Institute of Certified Bookkeepers
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ICB National Conference - Bookkeeping 2018

Conference, Multi-locations
Multi-date

Join ICB for our annual March Conference where we will discuss how to implement strategies to be a professional Certified Bookkeeper.

Event Details

Content:

  • Bookkeepers often get stressed about amounts that don't fit..... should you worry?
  • What is a "material" amount that you need to get an answer on?
  • What is an "immaterial" amount or transaction and what do you do with it in the accounts?
  • When is it a tax agent decision and when can you make a judgement about it?

Cost: Free for Members, $55 for Students and Educators

Webinar, Online:

  • 26th April 2016, 12:30pm - 2:00pm
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ICB Conference 2018

Conference, Multi-locations
Multi-date

Conference, Multi-date: Join ICB for our National Conference, where we will discuss strategies to implement to be a professional Certified Bookkeeper.

Event Details

Content:

Official Agenda is to be confirmed.

Topics being evaluated include;

  • Presentation from Fairwork Ombudsman (or a Panel including Fairwork) discussing liability
  • The final "Implementing Single Touch Payroll" training
  • Prioritisation of Work for a Bookkeeper

Cost: Full Members of ICB only $275.00 inc GST until Sunday 21st of January

Please note: Registrations for Students, Educators and Non-Members will open Monday 22nd January 2018.

Conference, Multi-locations:

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ICB Technical Webinar - Business Series - Starting Your Business

Webinar, Online
8th February, 2018
Webinar, Online: The first in our four part series 'Develop your Bookkeeping Business'.
Event Details

Content: 

Understanding on what is required to run your own business. Which business applications and registrations are required for the new business.

Cost:

Members free, Students and Educators $55

Event Location: 

8th February 2018, 12:30pm (AEDST)

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ICB Technical Webinar - Business Series - Understanding Your Costs

Webinar, Online
1st March, 2018

Webinar, Online: The second part in our four part series 'Develop your Bookkeeping Business'.

Event Details

Content: 

Determining the income for the business to cover your costs is a critical part of running a business. We take you through processes and tools to help you.

Cost:

Members free, Students and Educators $55

Event Location: 

1st March 2018, 12:30pm (AEDST)

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ICB Technical Webinar - Business Series - Working With Clients

Webinar, Online
8th March, 2018

Webinar, Online: The third in our four part series 'Develop your Bookkeeping Business'.

Event Details

Content: 

What tools and strategies do you need to have in place to ensure a professional interaction with your clients?

Cost:

Members free, Students and Educators $55

Event Location: 

8th March 2018, 12:30pm (AEDST)

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ICB Technical Webinar - Back Payments and How to Process

Webinar, Online
20th March, 2018

 Webinar, Online: Join us for the webinar to review our new resources on Back Payments.

Event Details

Content:

We often come across Unusual Pays and need to know how to process. Back payments can involve various different types of Tax calculations

Cost :

Members Free, Students and Educators  $55.00

Event Location:

Webinar, Online: 20th March,2018  12:30pm (AEDST)

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ICB Technical Webinar - Business Series - Growing Your Business

Webinar, Online
29th March, 2018

Webinar, Online: The fourth part in our four part series 'Develop your Bookkeeping Business'.

Event Details

Content: 

Utilising
 the tools and ongoing training available to help with the growth of your business.

Cost:

Members free, Students and Educators $55

Event Location: 

29th March 2018, 12:30pm (AEDST)

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Xero Accounting & Xero Payroll

Classroom, Multi-locations
Multi-dates

Classroom, Multi-locations: This 1 day course is designed to provide skills and knowledge which will allow participants to effectively use the Xero software package.

Event Details

Content:

Xero Accounting

  • Xero Overview
  • Using Xero as a cash book
  • Accounts receivable & payable
  • Private use adjustments
  • Export sales
  • Capital purchases in Xero
  • Customise Xero invoices and Xero template emails
  • Create quotes in Xero
  • Create items to manage inventory and services
  • BAS preparation using Xero
  • Journals and GST transactions in Xero

Xero Payroll

  • Payroll Setup and configuration settings
  • Setting up employees in Xero
  • Manage the pay run in Xero
  • Add allowances
  • Paying a bonus in Xero
  • Adding net deductions to employees payroll
  • Setup employee portal for Xero
  • Process annual leave and personal - sick leave in Xero
  • Superannuation setup in Xero
  • Preparing IAS/BAS in Xero
  • Validate end of year payroll information
  • Issue payment summaries in Xero

Cost: $399

This course is run as a full day course, from 9:00am - 4:00pm

Classroom, Multi-locations:

  • Perth
    12th December 2017

This course is also available self-paced, online, to start anytime.

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MYOB Bookkeeping

Classroom, Multi-locations
Multi-dates

Classroom, Multi-locations: The Certificate in MYOB Bookkeeping training course is designed to provide skills and knowledge which will allow participants to enter and maintain your accounting data as well as ensure a streamlined process to transfer information to your Accountant's system.

Event Details

Content:

Accounting

  • Create a new business data file and enter opening balances
  • Correctly set up and edit the chart of accounts in MYOB
  • Understanding the GST and correctly set up to complete the BAS using MYOB
  • Set up customers and suppliers
  • Use the Bank Register to enter transactions
  • Import bank statements from your online bank account such as credit card in MYOB
  • Set up inventory and stock controlUnderstand the basic accounting concepts and terminology
  • Reconcile the bank account and credit card statements, export ABA files to your bank
  • Run trial balance and reportsDepreciationCustomise accounting documents
  • Reporting and graphsUnderstand the GST & BAS link process and lodging BAS
  • Reconcile your BAS lodgements to MYOB
  • Verify and validate data for corruption and data entry errors
  • Use job codes and department tracking in MYOB
  • Year end procedure in MYOB including rolling over your data file
  • Import and export customers and other information in MYOB

Payroll

  • Set up the company file and employees including prior accruals
  • Load the current tax tablesSet up payroll categories
  • Maintain employee entitlements, allowances and superannuation contributions
  • Manage employer payroll expensesPay employees (casual, part time and full time)
  • Process adjustments
  • Print and email pay cheques and payslips
  • Create EFT files to pay employees for electronic direct deposit
  • Report payroll for Business Activity Statement (monthly and quarterly)
  • Use reports to report PAYG withholdingPay your tax liability to the ATO
  • Validate end-of-year payroll information and print payment summaries (group certificates)

Cost: $699

This course is run as a 2 day course, from 9:00am - 4:00pm

Classroom, Multi-locations:

  • Perth
    12th & 13th December, 2017

This course is also available self-paced, online, to start anytime.

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Foundations of Payroll

Classroom, Multi-locations
Multi-dates

Classroom, Multi-locations: This TAPS Course aims to provide participants with a clear understanding of the methodology and logic behind the payroll process.

Event Details

Content:

Day One

The first day concentrates on the pay office (location, setup and function) the current Industrial Relations Scene and interpretation of conditions of employment (we use an award for our examples, but it could easily be an Enterprise Agreement). The ability to interpret awards and legislation is a vital attribute for a payroll person. By the completion of the day participants will able to interpret the award to locate information such as overtime rates and shift allowances, entitlement rates and identify categories of employees (then using this information, allocate the correct payment rate). The day continues with a discussion of Annual Leave and Long Service Leave under the Fair Work Act. Participants will be provided with hands on experience in the calculation of an employee's length of service and leave entitlements.

Day Two

The morning of day two continues the focus on entitlements:

  • Personal/Carer's Leave and Parental Leave entitlements
  • Accrual of entitlements
  • Categories of employees who have access to entitlementsLegislation governing the administration of entitlements
  • Calculation of entitlements

The afternoon deals with payroll calculations including ordinary pay, overtime, leave and allowances. Tax treatments are explained including PAYG, HELP, tax offsets and the completion and lodgment of Tax File number declarations. The day completes with 'white boarding' the calculation of tax on bonuses and commissions.

Day Three

  • The third day commences with termination payments:
  • Identification of the components of a termination
  • The correct tax treatment of these components
  • Defining the allocation of these components as Lump Sum A, B, D, ETP

The participants are provided with templates to aid in the calculation of marginal tax and complete exercises to test their knowledge of the processing of terminations.Having devoted a couple of hours to terminations we move onto superannuation – calculation of the levy, Super guarantee charge and salary sacrificing.The day concludes with two sections which outline the month and year end reporting and remittances requirements for payroll staff. The varying remittance requirements for PAYG are covered as well as the thresholds and percentages payable to state governments for payroll tax.

Cost: $1,195 (Full/Personal Members), $1,730 (Non/Other Members)

Classroom, Multi-locations:

  • Sydney
    4th - 6th December, 2017
  • Melbourne
    11th - 13th December, 2017
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Budgeting and Cashflows on Calxa

Classroom, Perth
Multi-dates

Classroom, Perth: Wiseclick is the Accredited Training Partner for Calxa in Perth, join them as they present this course on the leading budgeting and cashflow forecasting software for small businesses, not for profit agencies and accountants in Australia and New Zealand.

Event Details

Content:

  • The foundations of budgeting
  • Linking your data and understanding the key integration points
  • Setting, maintaining and modifying a Budget
  • Key reports to use including saving, sending and working with multiple reports
  • Understanding and working with KPI's
  • Understanding and using Account Trees
  • Consolidating and customising reports
  • Unit cost reporting
  • Working with overall and divisional or project budgets
  • New features

Students will be taught via trainer led practical excercises using your own training computer.

Wiseclick can assist you with Calxa integration and advanced training following this course.

Cost: $465

Classroom, Perth:

  • 4th December 2017, 9:00am - 5:00pm
  • 2nd February 2018, 9:00am - 5:00pm
  • 4th April 2018, 9:00am - 5:00pm
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Budgets and Cashflow Management

Classroom, Perth
Multi-dates

Classroom, Perth: Wiseclick will show you how to set up your operational budget and manage your cashflow, how to use accounting software to execute your budget and how to know what to budget for and have your cashflow complimenting the due dates.

Event Details

Content:

  • Planning - timeframes, deadlines and objects
  • Know who to involve
  • Use your resources correctly
  • Understand the different types of budgets
  • The budget process
  • Formatting your budget
  • Reading your budget - Actuals Vs Budget
  • Contingency planning
  • Knowing the benefits of effective cashflow management
  • Reviewing and analysing cash
  • Know how to use software in the budgeting process

Cost: $265

Classroom, Perth:

  • 13th February 2018, 9:00am - 2:30pm
  • 6th April 2018, 9:00am - 2:30pm
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Understanding Financial Reports - including Non Reporting Entities

Classroom, Perth
Multi-dates

Classroom, Perth: Join Wiseclick for this course, perfect for the business owner who just wants to know where the business is heading and how to read and use the financial reports effectively.

Event Details

Content:A healthy business has healthy financials and your accountant will thank you at tax time for making their job easier! Finance Officers and bookkeepers will gain confidence and understanding when preparing reports for outside entities such as not for profit boards, government funding agencies, banks and directors.

Outcomes:

  • Identify, validate and report key data
  • Know your business worth (reading your Balance Sheet)
  • Know your business performance (reading the Profit and Loss)
  • What Cash was generated (Cash Flow Statement)
  • Analyse and understand the financial reports, including non reporting entities requirements
  • How to present financial reports to stakeholders

Cost: $265

Classroom, Perth:

  • 6th February 2018, 9:00am - 2:30pm
  • 23rd March 2018, 9:00am - 2:30pm

 

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Excel Training Courses

Excel Courses, Online
Multi-dates

Excel Courses, Online: Understand, Edit, Create and more with spreadsheets in this set of 9 Online Excel Courses designed to take you from Beginner to Advanced.

Event Details

Content:

  • Open and Understand Spreadsheets
  • Creating and Editing Spreadsheets
  • Formulas, functions and formatting
  • Viewing and printing
  • Charts & graphs
  • Intermediate Functions and cell referencing
  • Databases, filter/sort, named ranges
  • Pivot tables, 3D formulas, Advanced Formulas and protection
  • Goal seek, data consolidation and solver

Go from Beginner to Advanced with this set of 9 Excel Training Courses.

Cost: $199 (12 month access) or $267 (12 month access & Certificate of Completion)
NB: Lifetime access also available at extra cost.

CPE: 40 hours (equivalent to 5 days of classroom training)

Courses, Online:

  • 1st December, 2017
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MYOB Training Courses

MYOB Courses, Online
Multi-dates

MYOB Courses, Online: Learn how to set up the chart of accounts, opening balance, customer, supplier and invoices to daily transactions, payables, receivables, GST, Reports and BAS as well as Payroll in this series of 5 training courses.

Event Details

Content:

  • MYOB Setup and customisation
  • MYOB Daily Transactions (Sales, Purchases and Banking)
  • MYOB Bank Reconciliations
  • MYOB GST, Reporting & BAS and End of Year
  • MYOB Payroll

Cost: $249 (12 month access) or $349(12 month access & Certificate of Completion)
NB: Lifetime access to course content is also available

CPE: 32 hours (equivalent to 4 days of classroom training)

Courses, Online:

  • 1st December, 2017
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Xero Training Courses

Xero Courses, Online
Multi-dates

Xero Courses, Online: Learn how to set up the chart of accounts, opening balance, customer, supplier and invoices to daily transactions, payables, receivables, GST, Reports and BAS as well as Payroll in this series of 3 training courses.

Event Details

Content:

  • Xero Setup Training Course
  • Xero Daily Transactions & Reporting Training Course
  • Xero Payroll Training Course

Cost: $249 (12 months access) or $299 (12 months access & Certificate of Completion)

CPE: 24 hours (equivalent to 3 days of classroom training)

Courses, Online:

  • 1st December, 2017
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Quickbooks Online Product Update Webinars

Webinar, Online
Multi-dates

Webinar, Online: Quickbooks are hosting 2 online product update webinars on the latest features in QuickBooks Online Accountant and QuickBooks Online to help you save time in 2018!

Event Details

Content:

  • New ways to work with your clients and team
  • New tools to analyse business income and expenditure
  • New reports to understand GST obligations better
  • Better ways to invoice and purchase in instalments
  • Improvements that can give you back valuable time in your day

Cost: Free to attend

Webinar, Online:

  • 6th December 2017, 12:30pm - 1:30pm
  • 12th December 2017, 10:00am - 11:00am

If you need any more information please do not hesitate to contact the Intuit team on 1800 618 521

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ACNC Webinars

Webinar, Online
Multi-date

Webinar, Online: Attend these free ACNC run Webinars covering best practice for the Not-for-Profit and Charities sectors.

Event Details

 

Below are upcoming webinars. Please visit the webpage to register.

You can also access peviously held webinars, and subscribe to email updates via this webpage.

Cost: Free

  • Administration Costs and Charity Spending
    This webinar will help charities, the public and donors understand what administration costs are, why they are an important part of running a charity, and the difficulty with focusing on administration costs as a way of evaluating a charity.

    Webinar, Online:
    • 12th December 2017, 12:00pm - 1:00pm AEST
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QuickBooks Online Advanced Certification

QuickBooks Courses, Online
24th January, 2018

QuickBooks Courses, Online: Take your QuickBooks Online skills to expert level over the end of year break with Advanced Certification.

Event Details

Join us online on 24th January, 2018, or work through the Advanced Certification modules in the Advisor Portal.

You will learn about:

  • Categories, Classes and Locations
  • Advanced Inventory
  • Budgets
  • Multi Currency
  • ABA files
  • And more

Win New Clients

Did you know when you complete Advanced Certification, we update your profile so you feature higher in the Find a ProAdvisor list? Another great way to start 2018!

We look forward to seeing you online soon.
And if you have any queries, please give the team a call on 1800 618 521.

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Calxa Club

Presentation, Multi-locations
Multi-date

Presentation, Multi-location: Join the Calxa team for an informative discussion on how to work with Calxa online.

Event Details

Content:

  • The benefits of using Calxa online
  • The transition process for your organisation
  • What you can do online nowWhat’s coming soon
  • Managing your subscription online

See individual event registration links for agenda and timing.

Cost: Free

Presentation, Multi-locations:

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