Understanding Bookkeeping and Records

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Event Information



Stirling Business Centre

45 Delawney Street

Balcatta, WA 6021


Sales Have Ended

Ticket sales have ended
Bookings for this session have now closed. Please check dates of future events.
Event description
Learn to make better financial decisions with greater clarity on your business financials and compliance through records and bookkeeping.

About this event

Please note: this event is run by the Small Business Development Corporation for small business owners in Western Australia only.

If you are new to business, or not trained in basic bookkeeping skills, record keeping can be overwhelming.

Many business owners fail to meet best-practice guidelines and so are running their business blindly. With the ATO's strict guidelines around record keeping, it's important to understand how to be compliant. 

With proper bookkeeping systems you will be able to generate essential business reports to help you make better financial decisions and provide greater clarity as to how your business is tracking.  

This topic covers

  • ATO record keeping requirements;
  • How to record business transactions;
  • An overview of the profit and loss and balance sheet reports;
  • A review of the different types of accounting software available;
  • Options for document storage including electronic options and apps;
  • Tips to set up a productive office/admin area.

This session is suitable for anyone new to business or anyone already in business but wanting to gain a better understanding on best practice record keeping.

The facilitator for this topic, Bookwiz, is a multi-award winning business advisory firm that has been providing bookkeeping, BAS and payroll services for 20 years. Their presenter of this topic has extensive experience in MYOB and XERO training, franchising, change management, digital transformation consulting and financial literacy training for small business owners, and more than 25 years of experience in the financial services industry. 

This session is presented by the SBDC, the only agency in the Western Australian Government dedicated to helping small business. In fact, we've been providing practical support to small business owners for more than 30 years.

Important booking information

You are limited to two tickets per booking (you can of course make more than one booking).

We will be emailing you with important information on how to find workshop locations and what you need to bring, if it is a face-to-face event. If you are attending an online workshop you will receive instructions and a link on how to join and important information to ensure your device is suitable. Therefore, if you are booking for more than one person, please ensure you provide each person's email address.

To book for larger groups, please contact us on 133 140.

You can cancel your booking up to 24 hours before the workshop starts. Even for free sessions we would appreciate you cancelling if you cannot attend so another small business owner can take your place. For paid sessions, no refunds will be issued within 24 hours of the scheduled start time.

Additional information for online workshop sessions

Please check your computer's suitability for online workshops, including its sound quality, browser, internet bandwidth and speed and video plugins (if required) before the start of the online workshop session. Camera and microphone capabilities are recommended to interact with online workshops.

Our online workshops are run as live, interactive sessions, similar to the format of our face-to-face sessions. For this reason, there is a limited number of tickets per session so our presenters can adequately interact with, and respond to, attendees. Recordings of these live sessions are not available if you do not attend the live event time.

Additional information for face-to-face workshop sessions

No, you don't need to bring your printed ticket.

We value inclusion for clients requiring disability access and our workshops are delivered in a variety of buildings and locations. If you would like further information about accessing a particular workshop please use the contact button at the end of this page to send us your query.


Stirling Business Centre

45 Delawney Street

Balcatta, WA 6021


Organiser Small Business Development Corporation

Organiser of Understanding Bookkeeping and Records

The Small Business Development Corporation (SBDC) has been providing small business owners in Western Australia with practical support, advice, guidance and referral to additional sources of help since 1984.

Take advantage of a range of free and low cost workshops, and speak to one of their experienced business advisers, who can provide help by phone, email or in person.

Visit smallbusiness.wa.gov.au to access the Business Licence Finder detailing all the licences and permits you may need, plus you'll find a range of practical business resources, tools and templates.

Aspiring and current business owners are invited to join more than 10,000 of their peers at the SBDC’s Facebook group I’m a small business owner in Western Australia’; a great place to gain knowledge and share ideas.

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