Course Catalogue

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Proctoring Software Test

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Purpose Over Profit? You Still Need to Get the Compliance Right

By attending this webinar you will gain the following competencies ✅ How to prepare Annual Financial Statements that meet NPO Act and donor requirements ✅ What must be submitted to the NPO Directorate, SARS, and CIPC (and when) ✅ Key accounting and disclosure requirements for NPOs under IFRS for SMEs or GRAP ✅ How to deal with restricted funds, donations, and designated-purpose income ✅ Practical compliance pitfalls that could get an NPO deregistered—and how to avoid them

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Staff Weekly Training

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Stop Hiring Just to Survive: Build a Team That Grows with Your Practice

How to define the roles you actually need in a small practice When to hire staff vs outsource vs automate How to recruit people who align with your practice values and client expectations What to include in basic job descriptions, contracts, and onboarding checklists How to manage performance and retain good people without corporate red tape

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Time to Let Them Go? How to Re-Evaluate Clients and Get Engagement Letters That Stick

By attending this webinar you will gain the following competencies ✅ When and how to conduct a client re-evaluation—and why it’s essential ✅ How to assess service scope, risk, fit, and profitability annually ✅ What to include in an engagement letter for tax, accounting, payroll, and advisory work ✅ The difference between new engagements, renewals, and amendments ✅ How to disengage from a client ethically and professionally (if needed)

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Every Cent Counts: Mastering Bank and Petty Cash Recons the Right Way

How to perform accurate bank reconciliations—step by step How to identify and correct common errors and timing differences What to do with missing transactions, uncleared items, and unknown deposits How to manage and reconcile petty cash using best practices How to flag suspicious or unusual items that might point to fraud

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Get Paid, Stay Sane: Mastering Accounts Receivable Like a Pro

How to structure the full AR cycle: from invoice to follow-up to collection How to spot credit risks before they become bad debts How to streamline debtor processes and reduce time spent chasing Communication tips for following up firmly (but professionally) How to add AR management as a value-add service in your firm

Online

Individual Tax Mastery: Know What’s Taxable, What’s Deductible, and What’ll Get You Flagged

By attending this webinar you will gain the following competencies ✅ What counts as taxable income across employment, commissions, investment, freelance and fringe benefits ✅ Which deductions are allowed under current SARS rules—and where practitioners often get it wrong ✅ How to correctly apply tax rules for retirement annuities, medical aid, donations, travel and home office ✅ How to handle provisional taxpayers, including penalties, estimates and timing ✅ How to assess supporting documents for compliance and completeness

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No More Nightmare Clients: Mastering Client Management That Pays

How to spot red-flag clients before they cost you time and money How to set (and enforce) boundaries without losing good business Tools for managing scope creep, late payments, and unrealistic expectations How to retain high-value clients and fire the ones who drain you How to turn client management into a billable advisory service

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No More Sticky Notes: How to Build a Working Paper File That Defends You

How to structure a working paper file for reviews, audits or independent reviews The golden rules: what to include, how to document it, and what’s overkill How to link supporting documents to trial balances and journals like a pro Tips for preparing digital files that reviewers (and regulators) will actually thank you for Real examples of good (and bad) files—and what to learn from them

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Tax Happy Hour: Contractors in Chaos? Help Them Master Tax (And Pay You for It)

By attending this webinar you will gain the following competence ✅ How to assess whether your client is a true independent contractor or a deemed employee ✅ What expenses they can legitimately claim—and how to build audit-ready records ✅ How to guide clients through provisional tax, cash flow planning and estimation ✅ How to structure client income (sole prop vs company) for maximum tax efficiency ✅ Red flags that trigger SARS scrutiny—and how to protect your clients (and yourself)

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Assessed Losses in Namibian Tax: Get It Wrong, and It’ll Cost You

What actually counts as an assessed loss under Namibian law—and what doesn’t How to tell when a loss can be carried forward—or when it’s disallowed Real-world tax risks, with case studies of common (and costly) mistakes How to turn assessed loss reviews into a billable, advisory opportunity