Bookkeeping to Trial Balance Foundation Course

The Bookkeeping to Trial Balance Course has been designed for persons with limited training and experience in the practice of Bookkeeping.

Using a step-by-step method, trainees are taught how to keep a complete set of books starting with the writing up of the prime books, proceeding to the Trial Balance level of competency.

Bookkeeping to Trial Balance

Course Content

  • Cash Books, Cash Flow Analysis and Banking Issues.
  • Credit Sales, Credit Purchases and Petty Cash.
  • General Ledger, General Journal and Trial Balances.
  • Interim Financial Reports.
  • Debtors and Creditors Ledgers.
  • Vat Reconciliations and Returns.

For detailed course content click here.

Course Duration

This course consists of 15 three hour sessions.

Course Venues

Cape Town area:

  • Saturday mornings - Rhodes High School, Montreal Avenue, Little Mowbray.

Somerset West area:

  • Tuesday evenings - Church of Christ, corner Lourensford Road and Irene Avenue, Somerset West.

Trainee Evaluation

Trainee evaluation will consist of written assessments and audits of the books of accounts kept while attending the programme.


Trainees who complete the course successfully will receive a certificate stating that they have completed the prescribed assessments and tasks required.

Course Features

Step-by-step testing and auditing ensures that trainees are competent before proceeding to the next stage of the course.

In all courses the language of instruction is English. Every reasonable attempt is made to accommodate people living with disabilities.

Course fees cover all manuals and materials.

2020 Course Dates

For more information on our 2020 course schedule click here.

Course Venues

For more information on where our courses are held click here.

Contact Us

To enquire about or enrol in any of our courses simply contact Mrs Jefferies during working hours.

Bookkeeping to Trial Balance

A foundation course designed for those who want to keep and maintain the daily, weekly and monthly of books of accounts to the Trial Balance level including VAT procedures.

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Advanced Bookkeeping

This Short Learning Program (SLP) follows the Bookkeeping to Trial Balance Course and equips trainees with the skills and knowledge to deal with more complex monthly and year-end procedures.

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Financial Reporting

This SLP integrates with the two previous courses and covers the Financial Statements, Financial Ratios, Business Taxation, Distribution of Profits and Financial Manipulation.

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Payroll Administration

This SLP deals with statutory deductions from the salaries and wages of employees and also statutory returns required by SARS.

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Learn how to enter and process transactions over the 12 periods of the financial year using Pastel Partner software.

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Want to enrol?

To enquire about or enrol in any of our courses simply contact Mrs Jefferies during working hours on 021 689 1962 or email

Contact Us