Excel for Bookkeepers


Date: Dec 14, 2020 - Dec 14, 2020

CPD hours: 2 Hours

Time: 13:00 - 15:00

Event Type: Webinar

Presenter: Russel Ngobeni
BAP

There are a lot of technological advancements in accounting and accounting systems. It is all great and beautiful and it saves bookkeepers a lot of time. This however will not be the case if you do not understand the basics of bookkeeping and accounting systems, most of which are based on Excel-like processes.

Overview 

There are a lot of technological advancements in accounting and accounting systems. It is all great and beautiful and it saves bookkeepers a lot of time. This however will not be the case if you do not understand the basics of bookkeeping and accounting systems, most of which are based on Excel-like processes.

Of course, these modern-day systems are not always affordable and almost every bookkeeper or accountant imports information from MS Excel to an accounting system, whether it is take-on balances, payroll data or accounting data.

Join Russel Ngobeni BAP(SA) on 14 December 2020 from 1:00 p.m. to 3:00 p.m. as he takes you through MS Excel and how you can use it effectively in your work.


Learning objectives

By the end of this event the participant should:

  • Understand how to perform the bookkeeping to trial balance function on MS Excel;
  • Understand how to format MS Excel worksheets so that data processing is quicker;
  • Understand how to use MS Excel shortcuts to fast-track data processing; and
  • Be able to draft basic management reports (Profit and Loss, Balance Sheet, etc.) using MS Excel.

Content

The webinar will cover the following topics:

  • Processing sales & purchases journals on MS Excel.
  • How to process cashbooks on MS Excel.
  • Processing year-end journals on MS Excel.
  • How to do basic VAT calculations on MS Excel.
  • Basic payroll calculations on MS Excel.
  • Preparing management reports on MS Excel.

Obtaining your CPD certificate

This webinar qualifies for 2 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 BAP(SA)

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:

  • Practising bookkeepers and accountants.
  • Trainee accountants.
  • Accounting department support staff.

Price            

  • R 475.00 - 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.
  • Reference documents and/or course material where available.
  • You can ask questions during the webinar and you will also have access to me the presenter after the webinar.

 

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Venues & Dates

The following venues and dates are available for this event.

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