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Education Services
 Sum Financial teachs two bookkeeping/financial literacy courses at the Nantucket Community School
- Click here to create your logon for the Sum Financial Class Document System
- Fall Semester: Accounting & Financial Literacy
September 23, 2008 - December 18, 2008
Tuesdays & Thursdays: 6 p.m. – 8 p.m.
Recommended for individuals interested in learning how to work on only one set of books or hiring/supervising a bookkeeper.
Topics include: basic accounting, payroll and insurance overview, and QuickBooks: 2 case studies accounts receivable and point of sale
Software Covered: QuickBooks, Excel
Texts: Essentials of Accounting Review, Ninth Edition, Robert N. Anthony & Leslie K. Breitner, American Institute of Professional Bookkeepers Continuing Education Series Titles on AIPB website: aipb.com
$750: Texts Included
- Spring Semester: Small Business Accounting & IT
February 3, 2009 – May 14, 2009
Tuesdays & Thursdays: 6 p.m. – 8 p.m.
Recommended for individuals interested in pursuing a bookkeeping career. Required for individuals performing day to day bookkeeping for multiple clients.
Topics include: receivable and inventory software integration with QuickBooks, advanced payroll, budgeting, scheduling, job costing, and cash flow projection: 7 case studies
Software Covered: QuickBooks, Excel, Microsoft Project & Outlook, Fishbowel Inventory Management, Filemaker Database, QuickBooks Point of Sale
Text: American Institute of Professional Bookkeepers Continuing Education Series Titles on AIPB website: aipb.com
$750: Texts Included
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