Basic Bookkeeping

This practical administration workshop develops knowledge, judgement and workplace application in basic bookkeeping. Participants explore good-practice principles, work through realistic examples and practise tools that can be adapted to their own roles and organisations.

The workshop emphasises active participation, reflection and transfer of learning. Facilitators can contextualise examples, exercises and discussion around the organisation's policies, industry, workforce and operating environment.

• Explain the key principles associated with accounting equation and basic financial records.
• Apply practical tools and techniques for source documents and transaction classification.
• Use cash receipts, payments and petty cash to support better workplace decisions and outcomes.
• Recognise common risks, barriers and good practices relating to ledgers, trial balances and basic reconciliations.
• Develop a practical approach to simple income statements and balance sheets that can be used after the workshop.

Administrative professionals, office support staff, coordinators, supervisors and employees who want stronger day-to-day office and business support skills.

• Accounting equation and basic financial records
• Source documents and transaction classification
• Cash receipts, payments and petty cash
• Ledgers, trial balances and basic reconciliations
• Simple income statements and balance sheets
• Accuracy, controls and record retention