There are no formal entry requirements for this course. However, to support your learning, a good understanding of English and Maths is recommended, ideally at GCSE Grade 4 level or equivalent.

If English is not your first language, please contact us to discuss whether any additional support may be needed or available.

Please note that individuals who have been declared bankrupt or who have a criminal record may not be accepted for AAT membership, which could affect eligibility to sit examinations. We recommend contacting AAT directly for further advice and guidance.

Bookkeeping Fundamentals

Get started with the essential skills every great bookkeeper needs.

This introductory unit gives you a clear understanding of what bookkeepers do and why accurate financial records are vital to business success. You’ll explore how businesses track income, manage expenses, and monitor profit and loss to stay financially healthy.

You’ll also discover how modern bookkeeping software is used in the workplace, including its key benefits and potential risks. Alongside this, you’ll develop an understanding of the importance of ethical practice when handling financial information.

This unit makes up 100% of your overall qualification grade.

By completing this unit, you will be able to:

• Understand the role and importance of a bookkeeper in business
• Recognise and work with different types of financial transactions
• Record and manage customer and supplier activity
• Process payments and receipts accurately
• Understand how bookkeeping software supports business operations, including its benefits and risks

Choose the learning style that best fits your goals, lifestyle, and preferred way of studying. Whether you want complete independence, flexible support, or a classroom environment, we have an option to suit you.

Self Study

Learn at your own pace with complete flexibility and full control over your studies.

• Study whenever and wherever it suits you
• Access all course materials online
• Ideal for independent and self-motivated learners
• Progress through the course at a speed that works for you

Self Study Plus (On Demand Learning)

A flexible study option that combines independent learning with the reassurance of support when you need it.

• Start your course at any time
• Learn independently using structured, easy-to-follow materials
• Access tutor support whenever you need extra guidance
• Perfect for learners who want flexibility with added confidence and support

Classroom Delivery (face to face or on-line)

A structured, interactive learning experience delivered face-to-face or online by experienced tutors.

• Learn in a supportive classroom environment
• Receive direct guidance from qualified tutors
• Study alongside other learners for added motivation
• Ideal for those who prefer routine, structure, and live teaching

Extensive resources area available to students based on their booking type

Your package includes:
✔ AAT registration 
✔ Study text & exam kit
✔ Access to our own Online learning portal (as applicable)
✔ In-house mock exams
✔ Personal tutor available via email and telephone
✔ Exam fees included
✔ All admin fees to sit exams at our approved Hanley Training Centre
✔ No hidden costs. No surprises.

Assessment is based on AAT competency standards. To pass, learners must achieve a minimum score of 70% in all computer-based assessments.

We are a registered AAT assessment centre and deliver exams at our dedicated centre for both internal and external candidates. Internal students can book via their tutor, while external candidates can book through the online booking form – Exam Centre

All costs are included in the pricing structure at ATA.   

Course fees include membership fees, tuition, student support resources, and examination fees at our Hanley branch. To secure your place, a 25% course deposit is required. Interest-free payment plans are also available. Please contact us for further details.

Additional membership fees applicable:  £47