Bookkeeping Basics & Chart of Accounts

Start here. This session is all about laying the foundation for everything else you’ll learn as a bookkeeper. Whether you're new to bookkeeping or need a refresher on how it should be done, we’re breaking down the core concepts that make the numbers make sense.

You’ll learn the essential terms, logic, and structure of bookkeeping — with a clear focus on how to build and use a Chart of Accounts correctly inside QuickBooks. This class is perfect for bookkeepers, tax pros, or entrepreneurs who need to finally get clarity on how the financial structure of a business really works.

🔸 Topics Covered:
• Key bookkeeping terms and roles explained clearly
• What the Chart of Accounts really is — and how to structure it
• Understanding account types: assets, liabilities, income & expenses
• Proper categorization of business transactions
• Creating a strong foundation that supports cleanup, reconciliation, and reporting
• The first things to fix when cleaning up books

🔸 Best for:
• New and aspiring bookkeepers
• Tax professionals adding bookkeeping to their services
• Business owners managing their own books
• Support staff or admins working inside QuickBooks

This session sets the tone for everything that comes after. You'll leave with clarity, confidence, and a stronger grasp on the structure behind solid books.