Bookkeeping & Finance Made Easy

This 2-day workshop covers in simple terms the important basics of accounting, finance and bookkeeping in simple, everyday terms.

Specifically designed for non-finance based personnel, the course cuts through the clutter and the jargon to help you understand concepts, terms and issues easily and with little fuss.

Typical scenarios and real-world examples will be covered, and you will use simple tools—such as a ‘pen and paper’ and spreadsheet application—to help you understand better important concepts.

Plus, you can bring along your questions!

Bookkeeping & Finance

March 14th, 2022

  • Made Easy

Bookkeeping & Finance – Made Easy

Detailed Content

This is a 2-day hands-on, face-to-face session and participants will learn how to:

  • State the meanings of and give examples for:
    cash accounting v. accrual accounting
    GAAP (Generally Accepted Accounting Principles)
    credit and debits
    – accounts receivables (trade debtors)
    – accounts payables (trade creditors)
    assets, liabililtes, equity
    expenses (running costs) and cost of sales
    chart of accounts
    – private company, public company, sole trader, etc
    inventory stock v non-inventory stock
    – full tax deduction v. depreciated items
    – asset purchase v. asset lease
    working capital and cashflow
    – departmental accounting and tracking
    – starting a new financial year and new payroll year
  • State the meanings of and what can be concluded from standard finance reports:
    Profit & Loss and Balance Sheet
    Budgeted v Actuals P & L
    Income Analysis
    Debt to Equity Ratios, etc.
  • State what to monitor and what to report to understand the ‘health’ and ‘performance’ of the business.
  • Devise, state and measure relevant KPIs (key performance indicators) for a business.
  • Devise a simple budget and state the benefits of budgeting and monitoring finances against budgets along with projected cashflows.
  • State where to look for industry standard performance averages for particular business types.
  • State the main tools that can be used to manage the finances and accounts (eg, MYOB, Xero, etc).

Flexible Options

Courses are delivered in our training rooms, or can be conducted in your training room onsite. And content/outcomes can be customised/tailor-made to your requirements.

See Benefits to the right for a list of services provided to all participants (depending on the course).

For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.


No experience or prior knowledge in finance or bookkeeping is required nor assumed. Participants are expected to have a sound knowledge of and experience with a Windows PC.

    No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.

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