Description

Build practical bookkeeping, accounting and Microsoft Excel skills with our Bookkeeping Diploma. Designed for beginners and those already working in finance, this practical programme combines tutor-led bookkeeping training with Microsoft Excel training to give you a strong foundation for working in an accounts or finance environment.

The Bookkeeping Diploma is CPD accredited and focuses on developing practical, career-relevant skills. You will learn the fundamentals of finance and bookkeeping, understand how the double-entry accounting system works, and apply your knowledge through practical, work-simulated examples.

The diploma also includes Microsoft Excel training, providing an important combination of bookkeeping and spreadsheet skills applicable to a wide range of finance and accounting roles.

Bookkeeping Diploma Course Format

The bookkeeping element of the diploma is delivered over two days in a live online virtual classroom. Training is tutor-led and delivered by an experienced accounting professional, giving you the opportunity to learn interactively and ask questions throughout the course.
An assessment is included and can be completed at a later date, allowing you additional time for revision and practical exercises if required.
Following the bookkeeping course, you will also complete Microsoft Excel training with a virtual tutor through an interactive online training system.

What You’ll Learn

1. Bookkeeping Training Course – 2 Days

The two-day bookkeeping course introduces the essential principles and processes used in day-to-day accounting and finance.

Financial Documentation and Basic Accounting Entries

You will learn how to:

  • Complete essential financial documents, including invoices and credit notes
  • Understand and apply the double-entry bookkeeping system using straightforward, easy-to-follow techniques
  • Record cash and credit transactions
  • Understand the principles behind debit and credit entries
  • Work with Accounts Payable and Accounts Receivable
  • Post journals to the general ledger
  • Prepare and balance a bank reconciliation
  • Understand subledgers and subledger accounting

Introduction to Higher-Level Accounting

Once you understand the bookkeeping fundamentals, the course introduces some of the adjustments and processes commonly encountered within an accounting environment.
Topics include:

  • Adjusting the ledger for accruals and prepayments
  • Accounting for closing stock
  • Understanding journals and why they are used
  • Understanding month-end journals
  • Making adjustments to accounting records

Trial Balance

Learn how bookkeeping records come together to form a trial balance.
You will cover:

  • How to prepare a trial balance
  • Making the necessary entries within a financial system
  • Identifying the purpose of the trial balance
  • Creating an extended trial balance with additional journals and adjustments

Profit & Loss and Balance Sheet

Bring your bookkeeping knowledge together by learning how accounting records contribute to the preparation of financial statements.
You will learn how to:

  • Prepare a simple Profit & Loss account
  • Prepare a Balance Sheet
  • Understand the relationship between bookkeeping records, the trial balance and financial statements
  • Produce your first set of simple financial accounts

2. Microsoft Excel Training

Microsoft Excel is widely used across bookkeeping, accounting and finance, making spreadsheet skills an important addition to your bookkeeping knowledge.
As part of the Bookkeeping Diploma, you will receive online Microsoft Excel training delivered through an interactive training system with virtual tutor support.
The Excel element gives you the opportunity to develop practical spreadsheet skills that can complement your bookkeeping knowledge and help you work more effectively with financial information.
You have up to one year to complete your Microsoft Excel training, allowing you to study this part of the diploma at a pace that suits you.

Benefits of the Bookkeeping Diploma

This diploma provides a practical introduction to bookkeeping while developing complementary Excel skills that can be valuable in a modern finance environment.

By completing the programme, you can:

  • Develop a strong understanding of bookkeeping and accounting principles
  • Learn how double-entry bookkeeping works in practice
  • Build practical skills relevant to accounts and finance departments
  • Develop Microsoft Excel skills alongside your bookkeeping knowledge
  • Gain a solid foundation for further accounting or bookkeeping study
  • Improve your understanding of financial processes and transactions
  • Develop the confidence to identify, investigate and correct common bookkeeping errors
  • Strengthen your skills if you already work in an accounts or finance role
  • Prepare for entry-level opportunities within bookkeeping, accounts and finance

Rather than simply learning procedures, the course aims to help you understand why accounting processes work the way they do. This deeper understanding can make it easier to recognise errors, solve problems and work more independently.

Who Is the Bookkeeping Diploma Suitable For?

No previous bookkeeping or accounting experience is required.
The Bookkeeping Diploma is suitable for a wide variety of learners, including:

  • Complete beginners interested in bookkeeping or accounting
  • People considering a career in finance
  • Those looking for their first role in an accounts department
  • Existing finance employees who want to consolidate their knowledge
  • Administrative staff whose roles involve financial transactions
  • Small business owners who want to understand bookkeeping fundamentals
  • Anyone considering further study in bookkeeping, accounting or finance

Course Dates and Duration

The live Bookkeeping Training Course lasts two days, running from 10:30 to 16:30 (UK time) each day in an online virtual classroom.

After completing the bookkeeping element, you will have up to one year to complete the Microsoft Excel training in your own time.
This flexible structure allows you to complete the intensive, tutor-led bookkeeping training first, then develop your Excel skills at a pace that works for you.

Bookkeeping Diploma Outcome

Following successful completion of the required course and assessment, you will receive CPD Certification.
More importantly, you will leave the programme with practical knowledge of bookkeeping, double-entry accounting, financial records and Microsoft Excel – providing a strong foundation for developing your skills further or pursuing opportunities within bookkeeping, accounting and finance.