Bookkeeping: The Foundation of Financial Mastery

Overview

This course equips aspiring and developing finance leaders with the essential knowledge, skills, and confidence to manage financial records accurately, maintain compliance, and build a strong platform for strategic insight. Whether you’re new to finance or reinforcing your expertise, you’ll follow a clear, practical path through the complete bookkeeping cycle—from core accounting concepts and double-entry principles to real-world requirements such as taxes, payroll, regulatory reporting, and financial statement preparation. Each module builds toward a reliable, end-to-end bookkeeping framework that supports sound decision-making and sustainable financial growth.

Learning Objectives:

After completion of this course, participants will be able to:

  • Identify the components of assets, liabilities, and equity within a basic bookkeeping framework.
  • Classify transactions accurately using the double entry accounting system.
  • Recognize the steps involved in posting journal entries and creating a trial balance.
  • Select appropriate reconciliation and closing procedures for monthly and annual reporting periods.
  • Match bookkeeping activities to core regulatory requirements such as tax filings and payroll reporting.

This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.

Lessons:

Lesson 1: Building the Basics of Bookkeeping

Build a strong foundation in bookkeeping by mastering core principles, setting up a clear chart of accounts, and learning to record transactions accurately for strategic financial clarity.

Lesson 2: Mastering the Double Entry System

Master the double entry system to ensure financial accuracy, apply debits and credits with confidence, and build a transparent, error-resistant bookkeeping framework.

Lesson 3: Taking Your Bookkeeping to the Next Level

Advance your bookkeeping practice by mastering reconciliations, compliance, reporting, and software tools that ensure accuracy, audit readiness, and strategic financial insight.

Additional Information

CPE Credit / CPD Hour: 1.5

Field of Study: Finance

No prerequisite knowledge is required to be successful in this course.

No advance preparation is required.

Program Level: Basic

Delivery Method: QAS Self Study

Take this course

Unlock Full Access with Premium Membership

Gain access to: