Overview     

The day-to-day activities of every accountant revolve around the accounting cycle. Whether one is a bookkeeper, tax practitioner or accountant, their functions are all part of the accounting cycle whose ultimate goal is the presentation of financial statements to the various users.  

A good file management system needs to be in place if one is to perform their accounting cycle activities efficiently and effectively. In addition to this, their are statutory requirements on the time that certain documents produced in the accounting cycle are kept or retained. 

Join Russel Ngobeni BAP(SA) on 31 May 2021 from 9:00 a.m. to 1:00 p.m. as he discusses the accounting cycle process as well as where and how to keep practice and client files safe.   

Learning objectives    

   By the end of this event the attendee will:   

• Understand what the accounting cycle is. 

• Know the stages of the accounting cycle and what is involved at each stage.  

• Understand how to improve efficiency at each stage of the accounting cycle. 

• Understand what a file management system is. 

• Know how to create and run a good file management system. 

Content   

   The webinar will cover the following topics:   

• The accounting cycle definition. 

• Stages of the accounting cycle explained. 

• What is a file management system? 

• File management system options. 

• Why accounting firms need a document management system. 

• Files that must be kept safe. 

• Converting paper documents into digital formats. 

• Steps to a file/document management system. 

• Creating a file management plan. 

• Levels of security required. 

• Key features of a robust file management system.  

Obtaining your CPD certificate   

This webinar qualifies for 4 CPD hours with your professional body including: ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by all relevant professional bodies.  All attendees are issued with a CPD certificate available in an online profile.   

About the presenter  

Russel Ngobeni 

Russel is a registered Business Accountant in Practice through the Southern Institute for Business Accountants (SAIBA), and a registered Tax practitioner through the South African Institute of Tax Practitioners (SAIT). He holds a Bachelor of Accounting Science degree from the University of South Africa and a National Diploma in Financial Information Systems from Tshwane University of Technology. 

Russel is the founder of Shinyawani Group of Companies (Pty) Ltd.  He has won various entrepreneurial awards in the province of the Free State.  

Who should attend?   

   The following persons will benefit from attending this webinar:   

• Professional Accountants including: RA(SA), CA(SA), PA(SA) and BAP(SA). 

• Bookkeepers. 

• Accounting firm administrative personnel. 

• Trainee accountants. 

Price                 

• R 575.00 - Online admission - Individual.  

• R 950.00 - Online admission - Company.   

Steps to register for the event:   

If you already have a profile, login and register for the webinar.  

If you don’t have a profile, create a free profile then login and register for the webinar.  

Click here  to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).  

Click here  to find out about the Technical Resource Centre & CPD Subscription options.  

Additional material  

   By attending this webinar you will be provided with:  

• Summarised slide presentation;  

• Detailed course material; 

• Source documents for reference/resource library; and   

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.