CHECKPOINT LEARNING® > Certificate Programs
Is your firm prepared to confidently support small business clients?
If you're not working with small businesses or haven't fully educated yourself on them, you're missing out. There are 28.8 million small businesses in the United States, accounting for 56.8 million of the country's employees. Small businesses (fewer than 500 employees) account for 99.7% of all business in the U.S.* That is a major business opportunity that your firm can't afford to miss.
The costs and complexity of government regulations often hit small and independent businesses the hardest. Because of this, small businesses are asking CPAs to do more than just bookkeeping and tax preparation. These additional requests create an opportunity for you to provide clients with information and advice on small business-specific issues, particularly the critical decisions involved in the start-up stage.
With the Checkpoint Learning Small Business Start-Up Certificate Program from Thomson Reuters, you can expand your skills, gain key knowledge and learn best practices for providing your current, and future clients, with small business consulting services.
The full program is comprised of eight interactive online courses covering small business start-up guidance in detail plus a comprehensive web-based final exam to test understanding of core concepts. Candidates in need of continuing education will be able to earn 39 CPE credits.
Online Self-Study Courses
The program includes a comprehensive, multiple-choice final exam to test understanding of core concepts. Note, each individual course concludes with an exam for CPE credit.
The Small Business Start-Up Certificate Program provides learners with the opportunity to earn up to 39 Continuing Professional Education credits.
The program can be completed in as little as one week or at your own speed for up to one year.
Small Business Start-Up Certificate
Those who successfully complete the program will earn a Checkpoint Learning Small Business Start-up Competency Certificate. Certificate holders can add this accomplishment to their resume or LinkedIn® profile.
If you have additional questions on this certificate program, please call us at 800.231.1860.
$499 per user
Or, to purchase multiple seats for your team or firm, please call us at 800.231.1860.
Online Self-Study Course Descriptions
Advising and Consulting to the Small Business (9 CPE credits). Advising and Consulting to the Small Business introduces you to the basic concepts of providing small business advice and consulting. It includes the distinction between giving small business advice, consultations, and engagements. Also included are methods for identifying the small business consulting services that a practitioner would provide to clients, effective principles and techniques for developing and conducting small business consulting engagements, and the pros and cons of working with closely held and/or family businesses in a small business consulting engagement. The final lesson includes a case study with tools and techniques for successfully conducting a small business consulting engagement.
How to Start a Business (8 CPE credit). Gain the tools that you need to start a business or successfully advise individuals who are starting a business. Advising small-business owners can be very satisfying if you get to watch one of these businesses grow and flourish, thanks in part to your own help. It can also be the beginning of a long-term relationship and result in tax, consulting, and other work in future years. The skills and knowledge you develop in advising new business owners can also be transferred to profitable consulting engagements for established businesses.
How to Write a Business Plan (6 CPE credits). How to Write a Business Plan covers all aspects of developing business plans. Thorough attention is given to sales revenue, production, research and development, marketing and distribution, and sales administration. The program also examines writing financial plans and implementing business plans.
Entity Comparisons (3 CPE credits). Entity Comparisons presents and explains the various types of entities available for conducting business, including LLCs and LLPs. It explains how these entities are created and operate. It further explains the entities' and owners' potential legal liabilities. Tax reporting requirements at the entity and owner levels for the different entities is also explained.
Financing Options for Businesses (3 CPE credits). Starting a new business, expanding an existing business or furthering the efforts of a nonprofit organization all require money. Financing any of these would be easy if there is a bank account with unlimited funds from which to draw. But, in most cases, financing is an issue with risks attached. Before one can reap the rewards of entrepreneurship, identifying the most appropriate source of financing is critical. This course explores some of the basic methods of financing a fledgling business, expansion of an existing business as well as offering some tips on finding grant funds for nonprofit ventures.
Fraud 101 – A Basic Prevention Guide for Small Businesses (4 CPE credits). The CPA profession has celebrated its over a century of service to the business and investing community. Throughout that century, the accounting profession, for the most part, has been allowed to operate in a self-regulated environment. A significant part of that self-regulation is that the accounting profession is responsible for establishing the accounting standards by which financial statements are to be prepared and the auditing and other attest standards that CPAs follow in providing assurance on those financial statements. It will come as no surprise to anyone that confidence in corporate America has been shaken by a series of accounting and fraud scandals. The scandals of Enron and Parmalat and others have heightened sensitivities over the role structured financing has played in questionable accounting practices. As business combinations have become more complicated and reports of accounting scandal and fraud become more prevalent, other authorities have intervened. In this program, we will focus on basic elements of fraud, evaluating the risks of fraud and discussing ways to implement the processes, procedures, and controls needed to mitigate such risks.
Accounting Apps for Your Business (1 CPE credit). Accounting Apps for Your Business discusses the various choices you have regarding accounting apps for your business including the pros and cons of each app and the features of these applications.
QuickBooks – Working With and Reporting Client Data (5 CPE credits). QuickBooks – Working With and Reporting Client Data walks the learner through some fundamental aspects of QuickBooks. The topics covered include an overview of working with the client's QuickBooks data, including using the accountant's report and the impact of the client working with different versions of QuickBooks than the practitioner. The course then walks the learner through the tools available for analyzing and adjusting financial data in QuickBooks, and preparing financial statements. Finally, the course helps the practitioner learn to customize financial statements using QuickBooks data.