Finance & Accounting
for Office Administrators & Secretaries.

Contributing & Benefiting
from Accounting and Finance Systems.

18 – 21 July 2023
Johannesburg South Africa

Register Now! Limited Seats Available!

R13, 999.00 Per Delegate

Course Introduction:

This Finance and Budgeting course provides an introduction to finance and accounting for those who have no prior knowledge of this business area. It is designed to train the participants to support operational and financial processes. Those attending this   course will gain a clear understanding of the essential terminology of finance and accounting. They will also learn the principles and techniques of accounting systems through practical examples and exercises.

The overall aim of this training course is to ensure that those who attend will be able to perform their roles more effectively and efficiently within the workplace.

The highlights of this course will be:

  • The Basic Principles of Accounting clearly explained
  • Knowledge and Confidence in Accounting for a range of business transactions will be developed by using straightforward worked examples
  • Simple but Effective Tools for Analysing your Business Performance and Position
  • Basic Management Accounting Principles that help to ensure your business is efficient and profitable
  • How and Why the Use of Budgets can help to achieve overall business targets and objectives

Course Objectives:

By the end of this course, you will be able to:

  • Appreciate the importance of the accounting and finance function
  • Understand accounting for routine business transactions
  • Be able to prepare simple financial statements
  • Be able to analyse company performance using basic ratios
  • Be aware of costing and budgeting techniques to maintain efficiency and profitability

Targeted Audience:

  • Office Administrators
  • Personal Assistants and Executive Assistants
  • Administrative Professionals and Support Staff
  • Production and Marketing Professionals
  • Anyone wishing to increase or update their awareness and understanding of finance and accounting methods and terminology

Course Outline:

Introduction to Finance and Accounting 

  • The Three Meanings of Finance
  • How Finance supports the roles of Office Administrators and Secretaries?
  • The Two Types of Accounting – financial (external) and management (internal)
  • The Basic Principles of the Double-entry Financial Accounting System
  • How to Record Transactions in the Financial Accounting System?
  • The Contribution Made by Office Administrators and Secretaries        

The Financial Statements

  • Understanding the Income Statement
  • The Four Levels of Profit, and What They Signify
  • Understanding the Balance Sheet
  • Measuring the Consumption of Non-current Assets by Depreciation, Amortization, and Impairment
  • What is inventory, and how is it valued?
  • The Cash Flow Statement – Why we need it, and How it is prepared

Evaluation of Financial Statements

  • The Annual Reports of Public Companies – format and content   
  • Who are the company stakeholders and what are their information needs?                
  • Why we need to analyse these reports in order to understand them?          
  • How to calculate Accounting Ratios?
  • How to use Ratio Analysis to assess performance?         

Introduction to Management Accounting

  • Collecting and Analysing Costs for the Management Accounting Database   
  • Understanding Direct Costs and Indirect Costs                         
  • Preparing Cost Structures for our Products and Services               
  • Using Cost Structures to Determine our Break-even Point
  • Making Cost-effective Decisions using Cost-Volume-Profit Analysis


  • Why do we need budgets? – the link between corporate strategy and operations at all levels of the organisation
  • The Budget Preparation Process – timetables, documentation and procedures
  • Preparing a Departmental Budget 
  • Preparing the Cash Budget  
  • Comparing Actual Performance with the Budget using Variance Analysis    
  • The Essential Role of Office Administrators and Secretaries in Budget Preparation   

End of the workshop


While both In-House and Online training can present with cost-effectiveness and time-efficacy, there are some very specific differences between in-house courses and those based online.
The demand for additional courses by individuals or groups of people is increasing. Still, it depends entirely on the preferences of a person what type of training he or she wants to receive. Online courses and in-house training carry some similarities but they are considered to exhibit some very pivotal differences too. Despite that, both types of learning can be really beneficial for attendees.

For Registration and other Training arrangements,
contact us on the detail below.

SOUTH AFRICA : +27 11 057 6001
TANZANIA Cell: +255 769 688 544
WhatsApp +27 79 574 0389 /