Bookkeeping for SME Masterclass
Learn practical bookkeeping skills to accurately record transactions, manage cash flow, prepare financial records, monitor business performance, ensure compliance, and support informed decision-making.
What You will Learn
Bookkeeping & Financial Management
Learn to:
- Understand the fundamentals of bookkeeping
- Record daily business transactions accurately
- Organize financial documents and source records
- Record income and expenses
- Manage business cash flow
- Reconcile bank accounts
- Track accounts receivable and payable
- Maintain accurate and up-to-date financial records
Setting Up Your Business in Zoho Books Recording of Transactions
Learn to:
- Create and configure your Zoho Books account
- Set up your business profile
- Configure your chart of accounts
- Add customers, vendors, products, and services.
Recording Daily Financial Transactions
Learn to:
- Create invoices and quotations
- Record sales and expenses
- Manage bills and purchases
- Track payments and receipts
- Record bank and cash transactions
Managing Your Business Finances
Learn to:
- Perform bank reconciliation
- Monitor cash flow
- Track receivables and payables
- Manage inventory (where applicable)
- Automate recurring transactions
Curriculum & Core Modules
Module 1: Bookkeeping Fundamentals
- Introduction to bookkeeping
- Why bookkeeping matters for SMEs
- Basic accounting concepts
- Source documents (receipts, invoices, vouchers)
- Understanding the Chart of Accounts.
Module 2: Getting Started with Zoho Books
- Creating a Zoho Books account
- Setting up your business profile
- Configuring the Chart of Accounts
- Adding customers, vendors, products, and services
- Customizing business settings
Module 3: Recording Daily Transactions
- Creating quotations and invoices
- Recording sales and customer payments
- Recording expenses and supplier bills
- Managing purchases
- Recording bank and cash transactions
Take total control of the numbers.
Master practical bookkeeping using Zoho Books to manage finances, monitor cash flow, generate reports, ensure compliance, and confidently grow your business and yourself as a high-value consultant that corporate brands pay top dollar to for strategic advice.
Have Questions?
What types of training programs do you offer?
We offer a robust blend of courses, workshops, bootcamps, webinars, masterclasses, and cohort-based learning paths. These cover critical pillars such as entrepreneurship, digital skills, digital systems, export readiness, financial management, leadership, and structured business growth.
Are the courses self-paced or live?
We cater to busy schedules by offering both flexible, self-paced online learning courses and live, interactive, instructor-led sessions.
Do participants receive professional certificates, and how do they benefit my business?
Yes. Participants receive formal certificates for some courses upon successful completion. Our certifications validate your technical and administrative skills, enhance your professional credibility, improve market employability, and strengthen your overall competitiveness.
How will this course help me know if my business idea is actually viable?
The course guides you step-by-step through practical market validation, customer discovery frameworks, competitor analysis, and opportunity assessment metrics.
Can the webinar help me choose between multiple business ideas?
Yes. Our facilitators work with you to evaluate up to two distinct opportunities side-by-side to identify which holds the highest potential for success.