Courses 1–8 are organized140 guided lessons for active subscribers
Active paid plans only
Complete a section. Earn your certificate.
Finish the required lessons and pass the checks to unlock your personalized Certificate of Completion, ready to download as a PDF.
Complete the section lessons and pass their knowledge checks.
Sample certificateBookkeeping
A PDF to save, print, and share.Your name, completed section, completion date, and certificate ID.
Paid plans only. Certificates require an active paid subscription and completed learning requirements. Free previews and free trials do not include certificates.
Free written previews · No account needed
Try a lesson before choosing a course.
Learn one practical idea, work through fictional figures, and see where to continue in the subscriber Academy.
Bookkeeping basics: start with the source document
Learn what to keep for each business transaction, separate a sale from its payment, and try a short bookkeeping exercise before choosing an Academy course.
Try a fictional bank reconciliation exercise: compare statement and book balances, spot a missing bank fee, and learn what belongs in an exception list.
Learn a simple month-end close review: gather evidence, reconcile accounts, check balances and inventory, and document unresolved items before approval.
20 video lessons covering the essential language of bookkeeping.
Course 2: Everyday Bookkeeping
20 practical lessons for recording everyday business activity.
03
Course 3: Accounting Fundamentals
20 lessons covering accounts, entries, adjustments, and financial statements.
04
Course 4: Reconciliation and Closing
20 lessons to reconcile accounts, review adjustments, and lock an evidence-backed close.
05
Course 5: Tax Preparation
20 lessons for organizing records, resolving exceptions, and preparing a professional handoff.
06
Course 6: Guided Tax Filing
20 lessons from reviewed return to authorized submission, acceptance, payment proof, and archive.
07
Course 7: AI-Assisted Bookkeeping
10 visual lessons for capturing evidence, reviewing AI-prepared work, teaching company rules, and keeping owner approval in control.
08
Course 8: Bookkeeping Foundations
10 narrated beginner lessons with visual examples, captions, practice questions, and account-saved progress.
Guided Course 4 practice
Try reconciliation in CycleWorks
Work through a fictional bank statement, find a missing fee, explain uncleared items, and prepare a review packet. Included with an active subscription.
Twenty lessons across four sections: hiring and onboarding, employee pay and records, workplace rights and safety, and people management. Every lesson includes a printable tool, current official sources and a section assessment, with certificates of completion.
Twelve written topics on inspection readiness, commonly cited issues and effective safety meetings. Download meeting kits, a fillable workbook, records and eight teaching posters. Earn paid-member educational completion certificates after the knowledge checks.
New, unusual, and often missed business deductions—plus do’s, don’ts, and a year-end checklist. Includes Allie’s video, transcript, and IRS references.
Practice worksheets are educational. The downloaded official Copy A cannot be mailed to SSA; the lesson explains permitted recipient copies and filing options.
