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Core Bookkeeping Skills: The Essentials Every Bookkeeper Must Know – 6 August 2025

Equip bookkeepers with the essential, day-to-day skills needed to keep small businesses financially healthy and fully compliant, without overcomplicating the work.

Date:

6 August, 2025

Time:

14:00

Hours:

1 hour

CPD Units:

2

Category:

Accounting

Group:

Channel 2: Growth

Format:

Live Event

R230,00 VAT incl.

Product Information

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.

Presenter/s

Faith Ngwenya
Faith Ngwenya is a accomplished accounting professional with leadership roles in academia and industry standards, Faith currently supports CIBA’s Technical Team and chairs key industry committees.

What will set you apart

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

1.Introduction

  • Why core bookkeeping skills still matter in 2025
  • The bookkeeper’s role in practice success and compliance

2. Understanding the Accounting Cycle

  • The flow from source document to financial report
  • Cash vs accrual basics for bookkeepers

3. Daily Bookkeeping Routines

  • Capturing source documents
  • Petty cash and small expense handling
  • Filing and digital recordkeeping

4. Weekly and Monthly Tasks

  • Bank and credit card reconciliations
  • Supplier and customer ledgers
  • Payroll entries and journals

5. Handling VAT and SARS Readiness

  • Bookkeeping for VAT submissions
  • Supporting documentation SARS asks for
  • How to avoid red flags in your records

6. Risk Areas and Common Errors

  • Misclassifications
  • Duplicate entries
  • Omissions and timing differences

7. Closing Off and Reporting

  • Month-end checklist
  • Trial balance review
  • Working with accountants to prepare AFS

8. Building Professional Habits

  • Working efficiently under pressure
  • Communicating clearly with clients
  • When to escalate or refer

9. Q&A and Practical Examples

  • Common questions from practice
  • Case scenarios and simple workarounds

10. Final Wrap-Up

  • What to implement this week
  • Tools and templates to use now

Certificate

The following event is awarded 2 CPD units in Accounting.

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