Office Manager (Voucher Included)   

Train for a successful office management career while gaining in-demand skills in Microsoft Office, QuickBooks Online, and business leadership—with certification prep and exam vouchers included.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs and Chromebooks are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
• Microsoft Office 365, 2021, or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• QuickBooks Online (Free 1-year subscription and practice site included in enrollment.) An additional subscription or software purchase for QuickBooks Online is not required to complete this course. However, please note that this course is only suitable for the QuickBooks Online version.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment.

• Bookkeeping for Dummies, 3rd Edition (eBook)
• QuickBooks Online software
  • Your enrollment in this course includes a free 1-year full subscription to QuickBooks Online. You will learn how to access and activate this subscription during the course.
• Management (15th Edition) by Richard Daft (eBook)

Office managers are vital in any business office setting, ensuring day-to-day workflow runs smoothly. If you are thinking of starting a business, or are a business owner, entrepreneur, or looking to build foundational knowledge in business operations, this program will equip you with a highly transferable skill set and train you for a career as an office manager.

This comprehensive online office manager course consists of 12 separate modules designed to provide you with vital, real-world business insights and help you learn the essentials of business and management. You will gain an understanding of financial and accounting terms, successful negotiation strategies, the marketing process, employment law, and key compliance and regulatory requirements, including licensing, permits, and taxes. In addition, the curriculum explores the seven management disciplines that are essential to long-term success.

You will also gain essential computer software skills, including best practices for using QuickBooks Online and Microsoft Office. This office manager training program prepares you for the Microsoft Office Specialist (MOS) Expert certification and the QuickBooks Certified User (QBCU) exams, with exam vouchers included. By combining Microsoft Office Specialist training, QuickBooks certification training, and management training, this certification bundle equips you with the technical and leadership skills needed to succeed as an office manager.

1. Microsoft Office Specialist (MOS) Expert Certification Training
   1. Introduction to Microsoft Excel
   2. Intermediate Microsoft Excel
   3. Advanced Microsoft Excel
   4. Microsoft Excel Final Exam
   5. Introduction to Microsoft Word
   6. Intermediate Microsoft Word
   7. Advanced Microsoft Word
   8. Microsoft Word Final Exam
   9. Introduction to Microsoft PowerPoint
   10. Advanced Microsoft PowerPoint
   11. PowerPoint Final Exam
   12. Introduction to Microsoft Outlook
   13. Advanced Microsoft Outlook
   14. Microsoft Outlook Final Exam
   15. Introduction to Microsoft Access
   16. Advanced Microsoft Access
   17. Microsoft Access Final Exam
2. Professional Bookkeeping with QuickBooks Online
   1. Introduction to Bookkeeping
   2. Accounting Basics
   3. Getting Started With QuickBooks Online
   4. The Chart of Accounts
   5. Centers and Lists
   6. Bank Accounts
   7. Recording Expenses and Paying Bills
   8. Credit Cards and Loans
   9. Sales Receipts
   10. Invoices, Estimates, and Customizing Sales Forms
   11. Billable Expenses and Customer Credits
   12. Sales Taxes and Reports
   13. Midterm Exam
   14. Product and Service Items
   15. Managing Inventory
   16. Managing Projects and Sales
   17. Progress Invoicing, Late Fees, and Bad Debts
   18. Payroll
   19. Fixed Assets and Loans
   20. Business Entities and Owner Transactions
   21. Banking Rules, Receipts, and Budgets
   22. Adjusting and Reviewing the Books
   23. Starting a Bookkeeping Business
   24. Your Career Roadmap: The Job Search and Future Opportunities (Optional Lesson)
   25. Communication and Organization (Optional Lesson)
   26. Final Exam
3. Management Training
   1. Introduction to Management Principles
   2. The Role and Responsibilities of a Manager
   3. Building a Personal Development Plan, Your Leadership Blueprint
   4. Corporate Culture in the Management Context
   5. Ethics and Social Responsibility
   6. Diversity, Equity, and Inclusion (DEIB)
   7. Strategic vs. Operational Thinking
   8. Goal Setting and Prioritization
   9. Planning and Execution
   10. Decision-Making
   11. Time and Project Management Fundamentals
   12. Managing Human Talent
   13. Managing Change
   14. Customer Relationship Management
   15. Leadership
   16. Motivating Employees
   17. Team Building and Collaboration
   18. Managing Communication and Conflict
   19. Controlling
   20. Career Planning

What you will learn

• Successfully set up a company file in QuickBooks Online and learn how to efficiently use the Microsoft Office suite
• Perform fundamental analysis of accounts, financial documents, and reports as well as essential bookkeeping duties and tasks
• Understand and apply basic accounting principles to bookkeeping practices
• Know the entire marketing process, including the roles of ethics and technology
• Develop basic practical and managerial skills and know the seven management disciplines essential to business success
• Understand the process of negotiating, evaluate negotiation styles, and consider successful negotiation strategies for most environments

How you will benefit

• Develop your professional communication skills, understand office etiquette, and gain confidence to thrive in a professional environment
• Explore your abilities as a leader and learn how to masterfully manage people and projects
• Stand out to future employers or customers by strengthening your skill set and gaining valuable management training
• Prepare to sit for the QuickBooks Certified User (QBCU) exam and Microsoft Office Specialist (MOS) exams: Word, Excel, PowerPoint, Outlook, and Access—exam vouchers included

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

Wade Lindenberger

Wade Lindenberger is a CPA with over 20 years of financial accounting and management experience in public accounting and private industry. He is currently Director of Finance and Administration for New Children's Museum. Before his current position, he worked as the National Finance and Accounting Service Line Leader for Premier Alliance Group, a national professional services firm. Wade was also Director of the Finance and Accounting service line for the San Diego office of a global, publicly held professional services firm. Before becoming a consultant, Wade was Divisional Controller for one of the leading health and fitness club chains in the world. He has also been Internal Audit Manager and Divisional Controller for a division of a Fortune 500 global energy project management company. He began his career with Coopers & Lybrand, predecessor to PricewaterhouseCoopers, one of the "Big Four" CPA firms. He has previously served as an instructor for courses at Coopers & Lybrand and at the University of California at San Diego for the Extension Course and is currently an adjunct professor at the University of San Diego School of Business. He is a member of the American Institute of Certified Bookkeepers' Advisory Board.

Helene K. Liatsos

Helene K. Liatsos is a business advisor and QuickBooks Certified Advisor with more than 25 years of experience. She consults for a range of companies, from travel agencies to startups. Her company Home Office Management Experts was awarded the 2004 Home-Based Business of the Year by the U.S. Small Business Administration. Helene holds a Bachelor of Arts from Fairleigh Dickinson University.

Deven Matthews

Deven Matthews is a tenured professor with over a decade of higher education experience and extensive expertise in course design, hybrid instruction, and applied learning. An accomplished author and curriculum developer, he specializes in translating complex management concepts into practical, skill-based learning. Deven is known for mentoring students and creating engaging, career-ready programs that bridge theory and real-world practice.