Accounting Freelancing Essentials With QuickBooks Online, Xero, Excel, G. Sheet, & PowerPoint (Online)

Course Objectives:

By the end of this course, participants will:

• Gain practical skills in QuickBooks Online and Xero, using Excel and PowerPoint for client-based accounting and bookkeeping requirements.
• Practice with sample client datasets to gain confidence in handling real-world scenarios and delivering quality results.
• Be able to set up accounts, record transactions, generate financial reports & more.
• Learn to present financial data professionally for clients from client data.
• Understand freelancing as an accountant or bookkeeper in the different marketplaces.
• Access additional resources and guidance, study materials to expand services more advanced.
• Support also includes Class video recording and related materials.

Who Can Join :

• Aspiring freelance accountants and bookkeepers.

• Accounting students and professionals are transitioning to freelancing.

• Small business owners looking to manage their accounts.

• Corporate Professionals Exploring Freelance Opportunities.

• Tech-Savvy Professionals Interested in Accounting Software Solutions.

Class 1: Fundamentals Summary of Freelancing In Accounting 

Duration: 2 Hours-

Module 1: Introduction to Freelancing and Accounting

1. Overview of freelancing in accounting and bookkeeping.
2. Skills and traits needed for success.
3. Basics of bookkeeping concepts:
   • Chart of Accounts, General Ledger, and Double-entry bookkeeping.
   • The accounting equation and its importance.
4. Key accounting principles:
   • GAAP, Accrual vs. Cash basis accounting.

Module 2: Tools, Platforms, and Market Insights

1. Introduction to QuickBooks Online, Xero.
2. Overview of freelancing platforms (Fiverr, Upwork, LinkedIn, etc.).
3. Market demand for QuickBooks, Xero, and Excel skills.
4. Professional profile and portfolio for client-based.
5. Pricing strategies and understanding client expectations.

Module 3: Practical Accounting Skills and Responsibilities 

1. Understanding accounts and transactions:
   • Chart of Accounts and account types (assets, liabilities, equity, revenue, expenses).
   • Recording transactions (debits, credits, and the double-entry system).
2. Key responsibilities of freelance accountants and bookkeepers.
3. Introduction to client management and scope of work.

Add-Ons:

• Q&A Session: Interactive discussion and queries.
• Task & Assignment:
• Material: Provide study materials and guides that help you understand more deeply.

Class 2-3-4: Excel, Google Sheet & PowerPoint for Accountants

Duration: 4 Hours-

Module 1: Essential Excel Skills for Accountants

1. Overview of Excel Features for Accounting
2. Data Entry & Data Cleaning
• Remove duplicates, Transpose, Find & Replace
• Data Validation (dropdowns), TRIM, CLEAN, PROPER
• Flash Fill
3. Sorting & Filtering
• Custom Sort, Auto Filter, Advanced Filter
• Date and Number filters
4. Date & Time Functions: TODAY(), NOW(), EOMONTH(), DATEDIF(), WEEKDAY(), etc.

Module 2: Advanced Excel Features and Financial Analysis

1. SUM, COUNT, & Basic Math Functions
• SUM(), SUMIF(), SUMIFS(), COUNT(), COUNTIF(), ROUND(), SUBTOTAL()
2. Lookup & Matching
• VLOOKUP(), HLOOKUP(), INDEX() + MATCH(), IFERROR()
3. Logical Functions: IF(), AND(), OR()
4. Conditional Formatting: Duplicates, Value-based, Top/Bottom
5. Pivot Tables & Pivot Charts

Module 3: Google Sheet Function

1. Google Sheets Function (For Freelancing Accounting & Client Management)

Module 4: PowerPoint for Accountants and Excel Integration

1. PowerPoint Basics for Financial Presentations
   • Importance of PowerPoint for accounting data.
   • Structuring slides with tables, charts, and graphs.
2. Integrating Excel with PowerPoint
   • Copying, pasting, and formatting Excel data in PowerPoint.
   • Embedding live Excel charts and linking data for real-time updates.
3. Designing Professional Slides
• Applying design principles for clarity and visual appeal.
• Using SmartArt and templates to enhance presentations.

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 5: QuickBooks Online: Getting Started & Company Setup

Duration: 2 Hours

Module 1: Introduction to QuickBooks Online 

1. Overview of QuickBooks Online
   • What is QuickBooks Online?
   • Key features and benefits for accountants and small businesses.
   • QuickBooks Online vs. Desktop version.

Module 2: QuickBooks Online Account & Company Profile Setup for USA DEMO Company

1. Company Profile Setup
• Entering company details: Name, address, EIN, industry, and business type.
• Customizing business information and preferences.
2. Navigating the Interface
• Understanding the Dashboard and key areas: Home, Banking, Sales, Expenses, Reports, and Taxes.
• Customizing the Dashboard for an efficient workflow.
3. Bank Feeds and Integrations Discussion
• Connecting bank accounts and credit cards,paypal system.
• Importing and categorizing transactions automatically.
• Reconciling accounts.

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 6: QuickBooks Online: Setup COA, Customers, Vendors, and Inventory

Duration: 2 Hours

Module 1: Setup for Managing Transactions

1. Chart of Accounts Setup
• Creating and customizing the Chart of Accounts.
• Setting up accounts for assets, liabilities, income, and expenses.
• Understanding system vs. custom accounts.
2. Customer and Vendor Setup
   • Adding and managing customer and vendor profiles.
   • Assigning terms and payment preferences.
3. Inventory and Services
• Adding products and services in QuickBooks.
• Managing inventory and item categories (if applicable).
4. Employee  Accounts Setup
• Employee Details Information Setup 

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 7: QuickBooks Online: Managing Transactions on Business Data

Module 1: Customer Section Transaction On Plus Icon 

1. Managing & Tracking Cash Sales & Credit Sales 

• Initial Journal Entries ( Initial Bank Deposit and Assets Purchase)
• Setting up and customizing invoices and sales receipts.
• Credit Invoice, received payments, Undeposited funds, Bank Deposit
• Estimate, Estimate To Invoice, Invoice To Received Payment
• Credit Memo Apply,
• Sales Receipt refund
• What is Delayed Credit & apply
• What is Delayed Charge & Apply

Module 2: Payroll and Tax Compliance Discussion

• What is payroll in QBO
• Overview of how payroll works 
• Basic walkthrough: How to activate the payroll feature
• What is tax compliance? (Sales tax, income tax)
• How QuickBooks handles sales tax
• How to set up sales tax 

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 8: QuickBooks Online: Managing Transactions & Reporting Overview

Duration: 2 Hours

Module 1: Vendor Feature Transaction on Plus Icon

1. Expense or Check Feature
   
   • Office admin/general costs apply 
   • Salaries & Wages Expense Apply on Journal Entry System
2. Recording Bills & Pay Bills
• Recording bills and bill payments.
• Managing expense categories and tracking vendor payments.
3. Purchase Order Feature
• Purchase order created, convert to bill & pay the Bill
4. Vendor Credit Feature
• What is Vendor Credit & Apply On Bills

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 9-10: QuickBooks Online: Bank Reconciliation & Reporting Overview

Duration: 2 Hours

Module 1: Details Of Bank Reconciliation & Reporting Overview

1. Bank Reconciliation
• Manual Upload Bank Statement: Reconciling bank accounts in QuickBooks.
• Matching bank transactions with QuickBooks records.
2. Difference Report Discussion and Discuss another feature on QuickBooks Online

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 11: Xero: Getting Started & Setup

Duration: 2 Hours

Module 1: Introduction & Setuo UK Company

1. Overview of Xero
• What is Xero, and its benefits for accountants and small businesses?
• Xero vs. QuickBooks Online
2. Navigating the Xero Dashboard
• Layout overview and key sections: Dashboard, Accounting, Bank, Sales, Purchases, Reports.
• Customizing the dashboard for ease of use.
3. Setting Up Xero for Your Business
• Creating a new Xero Organization: Adding business details, tax rates, and country-specific settings.
• Setting up the Chart of Accounts: Organizing asset, liability, income, and expense accounts.
• Connecting bank accounts and credit cards System

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 12: XERO: Managing Customers, Vendors, and Products

Duration: 2 Hours

Module 1: Setup For Managing Transaction

1. Chart of Accounts Setup
• Creating and customizing the Chart of Accounts.
• Setting up accounts for assets, liabilities, income, and expenses.
• Understanding system vs. custom accounts.
2. Customer and Vendor Setup
   • Adding and managing customer and vendor profiles.
   • Assigning terms and payment preferences.
3. Inventory and Services
• Adding products and services in QuickBooks.
• Managing inventory and item categories (if applicable).
4. Employee  Accounts Setup
• Employee Details Information Setup 

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 13 Xero: Managing Transactions

Duration: 2 Hours

Module 1: Managing Financial Transaction In XERO

1. Recording Sales and Invoices
   
   • Creating and sending invoices to customers.
   • Recording payments against invoices and reconciling them.
2. Recording Purchases and Bills
   
   • Entering bills from suppliers and processing payments.
   • Setting up recurring bills and payments for regular transactions.

Module 2: Payroll and Tax Compliance  in Xero On UK System

• What is payroll in XERO
• Overview of how payroll works 
• Basic walkthrough: How to activate the payroll feature
• Employee Setup System
• Pay Run System
• What is tax compliance? (UK VAT, income tax)
• How to manage & set up VAT
• Reporting features – show where to find reports
• Tax deadlines & forms

Add-Ons:

• Q&A Session: Address participant queries at the end.
• Material: Downloadable templates for Excel financial statements and PowerPoint slides.

Class 14 & 15 Xero: Managing Transactions & Reporting

Duration: 2 Hours

Module 1: Managing Financial Transactions in Xero 

1. Bank Reconciliation
• Reconciling bank transactions with Xero.
• Discuss bank rules to automate the reconciliation process.

Module 3: Xero Reporting and Financial Analysis 

1. Overview of Key Financial Reports
   • Profit & Loss Statement, Balance Sheet, and Cash Flow Report.
   • Customizing reports to meet specific business needs.
2. Creating Custom Reports
   • Building custom reports for client-specific needs.
   • Filtering and grouping data to present financial insights effectively.
3. Budgeting and Forecasting
• Setting up budgets and tracking performance.
• Using reports for financial forecasting and decision-making.

Add-Ons:

• Material: Downloadable Xero templates for invoices, bills, and reports.
• Exercise: Encourage students to set up a demo business and perform transactions throughout the session.

Class 16-17: Marketplace Signup, Profile Setup, and Portfolio Development for Freelancing

Duration: 2 Hours 

Module 1: Introduction to Freelancing Marketplaces and Signing Up 

1. Overview of Freelance Marketplaces

   • Understanding freelancing platforms and their importance for accountants and bookkeepers.
   • Popular platforms: Fiverr, Upwork, Freelancer, LinkedIn, etc.
   • Setting up a professional profile and portfolio.
   • Choosing the right platform based on niche, fees, and client base.

2. Creating Accounts and Setting Up Profiles

   • Step-by-step guide on signing up for Fiverr, Upwork, Freelancer, and LinkedIn.
   • Tips for optimizing signup for accountants.
   • Verifying identity and email for security.

3. Building a Strong Profile

• Writing compelling bios and summaries that highlight your experience and certifications.
• Selecting relevant skills (e.g., QuickBooks, Xero, Excel).
• Setting competitive pricing and showcasing expertise.

Module 2: Profile Optimization and Portfolio Development

1. Profile Picture and Description

   • Importance of a professional profile picture and writing a winning description.
   • Tailoring your description for different audiences.

2. Highlighting Skills and Experience

   • Adding relevant skills (QuickBooks, Xero, financial reporting) and certifications.
   • Demonstrating industry experience (e.g., small businesses, e-commerce, real estate).

3. Creating and Organizing Your Portfolio

• How to build a strong portfolio with work samples (financial reports, bookkeeping setups).
• Organizing case studies to showcase your work.
• Tips for uploading portfolio items on freelancing platforms.

Module 3: Strategies for Gaining Clients and Managing Your Freelance Business 

1. Crafting Effective Proposals

   • Writing tailored proposals that address client needs and showcase your value.
   • How do you present your services to stand out?

2. Setting Competitive Rates and Packages

   • Determining rates based on industry standards and experience.
   • Offering various pricing models: hourly rates, fixed projects, and packages.

3. Managing Your Freelance Workflow and Marketing

• Tools for managing projects and time (Trello, Asana).
• Marketing your services through LinkedIn and social media.
• Building a network and leveraging referrals for growth.

    Add-Ons:

• Material: Downloadable Xero templates for invoices, bills, and reports.
• Exercise: Encourage students to set up a demo business and perform transactions throughout the session.

Class 18: QuickBooks & XERO Certification Helping Support

Details showing how to get, what the credentials are, and the benefits of this

Class 19: Practical Assessment On QBO-XERO & Feedback 

Duration: 2 Hours 

Module 1: Recap and Practical Assessment 

1. Recap of Key Concepts 
   • Freelancing basics for accountants: skills, platforms, tools (QuickBooks, Xero, Excel).
   • Portfolio and proposal creation, client management.
   • Overview of freelancing paths in accounting.
2. Practical Assessment 
• Objective: Evaluate participants' ability to apply key concepts.
• Tasks:
  • Profile Setup: Create a freelance profile on a platform (Fiverr, Upwork, etc.).
  • Portfolio Creation: Upload relevant work samples.
  • Proposal Writing: Write a tailored proposal for an accounting project.
  • Pricing Strategy: Set a competitive pricing structure.
• Support: Instructors are available for guidance and troubleshooting during the assessment.

Module 2: Personalized Feedback & Discussion 

1. Feedback on Assessments 

   • Instructors provide individualized feedback on:
     • Profile, portfolio, proposal, and pricing strategy.
     • Suggestions for improvement.

2. Group Discussion & Q&A 

   • Open floor for questions about freelancing, proposals, profiles, etc.
   • Discuss common freelancing challenges and tips for overcoming them.

Module 3: Next Steps, Goal Setting & Closing 

1. Setting Freelancing Goals 

   • Encourage participants to set short- and long-term goals for their freelance journey.
   • Suggested goals: landing the first client, improving proposals, and networking.

2. Actionable Next Steps 

   • Finalize profiles and portfolios.
   • Start applying for jobs on freelancing platforms.
   • Continue learning through online resources.

3. Certificate Distribution & Closing Remarks 

• Distribute certificates of completion.
• Encourage participants to share achievements on LinkedIn.
• Provide contact details for ongoing support and networking.

Add-Ons:

• Material: Downloadable Xero templates for invoices, bills, and reports.
• Exercise: Encourage students to set up a demo business and perform transactions throughout the session.

By the end of the Class, participants will have:

• Completed a practical assessment demonstrating their readiness to start freelancing.
• Received personalized feedback to improve their profile, portfolio, proposals, and pricing strategies.
• Set actionable goals to continue building their freelance career in accounting.

Course Details

Class Frequency: 2 Classes per Week 

Class Length: 2 Hours per Class

Total Schedule Classes: Approx 20, ( Extra Support May apply to Class as needed)

Regular Course Fee discounts are occasionally available. 

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