Level 1 of 2
Beginner Level
Prerequisites
Basic arithmetic and computer use. No accounting background is needed.
Duration
4 weeks · 52 guided hours · 5 modules. Taught live by an instructor — online or in person.
By the end of this level you can
- Classify transactions as income, expenses, assets, liabilities and equity
- Keep a daily cash book and supporting records
- Prepare a simple payroll and a monthly budget
- Produce a basic income statement and cash flow forecast
- Track and categorise expenses and use a spreadsheet or accounting tool
Modules
- 1Module 1 · 11 h · 3 lessons · free taster lessonAccounting Basics and Daily Bookkeeping
- 2Module 2 · 10 h · 3 lessons · free taster lessonPayroll and Budget Preparation
- 3Module 3 · 11 h · 3 lessons · free taster lessonIncome Statements and Cash Flow
- 4Module 4 · 10 h · 3 lessons · free taster lessonTracking and Controlling Expenses
- 5Module 5 · 10 h · 3 lessons · free taster lessonDigital Accounting Tools
- Free course quizQuick Quiz — Financial Management Basics
Beginner level project
Small Organisation Financial Records Pack
Set up and run one month of financial records for a small business or community organisation: a chart of accounts, cash book, payroll sheet, budget, expense analysis, income statement and a three-month cash flow forecast.
Deliverables
- Chart of accounts and a month of cash book entries with receipts filed
- A payroll sheet and a monthly budget
- An income statement and expense analysis
- A three-month cash flow forecast with a short note to the owner
Assessed on
- Transactions are recorded completely and classified correctly
- Balances and totals reconcile and calculations are correct
- Statements and forecasts follow the formats taught
- The note to the owner is clear and highlights risks
All levels are taught live by an instructor — online or in person — see registration options.