Governmental Accounting 300 Proprietary & Fiduciary Funds
Learn governmental accounting from a practicing CPA, CGMA, CPI, with B.S.Tax.
Governmental Accounting 300 Proprietary & Fiduciary Funds - Website
2 Governmental Accounting Objectives & Reporting Requirements
PDF - 105 Governmental Accounting Objectives
105 Governmental Accounting Objectives
PDF - 106 Governmental Accounting vs Not-For-Profit Accounting
106 Governmental Accounting vs Not-For-Profit Accounting
PDF - 107 Does Non-Profit Mean Money Does Not Matter
107 Does Non-Profit Mean Money Does Not Matter
PDF - 110A Governmental Accounting Objectives
110A Governmental Accounting Objectives
PDF - 125A Government Financial Reporting Requirements
125A Government Financial Reporting Requirements
PDF - 130A Federal Government Financial Reporting Overview
130A Federal Government Financial Reporting Overview
PDF - 140B State & Local Governmental Accounting Objectives, Primary Users, & Usefulness
140B State & Local Governmental Accounting Objectives, Primary Users, & Usefulness
PDF - 150B State & Local Governmental Accounting Supplemental Information
150B State & Local Governmental Accounting Supplemental Information
PDF -160B State & Local Governmental Accounting Elements of Financial Statements
160B State & Local Governmental Accounting Elements of Financial Statements
PDF - 170B State & Local Governmental Accounting Financial Reporting Model
170B State & Local Governmental Accounting Financial Reporting Model
PDF - 180B State & Local Governmental Accounting Fund Reporting
180B State & Local Governmental Accounting Fund Reporting
PDF - 190C Governmental Operating Statement Accounts Government-Wide Expenses & Revenues
190C Governmental Operating Statement Accounts Government-Wide Expenses & Revenues
PDF - 200C Governmental Funds Characteristics
200C Governmental Funds Characteristics
PDF - 210C Budgetary Accounts
210C Budgetary Accounts
PDF - 220C Fund Balance Sheet & Operating Statement Accounts Budgetary Accounts
220C Fund Balance Sheet & Operating Statement Accounts Budgetary Accounts
PDF - 230C Revenue Sources & Classifications
230C Revenue Sources & Classifications
PDF - 240C Encumbrances & Expenditures
240C Encumbrances & Expenditures
Governmental Accounting G1
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3 Proprietary Funds Introduction
PDF - G2 Proprietary Funds Introduction
G2 Proprietary Funds Introduction
PDF - G4 Internal Service Funds
G4 Internal Service Funds
Governmental Accounting G2
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4 Internal Service Funds
PDF - G19 Internal Service Fund Transactions
G19 Internal Service Fund Transactions
Excel Worksheet Download
Worksheet - G19 Internal Service Fund Transactions & Financial Statements Part 1
Worksheet - G19 Internal Service Fund Transactions & Financial Statements Part 2
PDF - G19B Internal Service Fund Closing Entries
G19B Internal Service Fund Closing Entries
PDF - G19C Internal Service Fund Financial Statements
G19C Internal Service Fund Financial Statements
PDF - G20 Internal Service Fund & Gov Wide Trans
G20 Internal Service Fund & Government-Wide
Excel Worksheet Download
Worksheet - G20 Internal Service Fund & Gov Wide Trans & Financial Stmt Part 1
Worksheet - G20 Internal Service Fund & Gov Wide Trans & Financial Stmt Part 2.ENCODING
Governmental Accounting G3
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5 Enterprise Funds
PDF - G21 Enterprise Fund
G21 Enterprise Funds
PDF - G24 Enterprise Fund Transactions
G24 Enterprise Fund Transactions
PDF - G25 Enterprise Fund
G25 Enterprise Fund Financial Statements
Excel Worksheet Download
Worksheet - G25 Enterprise Fund Part 1
Worksheet - G25 Enterprise Fund Part 2
Governmental Accounting G4
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6 Fiduciary Funds
PDF - H2 Fiduciary Funds Overview
H2 Fiduciary Funds Overview
PDF - H4 Custodial Funds
H4 Custodial Funds
PDF - H6 Trust Funds
H6 Trust Funds
PDF - H8 Investment Pools
H8 Investment Pools
PDF - H12 Pension Trust Funds
H12 Pension Trust Funds
PDF - H19 Custodial Fund & General Fund
H19 Custodial Fund & General Fund
Excel Worksheet Download
H19 Custodial Fund & General Fund
PDF - H20 Special Assessment Debt Fund
H20 Special Assessment Debt Fund
Excel Worksheet Download
H20 Special Assessment Debt Fund
PDF - H22 Investment Pool Trust Fund
H22 Investment Pool Trust Fund
Excel Worksheet Download
Worksheet - H22 Investment Pool Trust Fund
Governmental Accounting G5
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Governmental Accounting 300 Proprietary & Fiduciary Funds will focus in on the accounting for proprietary and fiduciary funds.
We recommend first taking Governmental Accounting 100 and Governmental Accounting 200 or have equivalent experience before taking this course.
The course will provide an overview of governmental accounting. As we move through the course, we will focus on areas of governmental accounting that are different from for-profit accounting.
We will consider what proprietary funds are and when a proprietary would be used within governmental accounting. Learners will understand the accounting methods and principles applied to proprietary funds. The two types of proprietary funds are internal service funds and enterprise funds.
Learners will learn what an internal service fund is and when an internal service fund will be used. We will demonstrate example problems related to the internal service fund and provide students with the opportunity to work practice problems in Excel along with step-by-step instructional videos and an answer key. As we record accounting transactions for the internal service fund, we will also consider how other related funds may be affected and record appropriate transactions to them. We will also record transactions related to the government-wide level.
The course will explore what an enterprise fund is and when an enterprise fund will be used. Students will have the opportunity to view and then work multiple problems related to an enterprise fund. As we consider the accounting for the enterprise fund, we will also see how other funds may be affected and will enter transactions at the government-wide level.
Next, we will obtain an understanding of what fiduciary funds are and when they will be used. The course will discuss different examples of fiduciary funds. We will demonstrate problems and provide students with the opportunity to work problems related to fiduciary funds.
The course will demonstrate financial reporting for state and local governments. We will also demonstrate the reconciliation of governmental activities and governmental funds and provide example problems for learners to work through in a step-by-step process along with instructional videos.
The course will also include a comprehensive problem.
Instructor
Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).
Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.
In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele’s teaching philosophy is to make content applicable, understandable, and accessible.
Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.
Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.
Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.
Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.
The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.
Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge.