Open bookkeeping journal with an expenses summary, receipts and a tax filing reminder
- Status
- Specialist course
- Subject
- Bookkeeping
- Level
- Intermediate
- Duration
- 30 guided learning hours — typically five days intensive or six weeks part time
- Delivery
- Live online, or on site for groups
- Options
- Individual, group or corporate
- Certificate
- Certificate of Completion · eligible for the academic pathway
- Availability
- Worldwide — Middle East, Asia, Africa, Europe, South America, or in the UK
- Study options
- Online from your own country, or in person in the UK
- Course fee
- Quoted on request
Course overview
Most organisations keep their books in software; comparatively few keep them well. This programme covers the transition and the discipline: designing a chart of accounts that produces useful reports, controlling bank feeds and automated coding rules, reconciling everything that can be reconciled, and producing month-end reports that a manager can act on. Teaching is software-neutral, so the skills transfer between the packages used across the region.
Who this course is for
- Bookkeepers moving from manual to computerised records
- Accounts staff inheriting a badly maintained ledger
- Finance staff implementing or migrating accounting software
- Business owners reviewing their own bookkeeping
Learning objectives
By the end of the programme learners will be able to:
- Design a chart of accounts that supports meaningful reporting
- Set up and control bank feeds and automated coding rules
- Reconcile bank, control and balance sheet accounts systematically
- Produce and interpret month-end management reports
- Plan and execute a clean migration between systems