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 Accountant & Bookkeeper Blogs

 Accountant & Bookkeeper Blogs

Oct 7

Written by: gennyjones
07/10/2009 01:37 

I have been given a task to run a 3 day introuctory manual course for those who are unemployed and are thinking of training to be bookkeepers and latter on developing their careers to become future accountants. I will have 10 people on the course.

I have spent  time thining on how to attack this and I have now devised a simple course which i hope will work. I welcome any ideas or suggestions..

Day 1 Setting up a simple bookkeeping system for your own personal use.

  1.  The History of money and attitudes about money
  2. Why you  need to keep track of your money
  3. How to set up a simple bookkeeping  and filling system for yourself - ( using a basic cash book)
  4. Checking  your bank statements
  5. Balancing the books
  6. Keeping track of expenses by cash
  7. Calculating how much you are worth
  8. Great accounting jokes
Day 2 and 3: Introduction to basic business bookkeeping
  1. The History of bookkeeping
  2. Why businesses need to keep track of their money
  3. The bookkeeping and accounting cycle
  4. Introduction to basic VAT
  5. Introduction to Day books
  6. Introduction to the main ledgers
  7. Introduction to the subsidiary ledgers
  8. Balancing the books and producing simple Trial balance
  9. How to produce a simple profit and loss statement
  10. How to produce a simple balance sheet
  11. How to develop a career in bookkeeping and accounts

Once I have run this course, i shall post the feedback here just in case you are thining of doing the same. I believe that we can only share and learn from each other

 

 

Copyright ©2009 Genevieve Jones

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4 comment(s) so far...

Re: Teaching bookkeeping to the unemployed

Hi Genny

Have you run the course yet?

It would be great to hear how it went. Did they manage to properly understand debits, credits and types of accounts?

Keith

By Keith2 on   26/10/2009 08:47

Re: Teaching bookkeeping to the unemployed

Thanks for your comments and sorry I have been very busy buit now I can tell you it was very interesting!
F
irstly apologies for not giving my feedback earlier on this,
The course went down very well, and I really enjoyed it as it did stretch me a lot and I had to be creative in the way I would normally teach bookkeeping.

The first day was really a fact finding as all I knew was that the individuals were unemployed. During the first hour I realized I had a mix bunch of 3 people who had done bookkeeping in school, 2 people who used to be self employed 4 others said they loved working with figures, and one man just said he was made redundant but was told by a friend that accountants got paid a lot of money so he just wanted to know how much he could earn after the course I had to remind him it was a taster course and he could not expect to become a bookkeeper after 3 days!

So this first day was great as I went through the history of money and looked at attitudes and beliefs about money. I also got them to write up a simple cash book of their income and expenditure which they all seemed to find useful. I even got them to do a simple exercise based on their own personal balance sheet which for some was an eye opener as they realised they were in financial difficulties. We ended up discussing what their attitudes and beliefs were about accountants and HMRC! Most had an admiration for accountants but they referred to HMRC as the enemy! One of the individuals who used to be self employed said he used to do his own accounts and tax returns as he felt that his accountant had become too expensive! He did confess that he latter realised why the accountant was charging him a lot as he used to just give them a plastic bag of receipts etc

Day 2 and 3
The main challenges were that some did not know how to use a calculator and it was a bit of a challenge trying to teach basic principles of double entry. Fortunately half of the group understood it but the other half seemed really perplexed. I even resorted to telling them this joke about the reason we have debits and credits. “There was a man called Pacoli, who was sitting in his garden one day by a pond, he was trying to figure out word for money going in and money going out, he saw two frogs jumping up and down and he thought that the one jumping up was saying “Debit Debit” and the other jumping out was saying “Credit Credit” well they seemed to enjoy this joke

I then got them to do a lot of simple practical tasks on double entry and by the 3rd day I was quite impressed that only 2 had given up on it! On the last day of the course, 6 of the participants wanted to do a longer bookkeeping course and one of the others said if he was in business he would just pay an accountant to do the work for him!

The great news for me, is that next year I will be running a 12 weeks bookkeeping course for those interested.

By gennyjones on   14/11/2009 14:12

Re: Teaching bookkeeping to the unemployed

Hi Genny,

Great to hear the course went well. Did you charge the attendees for this course or was it funded by a government or local authority grant? I understand there is a lot of money available from the government to teach this stuff and I think I could add some value to the financially unskilled amongst us. Do you fancy doing a JV?

By garethcthomas on   01/12/2009 10:31

Re: Teaching bookkeeping to the unemployed

Thanks for your reply.

The organisation I did the work for received the funding to pay me as a trainer, and the participants were not charged! It was part of tryning to get pople to do taster into different type of jobs!

Their is funding from an organization called UNLTD - you can initially apply for up to £2,500 to cover your costs, but they won't pay you a fee. They expect you to do it voluntarily as you have to show how it would benefit individuals.

One of my fellow bookkeepers is going to apply for the funding to teach students who have done an accounting qualification but cannot find a job. The aim is to get these students trained in charity bookkeeping, get them to do some voluntary work with charities and in the long run help them to get jobs.

If i can help in anyway do let me know, as i do have access to information to funding sources for community based projects

By gennyjones on   01/12/2009 10:47
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