US Financial Services Bookkeeping

US Financial Services Bookkeeping

This course includes:
9 modules with 37 short lessons
110 quiz questions with a final exam
Practice company files for QuickBooks Online
Lifetime access
Access on mobile and computer
Self-paced, in Simple English

Price: ₱799 (Lifetime Access)

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Description

Prerequisite: You need to complete Online Accounting/Bookkeeping Course

This practical crash course teaches you full-cycle bookkeeping for a US financial services company in QuickBooks Online. You practice with one business funding company, Lighthouse Capital Funding.

By the end, you can record fundings, daily ACH collections, returns, payoffs, renewals, defaults and commissions. You can also reconcile every account and close the month with confidence.

You will learn the following topics:

  • Financial Services Bookkeeping Foundations
  • Funding a Merchant
  • Merchant Payments and Daily Collections
  • Returns, Payoffs, Renewals and Defaults
  • Commissions, Referral Payouts and Clawbacks
  • Bills, Credit Card, Payroll and the Line of Credit
  • Bank and Credit Card Reconciliations
  • Month-End Close
  • Reports, Management Questions and Interview Prep

Price: ₱799 with lifetime access.