Accounting Principles, Compliance, and Audit Readiness

本课程是 Accounting Assistant 专业证书的一部分

位教师：Professionals from the Industry

访问权限由 New York State Department of Labor 提供

11个模块

深入了解一个主题并学习基础知识。

初级等级

推荐体验

9 小时完成

灵活的计划

自行安排学习进度

11个模块

深入了解一个主题并学习基础知识。

初级等级

推荐体验

9 小时完成

灵活的计划

自行安排学习进度

您将学到什么

Apply GAAP principles and double-entry bookkeeping to create accurate journal entries and verify trial balance integrity.
Analyze budget variances and audit documentation to identify discrepancies and ensure compliance with accounting standards.
Build systematic digital filing systems with proper retention policies and metadata indexing for efficient document retrieval.
Develop process improvement recommendations and corrective action plans based on audit findings and compliance gaps.

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作业

24 任务¹

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授课语言：英语（English）

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Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

积累 Business Essentials 领域的专业知识

本课程是 Accounting Assistant 专业证书专项课程的一部分

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该课程共有11个模块

You'll gain the essential skills to excel as an accounting assistant by integrating GAAP principles, financial analysis, and modern digital compliance practices. This hands-on course prepares you to handle real-world accounting challenges, from recording journal entries and analyzing budget variances to conducting audit reviews and implementing secure digital filing systems.

You'll work with trial balances, investigate financial discrepancies, and develop process improvement recommendations that demonstrate your analytical thinking. The course emphasizes practical application of accounting standards while building proficiency with digital record management and metadata indexing systems that modern accounting departments require. By combining traditional accounting fundamentals with contemporary compliance and technology skills, you'll be positioned for immediate contribution in accounting assistant roles. You'll create a portfolio-worthy audit report and digital filing framework that showcases your ability to maintain accurate financial records, ensure regulatory compliance, and support audit readiness—capabilities that employers actively seek in today's accounting environment.

You will learn the foundational GAAP principles and their practical application in analyzing and recording business transactions accurately.

涵盖的内容

2个视频2篇阅读材料2个作业

2个视频总计13分钟

GAAP Principles Matter for Every Business Decision4分钟
Core GAAP Principles in Daily Practice8分钟

2篇阅读材料总计18分钟

Understanding and Applying GAAP Principles in Business Scenarios8分钟
Transaction Analysis Using GAAP Guidelines10分钟

2个作业总计18分钟

GAAP Principle Application Analysis15分钟
GAAP Principles Knowledge Check3分钟

You will learn the systematic application of double-entry bookkeeping to record recurring transactions, adjusting entries, and closing entries while maintaining accounting equation balance.

涵盖的内容

1个视频2篇阅读材料3个作业

1个视频总计9分钟

Double-Entry Bookkeeping System Components9分钟

2篇阅读材料总计20分钟

Journal Entry Types and Accounting Equation Balance10分钟
Recording Journal Entries: From Basic to Closing Entries10分钟

3个作业总计33分钟

GAAP & Double-Entry Mastery Validation15分钟
Comprehensive Journal Entry Recording Practice15分钟
Double-Entry Bookkeeping Knowledge Check3分钟

You will learn systematic trial balance verification techniques and develop confident error detection skills to ensure financial record accuracy before statement preparation.

涵盖的内容

2个视频2篇阅读材料2个作业

2个视频总计14分钟

Why Trial Balance Accuracy Protects Business Credibility5分钟
Systematic Trial Balance Analysis Framework9分钟

2篇阅读材料总计18分钟

Error Detection Techniques and Classification Methods8分钟
Correcting Common Trial Balance Errors10分钟

2个作业总计18分钟

Comprehensive Trial Balance Analysis and Correction15分钟
Trial Balance Verification Knowledge Check3分钟

You will learn systematic budget variance analysis techniques and develop skills to investigate root causes and translate findings into strategic business recommendations for management decision-making.

涵盖的内容

1个视频2篇阅读材料3个作业

1个视频总计9分钟

Budget Variance Analysis Components and Calculations9分钟

2篇阅读材料总计14分钟

Root Cause Investigation and Materiality Assessment6分钟
Conducting Complete Variance Analysis with Business Impact Assessment8分钟

3个作业总计33分钟

Financial Analysis Mastery Validation15分钟
Strategic Variance Analysis and Management Reporting15分钟
Budget Variance Analysis Knowledge Check3分钟

You will learn the systematic process of cross-referencing multiple source documents to verify transaction validity, examining purchase orders against invoices and expense reports for compliance with established accounting standards and internal policies.

涵盖的内容

3个视频1篇阅读材料1个作业

You will learn the analytical process of transforming audit findings into structured improvement initiatives, developing prioritized corrective action plans with clear timelines and responsibilities that prevent future compliance issues.

涵盖的内容

2个视频1篇阅读材料3个作业

2个视频总计14分钟

Root Cause Analysis and Process Improvement Methodology7分钟
Building Structured Corrective Action Plans7分钟

1篇阅读材料总计8分钟

Structured Corrective Action Planning and Implementation8分钟

3个作业总计30分钟

Comprehensive Audit Improvement and Process Enhancement Assessment 15分钟
Comprehensive Audit Improvement Development Project12分钟
Audit Improvement and Corrective Action Knowledge Check3分钟

You will learn federal and state regulatory retention periods for different financial document categories, establishing the compliance foundation needed to avoid costly penalties and audit failures.

涵盖的内容

2个视频3篇阅读材料1个作业

2个视频总计9分钟

Compliance Matters in Accounting Records Management3分钟
IRS Publication 583 Guidelines and Practical Applications5分钟

3篇阅读材料总计25分钟

Federal and State Retention Requirements for Financial Documents 8分钟
Document Category Classifications and Retention Strategies5分钟
Creating Retention Period Reference Charts for Compliance: A How-To Guide12分钟

1个作业总计3分钟

Regulatory Knowledge Check3分钟

You will implement professional digital archiving systems using SharePoint naming conventions, hierarchical folder structures, and secure access controls that ensure audit readiness and regulatory compliance.

涵盖的内容

1个视频1篇阅读材料3个作业

You will master systematic approaches to reviewing document logs, identifying gaps and duplicates, and implementing verification procedures that ensure complete record sets for audit readiness.

涵盖的内容

2个视频2篇阅读材料2个作业

2个视频总计8分钟

Why Document Log Analysis Prevents Audit Nightmares3分钟
Essential Components of Document Log Systems5分钟

2篇阅读材料总计18分钟

Systematic Approaches to Log Analysis and Gap Detection10分钟
Document Log Analysis Using Excel and QuickBooks8分钟

2个作业总计11分钟

Hands-On Log Analysis: Identify Gaps and Duplicates8分钟
Document Log Analysis Knowledge Check3分钟

You will design and implement searchable indexing systems using metadata frameworks that enable rapid document location and retrieval for accounting and auditing purposes.

涵盖的内容

2个视频2篇阅读材料3个作业

2个视频总计8分钟

The Cost of Poor Document Indexing in Accounting4分钟
Metadata Framework Components for Accounting Documents4分钟

2篇阅读材料总计18分钟

Designing Searchable Folder Structures and Naming Conventions10分钟
Building a Metadata Schema Using Excel Templates8分钟

3个作业总计25分钟

Comprehensive Document Management System Design10分钟
Design a Complete Metadata Indexing System12分钟
Metadata Indexing Systems Knowledge Check3分钟

You will create a comprehensive accounting compliance audit report by integrating bookkeeping principles, financial analysis, and digital record management skills. This project synthesizes GAAP knowledge, variance analysis techniques, and systematic documentation practices into a single professional deliverable that demonstrates job-ready accounting capabilities.