Posted on April 19, 2017April 18, 2017 by Steve Slisar

Why Your Business Needs a Bookkeeping Procedures Manual

Documenting procedures helps keep your bookkeeping up to speed

bookkeeping procedures manual rescue bookkeeping work — **Rescue bookkeeping is not ideal – it’s often expensive and shows you’re not in control. A bookkeeping procedures manual will outline what bookkeeping needs to be done, when.**

IN A PREVIOUS POST we talked about how to tell when you need rescue bookkeeping, which is basically when a business is behind on its bookkeeping by three months or more and the deadline is looming to lodge their activity statements.

Rescue bookkeeping work costs more than having your bookkeeping taken care of regularly, because it’s often messy and there are no procedures in place to manage the bookkeeping efficiently.

What’s a bookkeeping procedures manual?

A bookkeeping procedures manual clearly identifies the regular tasks and activities your bookkeeper needs to take each week, fortnight, month or quarter to ensure your bookkeeping is kept up-to-date. This not only gives you the peace of mind that your bookkeeper is staying on top of your books, but it also helps you to understand what’s going on with your business.

If you require regular P&L statements or balance sheets, having a procedures manual to clearly outline how frequently they’ll be created helps you to stay on top of your business’ financials.

A typical procedures manual will include:

Simple steps that are easy-to-understand and succinct
Tasks are written up in a step-by-step style, so they can be followed logically
References, links or examples are included to help readers understand
Contain a number of formats — written steps, flow charts or checklists.

Rather than leaving your bookkeeping to the last minute, so you’re always operating your business in dark, organise to have bookkeeper create a procedures manual to regularly take care of your business’s bookkeeping.

We Can Help You Find a Good Local Bookkeeper

find a local bookkeeper

We have bookkeepers, BAS agents and accountants located across Australia, available to help businesses in need of rescue bookkeeping work. Visit our online bookkeeping directory, National Bookkeeping, to find a suitable and experienced person available to work in your area, or able to work anywhere in the cloud. Alternatively, if you are a bookkeeper looking to expand your client list or find contract work, you can register and become part of our network for free.

Go to National Bookkeeping for more information, to see our rates or to request a quote.

Online bookkeeping accounting training courses for CPD points

EzyLearn Excel, MYOB and Xero online training courses count towards Continuing Professional Development (CPD) for bookkeepers and accountants. We’ve been an accredited training provider of the Institute of Certified Bookkeepers ever since the organisation started in Australia. Find out how CPD points can be of benefit to you.

Posted on May 22, 2014May 21, 2014 by Steve Slisar

MYOB Training Courses and Small Business Bookkeeping Inductions

Our online MYOB training course is like an induction into the world of bookkeeping.

Our MYOB training courses are more than just training course in software. They also function as a quasi induction to the life of a bookkeeper, in that they train you in the day-to-day processes and procedures of a bookkeeper as well.

Even though you still need to have completed a Certificate IV in bookkeeping to become a registered BAS agent, you can still provide clients with basic bookkeeping services if you’ve done our MYOB training course.

Quizzes and Knowledge Reviews

The MYOB workbooks provided in the training courses contain practical exercises that students can complete to familiarise themselves with the software, which they are then later tested on to through a series of quizzes and knowledge reviews.

By the time you’ve completed our MYOB training course, you’ll be proficient not just in the MYOB software, but also in the day-to-day of a professional bookkeeper.

Some of our previous students are already business owners themselves and our MYOB courses provide them with the necessary skills to take care of the data entry and bookkeeping for their own business.

An Entry Point to Your Home-Based Business

But a good many more of our students also use our MYOB courses as an entry point to starting their own home-based bookkeeping business, providing other businesses with data entry while they’re completing a Cert IV in bookkeeping.

This is a great way to familiarise yourself with the bookkeeping process while you’re still learning, and even help you to network with accountants who could later help you become certified with the Institute of Certified Bookkeepers and supervise your work.

We also offer a Small Business Management Course to help those people thinking of starting a home-based bookkeeping business develop a business plan, carry out marketing activities report on financial activity, and so forth. Currently we’re offering this course for just $897 (for a short time only!).

For information on our courses, visit our website or contact our team.

Posted on September 20, 2024September 20, 2024 by Steve Slisar

Can you help me start a business if I learn Xero?

Running a business is hard.

It’s hard because you have to know most aspects about your business and financial management is a critical one – after all the reason for starting a business is to earn money!

One of the hardest parts I’ve found for bookkeepers and accountants is sales.

Posted on August 12, 2024August 12, 2024 by Steve Slisar

Should we rename Bookkeeping Academy to Office Academy?

The-Career-Academy-for-EzyLearn-Online-MYOB-Xero-QuickBooks-and-Microsoft-Office-and-Excel-Training-39-cropped

The Bookkeeping Academy is a membership program designed to help our graduates get more training and exposure to find work. We have a lot of Bookkeeping course students who want to learn how to use MYOB and Xero but many of our students are looking for office admin and business admin jobs.

One of the biggest differences between Office Admin and Business Admin jobs relates to business finances and strategy.

Business Admin jobs pay more because you perform tasks that relate directly to the profitability of the business. These tasks relate to both the initial strategy and the financial reporting so they consider all aspects of the business.

Our Career Academy include the following services:

Course Refresher – Cheap ongoing course access and support
Bookkeeping Academy membership – online exposure via National Bookkeeping directory
Job Getter – actively help you find a job that suits your skills and experience
Online Affiliate – work with you to earn an online income
EzyLearn Tutor – help students work through our training programs
Remote Contractor – find office admin and business admin work

Bookkeeping Career Academy short courses in MYO, Xero and QuickBooks Online - get certified

When you look at these services do you think we should rename our academy from Bookkeeping to Office Academy?

Discover the courses that give you discounted membership to the Bookkeeping Academy.

If you have an opinion please send a reply email (if you are a subscriber).

Posted on August 7, 2024August 7, 2024 by Steve Slisar

Bunnings receipts (tax invoices) straight to your MYOB Business software

Smart receipts stored in MYOB from Bunnings - Learn MYOB with online courses from EzyLearn

Unless you’re a tradie with a Commercial “PowerPass” account with Bunnings you probably wouldn’t know about their fantastic system of keeping track of all your tax invoices.

It’s actually quite easy to get a PowerPass account and it’s very similar to using Flybuys. You go and buy all the things you need – like I did to erect the garden shed in our Job tracking and Projects case study for the MYOB and Xero Courses – and scan your card when you pay. You get a discount and your tax invoice is recorded in the Bunnings PowerPass system.

Bunnings-forge-partnership-with-Bunnings-for-Smart-Receipts-for-PowerPass-members-MYOB-AccountRight-and-Essentials-Online-Training-Courses-EzyLearn

You just log into the PowerPass admin area and EVERY SINGLE invoice is available to you there!

Xero made a big deal about their Hubdoc purchase and how it was included for all users when they increased their monthly subscriptions by $2 in 2019.

This was the start of what seems to be an ongoing increase in the monthly subscription price for Xero. Xero appears to come across like a money hungry landlord that has you hooked on their software and wants to see how much they can extract from you.

It’s a big job to change accounting programs and like many software publishers Xero need to increase their subscription rate or earn more money by selling addons that they own – or they can charge a per employee rate for payroll services!

If you are starting a new business or switching back to MYOB Business from Xero learn how to use MYOB Business online with us.

If you are looking for work you are best to learn both version of MYOB: AccountRight and MYOB Business. They are available in our MYOB & Xero Bookkeeping Course Bundles.

MYOB Business Complete Training Course

Posted on February 21, 2024February 21, 2024 by Steve Slisar

Business Office Administration Training to find Remote Work

I recently wrote about the Internship opportunities for selected business and office administration training courses – this work can all be done online, remotely working from home.

One of the best things about running an online training business is that we can deliver our courses to the thousands of students who live in remote parts of New South Wales, Victoria and Queensland and the rest of Australia!

Read on to discover how you can up-skill and learn how to become a remote working virtual assistant performing business and office administration work from your own home

Posted on February 5, 2024February 5, 2024 by Steve Slisar

Extra Training with Business Administration Courses

I went into great details 2 years ago about the differences between Office Administration and Business Administration, including how much you can expect to earn.

To cater for students who want to find business administration jobs we created the Online Business Admin Course Combination, which includes

Data Entry and Microsoft Office Courses,
Daily Transaction bookkeeping using Xero and MYOB Courses, and
Courses in Payroll Administration using Xero and MYOB.

The Online Business Admin Course is well priced and includes most of the skills you need to perform the work but you also get access to the FREE Student Inclusions shown here.

Office Administration and Business Administration Complete Training Courses Combined

If you have decided to go all the way with your office and business administration skills and/or want an ongoing resource for your work or business I present to you the Office + Business Administration Certificate Course.

This includes all skill levels from beginners to advanced skills in the leading bookkeeping software programs and Microsoft Office – including the Microsoft Forms bonus course.

Enrol into and complete this course and if you join the Bookkeeping Academy we’ll take you on as an intern!

We’ll create an online profile for you to help you get discovered online and pass on leads for bookkeeping work or tutoring clients.

Posted on December 6, 2023December 6, 2023 by Steve Slisar

Imagine having to re-enter 5 months of MYOB or Xero bookkeeping data!

Authenticate your Xero software using Google Authenticator - online Xero courses

I spent the most part of a day securing some online services recently and it frustrated the #$%@*! out of me. That time could have been spent on something much more productive for a client or the business but it helped me realise something important.

We all need to protect what we have as well as go forth and try to create more.

Posted on November 21, 2023November 21, 2023 by Steve Slisar — 1 Comment

How do you make learning bookkeeping fun? With Jerry Lame!

Learning anything new is a challenge and students approach it in different ways. Some of the things you learn in bookkeeping are very dry and it might be like that in the workplace too! I always find it better to try and have some fun when you’re learning something new and I’ve created a bunch of characters to help in the process.

As a course creator we have flexibility over the topics we cover and I like to use real life experiences that I have gone through myself or learnt about from work colleagues and friends. Here are some examples..

Posted on October 31, 2023October 31, 2023 by Steve Slisar

QuickBooks, MYOB AND Xero Certificate in Bookkeeping Basics Course NOW DISCOUNTED

group-buying-sites-choice-review-discounted-MYOB-training-course

Are you transitioning to a career in accounting and bookkeeping or need to get your head around what bookkeeping work involves? This bookkeeping course is designed for you.

MYOB was once the market leader in Australia but that changed since Xero launched and focused 100% on becoming an online accounting program.

In the background Intuit took over the distribution of their QuickBooks software in Australia (away from Reckon, who now have their own accounting software) and offered QuickBooks Online directly – they also recently purchased Mailchimp!

All of these brands offer online accounting software and you can now learn how to perform the common bookkeeping tasks using all the leading brands.

Posted on August 23, 2023August 23, 2023 by Steve Slisar

Welcome to Bookkeeping Academy Member: Gina Diprose

MYOB and Xero Bookkeeping and Training with Gina in Tasmania - Bookkeeping Courses

I wrote about the Bookkeeping Academy membership a couple weeks ago and how it’s our aim to help our students get discovered for bookkeeping work after they complete their course.

Gina has 10 years experience in every aspect of operating and managing a tourist and caravan park in her home state of Tasmania and she loved the bookkeeping side of the work so much she wants to do it for other businesses.

She learnt how to use Xero and loves how it means she can do the work from anywhere – even Zeehan in Tasmania’s west.

Posted on August 1, 2023October 24, 2023 by Steve Slisar

Compare Bookkeeping Course Providers – Mentor Education Credit Transfer Issues

Mentor-Education-Credit-Transfer-Form-to-a-new-RTO-that-you-might-need-to-pay-extra-for

A Cert IV in Bookkeeping and Accounting is the same as any other Cert IV in Bookkeeping and Accounting, right? Wrong.

One of the biggest issues that ex Mentor Education students face in trying to transfer their credits to another training organisation AND continuing their studies is that EVERY RTO can choose some of their own subjects.

So a Cert IV in Bookkeeping can be different from one RTO and TAFE to another even though they’re the same qualification – does that makes sense. Let me demonstrate.

Posted on July 23, 2023July 23, 2023 by Steve Slisar

FREE Courses for Business Owners/Manager who enrol into MYOB & Xero and Excel Courses

When you already know some basic office admin skills you can improve your career prospects by upskilling and learning more advanced skills. This is something that YOU have control over and can change. When you choose to learn more about Microsoft Office or Bookkeeping and choose a COMPLETE course package you also get access to the FREE Student Inclusions for Business Owners/Managers.

Business Owners is the term we use for students who are running or managing a business and want to systemise their business as well as become more productive by using more software programs.

Posted on July 7, 2023July 14, 2023 by Steve Slisar

Is NDIS Bookkeeping & Care the Next Major Employment Opportunity?

NDIS Bookkeeping and starting a Disability Care Business - Xero, Splose & Hnry vying for NDIS Healthcare business owners - Pricing arrangements & Limits

With $41.9 Billion budgeted to be spend on the NDIS there is little wonder everyone is exploring disability care as either a job opportunity or a business opportunity. It’s not just individuals who are exploring this industry but accounting software and technology firms too.

I wrote about HNRY, the full service accounting software, accountant and bank account for small business owners that only charges a small percentage to cover ALL of these costs but other firms are also appearing to help everyone in the NDIS ecosystem, including Splose.

Posted on May 3, 2023May 3, 2023 by Steve Slisar

Bookkeeping fun? Yeh, nah

failure to lodge penalties how to manage payroll in Excel online training course

I’ve often wondered why EzyLearn has become best know for MYOB & Xero Bookkeeping courses and about the students who need to do a bookkeeping course to find work. It’s not the most exciting of topics really and most students do a MYOB/Xero course because they HAVE TO, not because they want to.

When we we design the outline and case studies for our courses I’ve tried to have some fun with the accounting aspects of a business. I’m not sure about you but the best part of starting a new business is the beginning when everything is new and shiny!

Posted on May 1, 2023May 1, 2023 by Steve Slisar

Business Owners Learn MYOB & Xero with EzyLearn ANSWERS

Many accounts are affected when you pay an employee - Journal Entries - MYOB & Xero Bookkeeping Courses - EzyLearn

Business owners who need to learn how to use MYOB and Xero like the added support that is available if they have a question that relates to their own business.

Unlike Job Seekers who choose MYOB and Xero COMPLETE training courses to learn as much as they can about these bookkeeping programs, Business owners often have questions which relate to things they want to resolve in their business.

Most of the questions students have are solved as they progress through the logical order of the courses we’ve created but sometimes things get a little weird.

Search Results for: bookkeeping business