This 3 1/2-day workshop on basic Bookkeeping is designed for program managers, administrative and finance staff.

This training should be mandatory training for managers or supervisors who have worked their way up. Accounting and/or bookkeeping is mandatory in any management program.

Learning the fundamentals of bookkeeping will help while using any software. Additionally, software automates data entry, but you must know where expenses belong and to categorize transactions accurately.

A manager needs to understand terminology, and how to make smart choices, plan budgets, and talk clearly with finance. Additionally, this knowledge helps them see if a department or a project is wasting cash.

Participants receive live instruction along with practical demonstrations, and ongoing support from an experienced instructor throughout the program.

Workshop Description

This workshop covers the complete bookkeeping cycle. It provides participants with the skills to perform essential bookkeeping functions for Programs, Band offices, non-profit organizations, and small businesses. Participants gain practical experience through exercises, real-world scenarios, and guided practice.

The program aims to build core bookkeeping competencies for various entities. Participants learn practical steps to manage records in Programs, Band offices, non-profit organizations, and small businesses. Consistency and accuracy are central to the learning outcomes. By the end, attendees should feel confident applying the cycle across contexts.

If you are new to bookkeeping, this course will provide a strong foundation and help you develop the confidence to perform bookkeeping tasks accurately. If you already have bookkeeping experience, the course serves as an excellent refresher while reinforcing best practices and strengthening your understanding of the complete accounting cycle.

Whether you are beginning a new career, expanding your responsibilities, or refreshing your existing skills. This course provides a solid foundation in Bookkeeping.

What Does a Bookkeeper Do?

The role includes processing payroll. It also monitors money moving into and out of a program, Band office, or business.

  • Record daily financial transactions, including sales, purchases, receipts, and payments.
  • Reconcile bank statements with accounting records to identify and correct discrepancies.
  • Prepare and manage customer invoices and supplier payments.
  • Process payroll and maintain payroll records.
  • Maintain organized financial files and supporting documentation.
Why Take This Course?
  • Make smart choices: Bookkeeping shows you the true cost.
  • Plan budgets: Guess future costs accurately.
  • Spot money trouble: Catch high expenses or low cash early.
  • Talk to experts: Share clear goals with the finance team.
  • Measure success: Use clear numbers to judge performance.
Main Benefits in Daily Work
  • Control spending: Keep inside the allowed money limit.
  • Find waste: Cut extra costs to save money.
  • Set goals: Build targets that fit department money limits.
Learning Outcomes

Upon successful completion of this course, participants will be able to apply their knowledge to real-world settings, demonstrating the skills learned throughout the program.

  • Understand the role and responsibilities of a bookkeeper.
  • Record financial transactions accurately using the double-entry accounting system.
  • Maintain journals, ledgers, and subsidiary records.
  • Prepare trial balances and basic financial statements.
  • Complete the full bookkeeping cycle.
  • Organize financial records using accepted bookkeeping practices.
  • Apply bookkeeping procedures to programs, Band offices, non-profit organizations, and small businesses with confidence.