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Education

SUM's bookkeeping/financial literacy courses.

  • Click here to create your logon for the Sum Financial Class Document System


  • Fall Semester: Accounting & Financial Literacy

    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

    Texts Included
  • Spring Semester: Small Business Accounting & IT

    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, QuickBooks Point of Sale

    Text: American Institute of Professional Bookkeepers Continuing Education Series Titles on AIPB website: aipb.com

    Texts Included