Education Services

Sum Financial teachs two bookkeeping/accounting courses at the Nantucket Community School

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• Bookkeeping I Basic Bookkeeping
  
  September 18, 2007 - December 18, 2007
  
  Tuesdays & Thursdays: 6 p.m. – 8 p.m.
  
  Date List Available at the Nantucket Community School
  
  Recommended for individuals interested in learning how to work on only one set of books or hiring/supervising a bookkeeper (not recommended for individuals performing day to day bookkeeping for multiple clients).
  
  Topics include: fundamental accounting, QuickBooks, receivable and inventory software integration with QuickBooks, job costing, scheduling, budgeting, cash flow projection, payroll and insurance.
  
  Software Covered: QuickBooks, Excel, Microsoft Project, Microsoft Outlook
  
  Text: Essentials of Accounting Review, Ninth Edition, Robert N. Anthony & Leslie K. Breitner
  
  $500: Text, QuickBooks Pro 2007 Included

• Bookkeeping II Intensive Bookkeeping
  
  September 19, 2007 – May 15, 2008
  
  Tuesdays & Thursdays: 6 p.m. – 8 p.m.
  
  Recommended for individuals interested in pursuing a bookkeeping career.
  
  Software Covered: QuickBooks, Excel, Microsoft Project, Microsoft Outlook
  
  Text: American Institute of Professional Bookkeepers Continuing Education Series (6 text/workbooks) Titles on AIPB website: aipb.com
  
  $1000: Texts, QuickBooks Pro 2007 Included