Introduction to Finance and Bookkeeping

Course Aims and Objectives

To obtain the knowledge required to effectively and consistently implement strong financial procedures and also to manage your record keeping efficiently.

By the end of this session you will be able to:
Demonstrate a knowledge / understanding of financial procedures and record keeping.
Understand the roles and responsibilities of the people involved throughout the process.

Course Content - Introduction to Finance

Accountants and Accounting
Accounting Records
Financial Statements
Cash Management
Planning and Budgets

Course Content - Introduction to Bookkeeping

Income and Expenditure
Cash Sheets
Banking
Recording Hours Worked
Staff Rota's
Stock Ordering
Wasteage

Here’s What You Will Receive

Comprehensive Powerpoint Presentation entitled "Basic Bookkeeping" and Complete set of Tutor Notes
"Introduction to Finance" Powerpoint Presentation (31 Slides)
Exercises and handouts for delegates to participate in, both individual and group work
Balance Sheet Templates
12 Month Profit and Loss Projection Tool
Weekly Cash Sheet Form to track your incomings and outgoings, helping you to manage your finances better
Staffing Forms to collect information on Hours Worked, Shift Variations and Annual Leave entitlement
Bonus Powerpoint Presentation - "Structure of a Company"
Financial Formulae Exercises and Terminilogy
A Complete Set of Icebreakers that can be used to open any training course
Full Course Admin, booking form, attendance list, pre and post training evaluation forms and certificate of attendance Personal assistance in customising the package to fit your organisation and target audience

The PowerPoint Presentations are simple to follow and effective in providing managers, supervisors and staff with the necessary knowledge and understanding of Finance and Bookkeeping.