Our interactive CDRom-based programs are designed to teach accounting principles and concepts to business owners, managers and bookkeepers who are responsible for entering or interpreting accounting data.


Appropriate for use with ANY accounting software.


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Find out how much you know and how much you need to brush up on with our bookkeeping quiz.
Compare your answers.

Click here to learn about our other application
InCharge! designed to help you interpret your financial statements.
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Home > Product Information > TakeCharge!

Training Topics   
Screen Shots   
Printouts   
Checklists   
System Requirements   
 


Bookkeepers are largely self-taught with few resources to call on when they encounter frustrating accounting questions. After completing the program, users will have increased confidence and understanding. They'll know when, where and how to add accounts to the chart of accounts. They'll be able to find and correct their own bookkeeping errors. They'll know how to review the financials produced by the accounting system before presenting them to management.

TakeCharge! includes an introduction to financial statements, a discussion of principles and concepts, and detailed information on reviewing accounting data for reasonableness. There's a section with examples and descriptions of accounts, a section of common questions and answers and a comprehensive glossary. Each section includes several interactive opportunities for the user to confirm their understanding of the material.

 


Here's a list of topics covered in TakeCharge!

Major Training Areas Include:
• Introduction to Financial Statements
• Principles and Concepts
• Chart of Accounts
• Review for Reasonableness
• Frequently Asked Questions
• Glossary

Partial List of Topics Covered:
• Basic Financial Statement Formats
• The Accounting Equation
• Structure of the Chart of Accounts
• Adding Accounts to the Chart of Accounts
• Debits and Credits
• Using T-Accounts
• Reviewing Balance Sheet Accounts
• Correcting Coding Errors
• Use of Trend Statements
• Period End Processing
Intended audience:
Bookkeepers, business owners
Special requirements:
sound card/speakers
Accounting software:
not system specific
Format: CDRom
Price: $99
Click here to order or call
toll free 877-272-7429

TakeCharge! is only $99

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Click here
to order or call
toll free
877-272-7429

TakeCharge!
is only $99

BACK TO TOP

Here's the main menu. Each section includes several interactive opportunities for you to confirm your understanding of the material.

Practical examples taken from real world experience are used. Two narrators discuss each example, with active highlighting to focus your attention on appropriate areas of the screen. The topics can also be printed for future reference.
   

The Glossary and Chart of Accounts sections will be readily at hand when questions arise in your daily work.
 
You will find answers to many common accounting questions. Interesting, attractive screens make it easy to stay focused during the entire course.
 
TakeCharge! offers great reference material for each topic or discussion covered throughout the program. With over 100 pages of documentation available, you can selectively print topics and create your own manual that will be useful on a daily basis.
Here are just a few examples:
 

Click on each link to view or print PDF documents.

•  Glossary Sample
•  FAQ - Petty Cash Coding
Balance Sheet Review - Accounts Receivable
Click here to order
or call toll free
877-272-7429

TakeCharge! is only
$99

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TakeCharge! includes several checklists that bookkeepers find useful.

Click on each link to view or print these PDF files.
•  Review for Reasonableness Checklist - A list of reports, accounts and items that should be reviewed monthly for any unusual or questionable data
•  CPA Checklist - A list of policies and procedures you should discuss with your accountant
•  Company Facts Sheet - A quick reference to some facts you should know about your company





 

• Windows 98 or better
• High Color
• CDROM drive
• Sound card & speakers or headphones
• Adobe Acrobat Reader for printing
Click here to learn about
our other application
InCharge! designed to
help you interpret your
financial statements.

 
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