About this Event
Learn healthcare bookkeeping, accounts payable and receivable, payroll fundamentals, bank reconciliation, expense tracking, budgeting, financial statements, revenue analysis, and monthly reporting. Explore how to organize financial information for medical practices and support informed business decisions.
Hands-on experience: Practice bookkeeping ledgers, reconcile sample bank statements, build spreadsheets, prepare income statements and balance sheets, and create monthly financial reports.
Career pathways: Healthcare bookkeeper, accounting assistant, financial reporting assistant, and practice finance coordinator.
30-Hour Certificate Course
Compliance • Financial Operations • Reporting
This course introduces the administrative and financial processes used to manage healthcare organizations. Students learn to develop policies and procedures, organize financial information, prepare basic accounting reports, and support operational accountability.
Topics covered
- Creating healthcare policies and standard operating procedures.
- Documentation standards, policy reviews, and approval workflows.
- Introduction to healthcare accounting and bookkeeping.
- Revenue, expenses, payroll, and accounts receivable fundamentals.
- Budget preparation and expense monitoring.
- Income statements, balance sheets, and cash flow reports.
- Accounts reconciliation and financial data accuracy.
- Compliance documentation and internal controls.
- Key performance indicators and management reporting.
Hands-on learning: Draft a sample healthcare policy manual, create a departmental budget, complete bookkeeping exercises, reconcile sample transactions, and prepare financial and operational reports.
Certificate: Certificate of course completion from Apex Strategic Partners Inc., subject to program requirements.
Ideal for: Healthcare administrators, office managers, billing supervisors, practice owners, and professionals responsible for financial reporting and organizational policies.
Event venue & nearby stays
275 Carpenter Hill Ln, Cary, NC 27519, United States
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