Overview   

This webinar offers practical instruction for crafting an Excel spreadsheet that efficiently converts bank statements into a trial balance. It empowers bookkeepers with tangible skills, covering everything from mastering vital functions and 3D formulas to making the most of time-saving shortcuts.   

The most pivotal benefit of this webinar to the accounting profession is that practitioners will gain hands-on expertise in leveraging Excel's advanced features for bookkeeping. This not only streamlines their workflow but also ensures accuracy and efficiency in financial reporting and analysis. 

Join Nestene Botha CA(SA) on 03 October 2023 from 9:00 a.m. to 11:00 a.m. as she takes you through mastering Excel techniques, accountants can elevate their service offerings, reduce errors, and save significant time, positioning themselves at the forefront of modern financial management. 

Learning objectives  

Attending this webinar will equip you with the following skills: 

• Practical Creation of Financial Sheets: The attendee will know how to design an Excel sheet that effectively converts bank statements into a trial balance, streamlining their bookkeeping process. 

• Mastery of Essential Functions: Attendees will become proficient in key Excel functions that every bookkeeper should be familiar with, enhancing their efficiency and accuracy in financial tasks. 

• Understanding of 3D Formulas: Participants will grasp the concept and application of 3D formulas in Excel, allowing them to work across multiple sheets and workbooks with ease. 

• Efficient Use of Shortcuts: Attendees will learn and internalize valuable Excel shortcuts, significantly reducing the time spent on routine tasks and boosting their productivity. 

• Access to Additional Resources: By the end of the webinar, participants will be equipped with extra resources and materials to further refine their Excel skills and stay updated in the realm of bookkeeping. 

Content  

The webinar will cover the following topics:  

• Bank Statements to Trial Balance in Excel 

• Helpful functions all bookkeepers should know about 

• 3D Formulas 

• Shortcuts 

• Extra Resources 

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   

About the presenter 

Nestene Botha CA(SA) 

Nestene Botha completed her B.com (Hons) at North West University in 2012. In 2014 she completed her professional articles and her Master's Degree in Chartered Accountancy. She then registered with SAICA as a Chartered Accountant in 2015. 

Nestene has lectured on the audit programme at the University of Cape Town. She started her own audit, tax & accounting practice which she has since grown into a reputable firm in the Table View area with 60 clients and two staff members. 

Who should attend? 

The following persons will benefit from attending this webinar: 

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

• Accounting officers. 

• Tax Practitioners. 

• Bookkeepers. 

• Trainee accountants. 

Price              

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R184 per person (up to 5 users) 

• Group Price 2 - From R121 per person (up to 10 users) 

• Group Price 3 - From R109 per person (over 11 users) 

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: 

• A 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 the presenter after the webinar.