Finance and Accounting for Office
Administrators and Secretaries
01 – 05 September 2025
Sandton Centre, Johannesburg South Africa
Register Now! Limited Seats Available!
R16, 999.00 Per Delegate
Course overview
Office administrators and secretaries play a critical role in supporting the financial operations of an organization. Although not always directly involved in accounting or finance decision-making, having a strong foundational understanding of financial principles enables them to perform their roles more effectively. This course is designed to equip office support staff with practical financial knowledge, enabling them to interpret basic financial information, manage budgets, support procurement processes, and ensure proper documentation and financial recordkeeping.
The training bridges the knowledge gap and empowers office personnel to communicate effectively with finance teams, prepare expense reports, manage petty cash, and understand financial terminology used in business operations.
Course Objectives:
By the end of this course, participants will be able to:
1. Understand fundamental accounting and finance principles.
2. Interpret basic financial statements (income statement, balance sheet, and cash flow statement).
3. Manage petty cash, vouchers, and travel expense claims accurately.
4. Support budget preparation, tracking, and reporting.
5. Apply financial procedures in procurement, invoicing, and payment processes.
6. Enhance internal controls through effective documentation and recordkeeping.
7. Improve communication with finance departments by using correct terminology.
8. Understand the implications of financial transactions on organizational performance.
Who Should Attend:
This course is ideal for:
• Office Administrators
• Executive Assistants
• Personal Assistants
• Administrative Officers
• Secretaries
• Clerks responsible for handling budgets or financial records
• Any non-finance office staff supporting financial tasks
Course Outline:
Module 1: Introduction to Finance and Accounting
• Importance of finance in business operations
• Role of non-finance staff in financial processes
• Key financial terms and definitions
Module 2: Basics of Accounting
• Accounting principles and concepts (accrual, matching, consistency)
• The accounting cycle: from transactions to trial balance
• Debits and credits: how they work
Module 3: Financial Statements and Interpretation
• Overview of key financial statements
o Income Statement
o Balance Sheet
o Cash Flow Statement
• Understanding what each statement tells about the organization
• Practical exercises on interpreting basic financial data
Module 4: Budgeting and Financial Planning
• Understanding the budgeting process
• Preparing simple departmental budgets
• Budget monitoring and variance analysis
• Role of secretaries and administrators in budget control
Module 5: Managing Petty Cash and Office Expenses
• Petty cash management procedures
• Processing expense claims and travel reimbursements
• Issuing receipts and petty cash vouchers
• Keeping petty cash books
Module 6: Procurement and Payment Procedures
• Office procurement processes and procedures
• Understanding purchase requisitions, LPOs, and invoices
• Matching documents (3-way matching: PR, PO, Invoice)
• Payment processing and documentation
Module 7: Financial Documentation and Recordkeeping
• Importance of accurate financial records
• Filing and archiving financial documents
• Internal controls and audit trail creation
• Avoiding common errors in documentation
Module 8: Communicating with the Finance Department
• Key financial jargon and what it means
• Reporting formats and standards
• Best practices for effective communication with finance teams
Module 9: Ethics and Confidentiality in Finance
• Handling sensitive financial information
• Ethical standards and office protocols
• Preventing fraud and unauthorized transactions
Module 10: Practical Exercises and Case Studies
• Simulated financial tasks for office staff
• Real-life case studies of financial mismanagement and lessons learned
• Group presentations and role plays
End of the workshop
IN HOUSE AND ONLINE TRAINING
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
info@bmktraining.co.za / www.bmktraining.com
