COURSE 103: CHART OF ACCOUNTS 101
COURSE 103: CHART OF ACCOUNTS 101
Chart of Accounts 101 is a practical, beginner-friendly 2-hour intensive workshop designed to teach bookkeepers how to create, organize, evaluate, and maintain a sensible chart of accounts.
The workshop focuses on four essential areas: designing a sensible chart of accounts, knowing when to create a new account, avoiding unnecessary complexity, and understanding industry-specific considerations.
The course emphasizes a simple principle:
A good chart of accounts provides the right information without creating unnecessary complexity.
Course Level
Beginner / Introductory
Duration
2 hours
Format
Instructor-led workshop with demonstrations, discussion, and hands-on exercises.
Prerequisites
No prior bookkeeping or accounting experience required.
Bookkeeping Fundamentals is a 2-hour intensive workshop designed to introduce beginners to the essential concepts and language of bookkeeping. Participants will learn how businesses organize financial information, how transactions affect the accounting records, and how debits and credits work together to keep the books balanced.
Through examples, guided exercises, and transaction-based practice, participants will develop the foundational skills needed to read, understand, and record basic bookkeeping transactions.
Curriculum at a Glance
Module | Focus |
|---|---|
1. Chart of Accounts Fundamentals | What it is and why it matters |
2. Designing a Sensible Chart of Accounts | Structure and organization |
3. When to Create a New Account | Decision-making |
4. Avoiding Overly Complicated Accounts | Simplification |
5. Industry-Specific Considerations | Adapting the COA |
6. Final COA Design Challenge | Hands-on application |
