Annual Financial Statements for Bookkeepers
This webinar will help bookkeepers gain a clear understanding of the basics of Annual Financial Statements including what they are, why they are crucial for businesses, and how to prepare them accurately and professionally. Annual financial statements play a vital role in showcasing a company's financial health, meeting legal requirements, and ensuring transparency in business operations. This session is designed to build confidence and foundational knowledge, providing practical insights into the components of Annual Financial Statements, their legal requirements under the Companies Act, and their connection to good governance. By the end of the webinar, participants will have the tools and understanding needed to contribute effectively to the preparation and analysis of Annual Financial Statements in their organisations, setting them up for success in their bookkeeping careers.
What will set you apart
By completing this course you will gain the following competencies
- What Annual Financial Statements are and why they are required.
- When a company needs to prepare Annual Financial Statements, and the rules set by the Companies Act.
- What makes Annual Financial Statements compliant and how they relate to good governance.
- Key sections of Annual Financial Statements and what must be included (e.g., income statement, balance sheet).
- Practical tips for preparing accurate and professional Annual Financial Statements.
Event breakdown
- Overview of the session and why Annual Financial Statements matter.
- Definition, purpose, and key components.
- Legal requirements under the Companies Act.
- Importance of timelines and good governance.
- Detailed breakdown of key components:
- Income Statement (Profit & Loss).
- Balance Sheet (Financial Position).
- Cash Flow Statement.
- Notes to the Financial Statements.
- How Annual Financial Statements support transparency and ethical business practices.
- Role of bookkeepers in ensuring accuracy.
- Tools, checklists, and common mistakes to avoid.
- Time for questions and wrap-up.
Description
Presenters

Leana van der Merwe — Leana: Leana van der Merwe, with 18+ years in accounting and corporate governance, Leana leads technical support at CIBA and is a recognized thought leader in regulatory compliance.
You will earn a certificate
On successful completion you will receive a certificate for 2 CPD units in Financial Reporting.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser