Bookkeeping Fundamentals Training Course

Developing essential skills to perform your job well is a pre-requisite for achieving professional success.

The PD Training Bookkeeping Fundamentals Training Course provides a solid foundation that will help you to develop the required skills in bookkeeping. It includes the understanding of basic terminology, creating budgets, using various accounting methods, procedures, financial planning, auditing, and budgeting.

Bookkeeping Fundamentals training courses includes lunch and refreshments, attend a class today in Auckland, Christchurch or Wellington.

Please click on the Public Class tab below to view Bookkeeping Fundamentals Training course schedule by city or click the In House Training tab to receive a free quote for courses delivered at your preferred location.

Learning Outcomes
Course Outline
  • Learning Outcomes - Bookkeeping Fundamentals Training Course

    In this course participants will:
    • Learn to recognise and use basic accounting terminology
    • Understand the differences between cash & accrual accounting methods
    • Become familiar with accounts payable & receivable
    • Learn how to use a journal and general ledger to document business financials
    • Be comfortable reading and analysing the balance sheet
    • Learn to identify different types of financial statements
    • Understand the reasons for a budget, and how to create one
    • Gain a knowledge of internal & external auditing
    Duration: 1 day course
    PD Training customer feedback infographic with average of 9 out of 10


    Bookkeeping Fundamentals Training Course Reviews:

    "Most impressed with our Trainer and the course content. It was very relevant to me as I was at the beginning stage. Directions and answers to queries were at my level and fairly easily understood."



    "Mary, the trainer was very knowledgeable and very skilled in getting the fundamentals across to us. She had a diverse class and she covered a huge topic in a small amount of time. She made the learning fun and I have come away a lot more confident . I hope there is a Booking keeping Level 2 course available"

    Individual Course Participant


  • Course Outline - Bookkeeping Fundamentals Training Course

    Download Bookkeeping Fundamentals Training Course Outline


    Keep your skills current with this sought-after Bookkeeping Fundamentals course. Bookkeeping is the heart of any business. Without it, we cannot hope to keep track of the most important part of any business: money.

    Gain excellent skills in using various accounting procedures and maintain your books efficiently and effectively for the success of your business. On completion of this one day course, you will have a sound knowledge about the basic steps and techniques used in bookkeeping, including identifying the differences between cash & accrual accounting methods and helpful tips for the employer, as well as other topics related to a commercial environment.

    Bookkeeping Fundamentals Training Course - Lesson 1
    • Workshop Objectives
    Bookkeeping Fundamentals Training Course - Lesson 2
    Basic Terminology (I)
    • Balance Sheet
    • Assets
    • Liabilities
    • Equity
    • Income Statement
    • Revenue
    • Cost of Goods Sold
    • Expenses
    • Accounting Period
    Bookkeeping Fundamentals Training Course - Lesson 3
    Basic Terminology (II)
    • Accounts Receivable
    • Accounts Payable
    • Depreciation
    • General Ledger
    • Interest
    • Inventory
    • Journals
    • Payroll
    • Trial Balance
    Bookkeeping Fundamentals Training Course - Lesson 4
    Accounting Methods
    • Cash Method
    • Accrual Method
    • Differences between Cash and Accrual
    Bookkeeping Fundamentals Training Course - Lesson 5
    Keeping Track of Your Business
    • Accounts Payable
    • Accounts Receivable
    • The Journal
    • The General Ledger
    • Cash Management
    Bookkeeping Fundamentals Training Course - Lesson 6
    Understanding the Balance Sheet
    • The Accounting Equation
    • Double-Entry Accounting
    • Types of Assets
    • Types of Liabilities
    • Equity
    Bookkeeping Fundamentals Training Course - Lesson 7
    Other Financial Statements
    • Income Statement
    • Cash Flow Statement
    • Capital Statement
    • Budget vs. Actual
    Bookkeeping Fundamentals Training Course - Lesson 8
    Payroll Accounting / Terminology
    • Gross Wages
    • Net Wages
    • Employee Tax Withholdings
    • Employer Tax Expenses
    • Salary Deferrals
    • Employee Payroll
    • Employee Benefits
    • Tracking Accrued Leave
    • Government Payroll Returns/Reports
    Bookkeeping Fundamentals Training Course - Lesson 9
    End of Period Procedures
    • Depreciating Your Assets
    • Reconciling Cash
    • Reconciling Investments
    • Working with the Trial Balance
    • Bad Debt
    • Posting Adjustments and Corrections
    Bookkeeping Fundamentals Training Course - Lesson 10
    Financial Planning, Budgeting and Control
    • Reasons for Budgeting
    • Creating a Budget
    • Comparing Budget to Actual Expenses
    Bookkeeping Fundamentals Training Course - Lesson 11
    • What is an Audit?
    • When and Why Would You Audit?
    • Internal
    • External
    Bookkeeping Fundamentals Training Course - Lesson 12
    Wrapping Up
    • Words from the Wise

  • In-House Training

    Clients and testimonials

    In-House training benefits:

    • Flexible length - sessions as short as 1-hour
    • Cost effective - great group pricing
    • Greatest impact in the shortest time
    • Excellent Team Building Opportunity
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware as books (& available in the App)

    Delivery Options for In-house training
    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training

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    You can expect:

    Activities and discussion

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    Real world trainer

    An outstanding trainer

    On average PDT trainers have 15 years industry experience 7 years training experience.

    Tailored training

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Refresher course

    Refresher Course $0

    In-House and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Price coaching

    1/2 Price Coaching

    We all know the importance of reinforcement, so we'll come back within 90 days of the original course 1/2 price.

    Confidence of booking

    Acclaimed Provider

    The confidence of booking with an acclaimed multi national training company.

    eLearning and video

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

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