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Md. Shamim Uz Zaman, CPA
Certified Public Accountant, Affiliate / (ACPA / FCPA)
SZX – Shamim Zaman AccountiX (Founder & Owner)
PGD in Certified Public Accountants & Tax Advisers, cont`d, IFA, London UK.
PGD in Financial Management, BIM, Dhaka
MSc. in Economics, BUBT, Dhaka
MBA in Finance, BUBT, Dhaka
BA (Hons) in Business Studies, GU, London UK.
Basic Skill:
1. Certificate on “Pro Advisor” from Accounting Software: QuickBooks / Xero / Wave / Sage Business Cloud Accounting /
FreshBooks / Blackline / Vic.ai / SAP Business one/Sage 50 / Zoho etc.
2. Corporate Etiquette Basic of Entrepreneurship
3. MS Office
4. Online Proficiency
Knowledge with experience:
1. Internship in Financial Market & Economics (2013, 6 Months, LIVE trading with broker in London)
2. Internship in EXIM Bank
3. Case Studies on Economics and Banking
4. Case Studies on Financial Management
5. Supervisor at H2O Car Service, London. UK
Institute of Financial Accountants, UK.
CPA Programme: PGD in Public Accounting & Taxation
CPA and Tax Advisers, Bangladesh
IFAC Member Bodies: IFA, London, UK. & IPA, Australia. ICAB / ICMAB / ICSB, Bangladesh.
2 Years Programme, 04 parts
Part 01 – PGD in Public Accounting:
Unit 1: Financial Accounting
Unit 2: Financial Management
Unit 3: Macroeconomics
Unit 4: Intermediate Accounting 01
Unit 5: Intermediate Accounting 02
Unit 6: Advanced Accounting
Unit 7: Cost Accounting
Unit 8: Auditing & Assurance
Part 02 – PGD in Income Tax Management
Unit 1: Tax System in Bangladesh
Unit 2: Personal Taxation
Unit 3: Business Taxation
Unit 4: Tax Deduction at Source (TDS) and Advance Income Tax
Unit 5: Tax Assessment and Penalty
Unit 6: Charge of Income-Tax, Exemptions and Allowances
Unit 7: Income Tax Appeal, Reference and ADR
Unit 8: International Taxation and Transfer Pricing
Part 03 – PGD in Vat Management
Unit 1: Vat System in Bangladesh
Unit 2: Vat Registration and Turnover Tax Enlistment
Unit 3: Imposition of VAT, Collection and Recovery
Unit 4: Supplementary Duty and Turnover Tax
Unit 5: Vat Accounting and Return Filing
Unit 6: Vat Deduction at Source (VDS) and Advance Tax (AT)
Unit 7: Audit, Investigation, Offence, Trial and Punishment
Unit 8: Vat Appeal, Revision and ADR
Part 04 – Professional Integrity Module
Md. S. U. Zaman
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Bangladesh Institute of Management, Dhaka
PGD in Financial Management
1 Year Programme, 02 parts, 39 Credits
1st Semester:
Fundamental of Financial Management
Principles of Accounting
Business Economics
Statistics
Cost Accounting
Management Accounting
2nd Semester:
Advanced Financial Management
Financial Auditing
Income Tax & VAT
Principles & Practices of Banking
Computer Application in Financial management
Presentation
Viva-Voice
Internship: Financial Asset Trading & Investing in Financial Market (Financial Asset/ Instrument/ Security/ Product: Share
/Bond /Derivatives /Debenture /Future /Option /Currency /Foreign Exchange /Metal (gold/silver) /Energy /Power
/Commodities)
Bangladesh University of Business & Technology, Dhaka
MBA in Finance
2 Years Programme, 06 Semester, 67 Credits
1st Semester:
Introduction to Business
Managerial Communication & Report Writing
Financial Accounting
Mathematics for Decision Making
2nd Semester:
Principles of Finance
Human & Organizational Behavior
Computer & Information Management
Fundamental of Management
3rd Semester:
Project Management
Strategic Management
Managerial Accounting
Business Statistics
4th Semester:
Human Resource Management
Business & Industrial Law
Marketing Management
Managerial Economics
5th Semester:
Corporate Finance
Management of Financial Institution
Security Analysis & Portfolio Management
Research Methods in Business
6th Semester:
Invest Management
Internship: EXIM BANK
Md. S. U. Zaman
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Bangladesh University of Business & Technology, Dhaka
MSc in Economics
1 Year 4 Months Programme, 04 Semester, 39 Credits
1st Semester:
Advanced Microeconomics Theory I
Advanced Microeconomics Theory II
Advanced Macroeconomics Theory I
Advanced Macroeconomics Theory II
2nd Semester:
Advanced Econometrics
Advanced Development Economics
International Economics
Energy & Resource Economic
3rd Semester:
Applied Econometrics
International Financial Management
International Economic Institutions
Contemporary Issues in World Economy
4th Semester:
Internship: Internship: Financial Asset Trading & Investing in Financial Market (Financial Asset/ Instrument/ Security/
Product: Share /Bond /Derivatives /Debenture /Future /Option /Currency /Foreign Exchange /Metal (gold/silver) /Energy
/Power /Commodities)
Greenwich University of London, UK
BA (Hons) in Business Studies
3 Years Programme, 06 Semesters, 365 Credits
1st Semester:
Business Environment
Organization & Behavior
Managing Financial Resources & Decisions
Marketing Principle
2st Semester:
Aspects of contract & Negligence for Business
Business Strategy
Business Decision Making
Research Project
3rd Semester:
Personal & Professional Development
Managing Business Activities to Achieve Result
Working with & Leading People
Business Law
4th Semester:
Human Resource Management
Business Ethics
The Internet & E-Business
Operation Management in Business
5th Semester:
Managing Strategy
International Business Management
Small Business Development
Thematic Independent Study
6th Semester:
Internship: Financial Asset Trading & Investing in Financial Market (Financial Asset/ Instrument/ Security/ Product: Share
/Bond /Derivatives /Debenture /Future /Option /Currency /Foreign Exchange /Metal (gold/silver) /Energy /Power
/Commodities)
Md. S. U. Zaman
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New York City, USA
Coders Trust, Bangladesh
Accounts Management Systems
03 parts, 3 Months
LEARNING OUTCOMES: (QuickBooks & Xero)
• Create and Add charts of accounts
• Create Financial Statements and Organizational Reports
• Manage Customers, Suppliers, and Employees
• Manage Bills and Quick Expenses
• Manage Inventory – Products & Services
• Manage Sales Invoices and Sales Receipts
• Manage Payroll, Lists & Tools
• Add Conversion Balances
• Reconcile transactions with Bank and Credit Card Statements
•
COURSE REQUIREMENTS / PRE-REQUISITES:
• Accounting background – BBA/MBA
• Basic knowledge of PCs, MS Windows, internet, and online proficiency
• Basic knowledge of English (reading/writing/speaking)
Part 1: QuickBooks Online (QBO):
• Identify the benefits of using QuickBooks Online
• Understand the steps to manage Company Settings
• Recognize the features of Online Invoices
• Identify the functionality of QuickBooks Payments
• Define common QuickBooks concepts and terms related to recording transactions
• Identify best practices when using QuickBooks Online to record revenue
• Determine appropriate sales-related settings
• Identify best practices when using QuickBooks Online to record expenditures
• Determine appropriate expense-related settings
• Identify additional transactions initiated using the Quick Create menu
• Recognize the functionality of Recurring Transactions
• Identify the steps to set up and utilize bank feeds
• Determine the steps to reconcile transactions to a bank statement using the Reconcile tool
• Identify the steps to set up QuickBooks Online Payroll
• Identify the steps to find, purchase and access apps that work with QuickBooks Online
• Determine the steps to utilize advanced features: multicurrency, preparation and reporting for forms 1099 and the Sales Tax Center
• Identify the benefits of using QuickBooks Online reports
• Identify common mistakes made in QuickBooks Online and how to fix them
• Bank Reconciliation
• Microsoft Office
Part 2: Xero Online (QBO):
• Use various functions using Xero accounting software
• Post the wages journal
• Enter the opening Balances
• Post customer invoices to the sales ledger
• Post supplier bills to the purchase ledger
• Add New Customer & Supplier Details
• Enter the supplier cheques and record the customer receipts
• Prepare the VAT return
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• Reconcile the bank
• Post-Petty Cash transactions
• Post adjustments to the accounts and produce the month-end report
Part 3: Software Taught: • Using QuickBooks Online for the First Time
• Intuit QuickBooks • Managing Sales & Customers
• Xero • Managing Suppliers & Bills
• Wave • Working with Transactions
• Sage Business Cloud Accounting • Managing Payroll, Lists & Tools
• FreshBooks • Advanced Features
• Blackline • Reporting
• Vic.ai • Marketplace Class (Fiverr)
• SAP Business one • Marketplace Class (Own Branding/SEO)
• Sage 50 • Marketplace Class (Upwork)
• Zoho • Marketplace Class (Freelancer)
• etc. • Financial Managers
COURSE MODULE: • Document Control Specialists
• Orientation and getting to know each other • Investment Managers
• Oracle Financial Application Specialists
SZX – Shamim Zaman Accountix
Accounting and Financial Service
Est. 2012
Md. Shamim Uz Zaman, CPA
Certified Public Accountant, Affiliate / (ACPA / FCPA)
SZX (Founder & Owner)
PGD in Certified Public Accountants & Tax Advisors, cont!d, IFA, London UK.
PGD in Financial Management, BIM, Dhaka
MSc. in Economics, BUBT, Dhaka
MBA in Finance, BUBT, Dhaka
BA (Hons) in Business Studies, GU, London UK.
Address & Contacts:
YouTube & Facebook:/szx
Skype Zoom Google Meet:
Web: www.szxcpa.com
E-mail: szxcpa@gmail.com
E-mail: shamim0008@gmail.com
Landline: 0088 02 580 531 25
IP Phone: 0088 0963 9191 777
WhatsApp: 0088 0177 6291 777
Cell No: 0088 0157 5052 918
Cell No: 0088 0177 6291 777
House-13, Road-18, Block-B, Bauniabadh R/A, Pallabi, Sec- Mirpur-11, Dhaka - 1216, Bangladesh
Company Details:
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Brand Name: SZX – Shamim Zaman AccountiX
Service Name: Accounting and Financial Service
Slogan: Business Decision by Accounting and Financial Service
Brand Logo: Done
Brand Tune: Heart beat
Brand Color: Black & Red
URL: szxcpa.com.bd youtube/szx, facebook/szx,
Character: Accounting and Financial Service
Memorable: Brand Name
Meaningful: Brand Name & Logo
Likeable: Professional LIVE Streaming
Transferable: 1000 ways
Protectable: verification (Blue Badge) (szx.com.bd/yt/fb)
Adaptable: 1000 ways
Self-Study
Accounting (Specialized) 10. FIN - 409: International Financial Management
11. FIN - 410: Working Capital Management
12. FIN - 411: Micro Finance
1. ACT - 101: Introduction to Financial Accounting 13. FIN - 433: Financial Markets and Institutions
2. ACT - 202: Introduction to Management Accounting 14. FIN - 435: Investment Theory
3. ACT - 203: Income Taxation Management & Vat Mgt. 15. FIN - 455: Financial Modeling Using Excel
4. FIN - 254: Introduction to Financial Management 16. FIN - 464: Bank Management and Electronic Banking
5. ACT - 320: Intermediate Accounting I 17. FIN - 470: Insurance and Risk Management
6. ACT - 321: Advanced Financial Accounting 18. FIN - 480: Financial Derivatives
7. ACT - 380: Auditing & Assurance 19. FIN - 602: Corporate Financial Strategy
8. ACT - 404: Intermediate Accounting II 20. FIN - 609: Marketing of Financial Services
9. ACT - 405: Principles of Auditing 21. FIN - 635: Financial Analysis and Control
10. ACT - 406: Advanced Management Accounting 22. FIN - 640: Real Estate Finance
11. ACT - 407: Accounting information system 23. FIN - 643: Capital Investment Decision
12. ACT - 408: Security Analysis and Portfolio Mgt. 24. FIN - 646: Theory of Finance
13. ACT - 409: Advanced Accounting 25. FIN - 649: Capital Budgeting
14. ACT - 410: Accounting Theory 26. FIN - 650: Project Appraisals and Management
15. FIN - 411: Micro Finance 27. FIN - 680: Case Studies in Finance
16. ACT - 432: International Accounting
17. ACT - 434: Accounting for Specialized Institutions Basic Module Computer
18. ACT - 501: Managerial Accounting
19. ACT - 502: Cost Accounting 1. CIS - 101: Introduction to Computer Science
2. CIS - 202: Computer Application
3. CIS - 410: Management Information System
Finance (Specialized) 4. MIS - 107: Computer Information System
5. ITS - 093: Business Computing
1. FIN - 301: Introduction to Finance Mathematics
2. FIN - 302: Managerial Finance
3. FIN - 303: Banking and Insurance 1. MAT - 101: Fundamental of Mathematics
4. FIN - 403: Corporate Finance I 2. MAT - 102: Mathematics for Decision Making
5. FIN - 404: Corporate Finance II 3. BUS - 135: Applied Business Mathematics
6. FIN - 405: Security Analysis and Portfolio Management
7. FIN - 406: Management Financial Institution Economics
8. FIN - 407: Investment Management
9. FIN - 408: Financial Statement Analysis Reporting 1. ECO - 101: Introduction to Microeconomics
Md. S. U. Zaman
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2. ECO - 202: Introduction to Macroeconomics
3. BUS - 525: Managerial Economics 1. OPN - 301: Production and Operation Management
Statistics Entrepreneurship
1. STA - 201: Introduction to Statistics
2. STA - 202: Applied Statistics 1. ENT - 606: Corporate Entrepreneurship
Operation
Md. S. U. Zaman
