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Ideal Workplace Solutions
NITA AccreditedIntermediatePhysical + Virtual5 daysTOBB450

Training on Bookkeeping Basics

Gain financial confidence. This course on bookkeeping basics equips you with the knowledge to maintain accurate records and track finances.

Next intake

20 Jul 2026 · Nakuru

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Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Intermediate

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

Bookkeeping is the foundation of sound financial management. Accurate record-keeping ensures businesses can track performance, meet compliance requirements, and make informed decisions. This five-day training provides participants with a solid grounding in bookkeeping principles, tools, and practices, enabling them to confidently manage day-to-day financial records.

Participants will learn how to record transactions, maintain ledgers, prepare trial balances, and generate simple financial reports. The course emphasizes hands-on practice with real-life examples and case studies, ensuring that participants gain practical bookkeeping skills that can be applied immediately in the workplace or small business environment.

Duration 

5 Days

Who Should Attend

  • Administrative and support staff handling financial documents

  • Junior accountants and accounting assistants

  • Entrepreneurs and small business owners managing their own records

  • Non-finance professionals seeking to understand bookkeeping basics

  • Anyone preparing for further training in accounting or finance

Learning outcomes

What you'll walk away with

By the end of this training, participants will be able to:

  • Understand the role and importance of bookkeeping in business.

  • Apply the double-entry system to record financial transactions.

  • Maintain journals, ledgers, and trial balances.

  • Prepare simple financial reports from bookkeeping records.

  • Recognize common bookkeeping errors and how to avoid them.

  • Apply bookkeeping knowledge to support decision-making in small businesses or departments.

Course modules

What we cover, module by module

Module 1: Introduction to Bookkeeping

  • Role and importance of bookkeeping in business operations

  • Difference between bookkeeping and accounting

  • Overview of the accounting cycle

  • Case Study: How poor record-keeping led to business failure

Module 2: The Double-Entry System

  • Principles of debits and credits

  • Recording transactions in journals

  • Posting to ledgers

  • Exercise: Record and post simple transactions to practice accounts

Module 3: Balancing Accounts and Preparing Trial Balances

  • Ledger balancing techniques

  • Preparing a trial balance

  • Identifying and correcting errors

  • Case Study: Common bookkeeping errors and their financial impact

Module 4: Preparing Simple Financial Reports

  • From trial balance to financial statements

  • Income Statement basics (Profit & Loss)

  • Balance Sheet basics (Statement of Financial Position)

  • Exercise: Preparing a basic set of financial reports from trial balance

Module 5: Practical Bookkeeping Applications

  • Cashbook and bank reconciliations

  • Petty cash management

  • Using spreadsheets or simple accounting software for bookkeeping

  • Activity: Develop a mini bookkeeping system for a small business scenario

  • Case Study: How accurate bookkeeping improved financial decision-making in a startup

Impact

Where the change lands

Organizational Impact

  • More accurate and reliable financial record-keeping

  • Improved compliance with reporting and audit requirements

  • Reduced errors and inefficiencies in financial processes

  • Stronger financial foundations for informed decision-making

Individual Impact

  • Confidence in recording and organizing financial data

  • Ability to prepare and understand basic financial reports

  • Improved financial literacy for both workplace and personal use

  • Stronger readiness for career growth in accounting and finance

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

To teach you the core principles of bookkeeping, enabling you to manage financial records, track business health, and prepare for accurate financial reporting.

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Course finder

Find the right course for you

Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.

For corporate teams

Training 10+ professionals?

We deliver Training on Bookkeeping Basics in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.

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