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Training

Bookkeeping Training for Accounts Staff

Bookkeeping training is an ideal program for anyone looking to start a fresh career in the Accountancy sector. At Robert Harris & Co, we are constantly working hard to help businesses and their employees achieve the best quality practical training in bookkeeping & accountancy in the market.

In the past, we have helped employees of businesses getting the practical skills in bookkeeping & accounting.

Bookkeeping is the process of the organising and recording of financial documents such as invoices, credit notes, maintaining ledgers and performing bank reconciliation. Bookkeeping is the first basic step of the accounting process and with proper bookkeeping you are able to know how much progress the business has made over time.

Overview

  • Customer accounts and sales ledger
  • Supplier accounts and purchase ledger
  • Invoices, credit notes and remittances
  • Payments, receipts and bank reconciliation

Software Covered

  • Sage 50 Accounts
  • QuickBooks
  • Xero
  • Free Agent

Bookkeeping Contents

  • Setting up companies using various VAT schemes, i.e Standard VAT Scheme, Cash Accounting Scheme, Flat Rate Scheme, Marginal VAT Scheme
  • Choosing the chart of accounts that suits the firm’s needs and its customisation
  • Understanding how double entry is applied in accounting software and how to customise the nominal ledger and nominal codes
  • Maintaining sales and purchase ledgers of the organisation
  • Setting up customers’ accounts
  • Process customer invoices and credit notes
  • Setting up suppliers accounts
  • Processing supplier invoices and credit notes
  • Generating reports, customer/supplier invoices, statements and reconciling them
  • Generating aged debtor/creditor reports for credit control purposes
  • Understanding CIS deductions and processing invoices containing CIS element
  • Understanding reverse charge and processing invoice containing reverse charge element
  • Identifying errors and performing error corrections
  • Allocating cash/bank payments and receipts
  • Allocating supplier payments and customer receipts against the correct invoices
  • Performing bank/petty cash reconciliation

We can provide onsite VAT training at your request:

VAT Return Training

  • Calculating VAT for businesses with mixed zero-rated and standard-rated sales combining Sage and Excel
  • Preparing and reconciling the VAT return
  • Submitting the VAT return to HMRC and dealing with queries
  • Understanding VAT period and Tax point
  • Dealing with Imports, Exports and Acquisitions
  • Rules regarding Cash VAT and Flat Rate VAT scheme
  • Deeper understanding of Standard VAT Scheme, Cash Accounting Scheme, Flat Rate Scheme, Marginal VAT Scheme and VAT Retail Scheme
  • VAT deadlines and penalties

Great reasons and promises we make to you which is why you should call us before deciding on your accountant.

Our Promises

We’re a dedicated team which strives to provide success to our clients in regards to all their accountancy needs.

Meet our team