Services Specialist™


This introductory course is ideal 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 bookkeepers who may know how to operate the software, but have not taken a theoretical accounting course.

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Every organization that is accountable for the 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 professionals are experts at analyzing day-to-day transactions and recording them properly into manual and computerized accounting packages.

What You'll Learn

You will gain a sound working knowledge of 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. You'll also gain an understanding and appreciation for the professional and ethical requirements of a bookkeeper.

As well, you'll acquire the ability to analyze and report transactions that require knowledge of GAAP; an expert understanding of the accounting equation, T accounts, and debits and credits. You'll also have a basic understanding of the tax structure imposed on businesses and achieve a sound ethical compass, expert organizational skill, the ability to seek out and correct accounting errors and inconsistencies, expert data entry skills, and a sound understanding of financial statements.

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

Student Experience

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. The 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 second of my six 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 Knowledge Bureau a great learning institute, but also a top-notch service provider, the staff go out of their way.

—Dawn S., BC

Course Content

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

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.

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