These are the major steps that you will learn at CASE. You will progress from NEW to EXPERIENCED at your own pace.

1. Community Accountants Social Enterprise: Associates Progression v20180920
Steps Level andrate per hour New
$0
Inexperienc-
ed $15
Experienced
$19.5 or $26
1. Committo a weeklywork,training&travel schedule
2. Professionallyperformclientworkflowandtasks
3. Maintainaccountantfile copyof records incl spreadsheets
4. Organize andfile clienttransactionreceipts
5. IdentifyLOB,revenuetypes,andmajorclientcontracts
6. Identifyexpense typesand compile chartof accounts
7. Sort and code receiptsidentifyingdate,paymentsource,
amount,salestax,accountclassification.
8. Identify &track capital assetpurchasesanddispositions
9. Verifybusinesspurposeof receipts&expense claimforms
10. Match receiptstopaymentsourcesincludingonline feeds.
11. Reconcile paymentsources(bank,cc,paypal,cash,etc)
12. Reconcile &prepare remittances:sales&payroll tax,WSIB
13. Software dataentry – directfeedsandjournal entries
14. Adjustments –physical inventory,accruals,prepaids,
amortization,dividends,investmentg/l
15. Compile andreconcile T4,T4A,T5, T5018
16. Run andanalyze reports:FS,AR,AP,etc
17. Advanced: Review FSanddistributionswithowners
18. Advanced:CompileT2and CIT provision
19. Advanced:Close the booksinthe software
20. Advanced:Prepare andtrack Investments
21. Advanced:Prepare payroll
22. Advanced:Prepare andtrack budgets
23. Advanced:CompileT1s
24. Train clients onbookkeepingandsoftware
25. Setup newclientsinsoftware
26. Performmarketingandbusinesspromotion

2. Explanationof the Associate’sprogressionregardingworkonbookkeepingclients
Associate status
and pay
Description Client status Client
fee
Distribution of client fee:
selling/working/training
New
$0
Learningstage;
performingsteps
undertraining
conditions
1st
yearclients
2nd
yearclients
$0
$19.50
$0 / $0 / $0
$13 / $0 / $6.50
Inexperienced
$15
Trainingcompleted;
performingsteps
subjecttotrainer
and qualityreview
3rd
year clients $39 $13 / $15 / $11
Experienced –1
$19.50
Performingsteps
independently
subjecttorigorous
qualityreview
3rd
yearclients $39 $13 / $19.0 / $6.50
Experienced –2
$26
Performingsteps
independently
subjecttonormal
qualityreview
3rd
yearclients $3 9 $13 / $26 / $0
I, _______________________________________ , agree to be associatedwithCommunityAccountants
Social Enterprise andtoprogressto the bestof myabilityfromnew associate toexperiencedassociate.

3. ____________________________________ _________________________________
Signature Date
_____________________________________ _________________________________
Trainer- Mentoracceptance (signature) Date