Core Bookkeeping Skills: The Essentials Every Bookkeeper Must Know
Equip bookkeepers with the essential, day-to-day skills needed to keep small businesses financially healthy and fully compliant, without overcomplicating the work.
2 CPD units August 6, 2025 1 presenter
What will set you apart
By completing this course you will gain the following competencies
- By attending this webinar you will gain the following competencies
- ✅ The daily, weekly and monthly bookkeeping routines that keep your records clean and your clients SARS-ready
- ✅ How to handle common bookkeeping risks and avoid costly mistakes
- ✅ Why good bookkeeping is the backbone of compliant AFS and tax submissions
- ✅ How to reconcile, record, and file with confidence—even when clients hand over chaos
- ✅ The habits that turn a bookkeeper into a trusted advisor clients rely on
Event breakdown
- Why core bookkeeping skills still matter in 2025
- The bookkeeper’s role in practice success and compliance
- The flow from source document to financial report
- Cash vs accrual basics for bookkeepers
- Capturing source documents
- Petty cash and small expense handling
- Filing and digital recordkeeping
- Bank and credit card reconciliations
- Supplier and customer ledgers
- Payroll entries and journals
- Bookkeeping for VAT submissions
- Supporting documentation SARS asks for
- How to avoid red flags in your records
- Misclassifications
- Duplicate entries
- Omissions and timing differences
- Month-end checklist
- Trial balance review
- Working with accountants to prepare AFS
- Working efficiently under pressure
- Communicating clearly with clients
- When to escalate or refer
- Common questions from practice
- Case scenarios and simple workarounds
- What to implement this week
- Tools and templates to use now
Category: AccountingType: CPD CourseCPD category: Accounting
Description
Messy records. Missing slips. Misfiled invoices. Sound familiar? Behind every stressed-out accountant and panicked client is a bookkeeping system that’s buckling under bad habits. But it doesn’t have to be this way. Clean, accurate books aren’t a fluke—they’re the result of smart, repeatable routines. This practical session is for bookkeepers who want to sharpen their core skills, avoid compliance slip-ups, and take control of the chaos. We’ll walk through everything from source documents to reconciliations, VAT prep to SARS-proof filing. Whether you're just starting out or tightening up your processes, you'll leave with habits that save time, prevent trouble, and keep your clients happy and paying.
Presenters
Faith Ngwenya — Faith
You will earn a certificate
On successful completion you will receive a certificate for 2 CPD units in Accounting.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser