Preparing a Set of Accounts for Bookkeepers and Accountants


Date: Mar 7, 2023 - Mar 7, 2023

CPD hours: 2 Hours

Time: 10:00 - 12:00

Event Type: Webinar

Presenter: Monja van Zyl CA(SA) 
Director

"Garbage in, garbage out" is a term that is commonly used in the field of computer science but it equally applies in bookkeeping and accounting.

Overview   

"Garbage in, garbage out" is a term that is commonly used in the field of computer science but it equally applies in bookkeeping and accounting.   

Meaningful financial statements are dependent on the accuracy and correctness of the data that was captured. The aim of this webinar is to show you how to accurately prepare a set of accounts and produce final accounts that serve their purpose for the different users while saving time and increasing profitability.  

Join Monja can Zyl CA(SA), for a complete discussion on the most cost effective ways to prepare accounts that ultimately produce meaningful financial statements.  


Learning objectives  

By attending this webinar you will gain the following competencies: 

  • Be able to identify supportive evidence required for transactions.  

  • Be able to correctly identify which transactions relate to the income statement and which to the balance sheet.  

  • Collect and accurately capture all the information regarding terms with customers and suppliers. 

  • Clearly communicate business objectives and strategies using up to date information. 

  • Understand the use of accounting packages for real time reporting.  


Content 

The webinar will cover the following topics:  

  • What is a full set of accounts? 

  • Understanding financial periods. 

  • Using the correct terminology. 

  • Collecting supportive evidence. 

  • Setup of control accounts and what it entails. 

  • Balancing the books. 

  • Specific verifications that must be done. 


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 

Monja van Zyl CA(SA)  

Monja van Zyl completed her CA(SA) articles in Durban and qualified as a chartered accountant in 2006. She then worked for both listed and unlisted companies in various industries where she mentored and led teams of different sizes. 

Recognising the importance of balancing work and life, Monja started her own business called Aim Business Advisory Services in 2019. Her target market is the small-to-medium sized companies to whom she gives access to her vast skills and experience at a fraction of the cost on an outsourced retainer model.  


Who should attend? 

The following persons will benefit from attending this webinar: 

  • Bookkeepers. 

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

  • Compliers.  

  • 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. 

Save this event to your Google or Outlook calendar.


Venues & Dates

The following venues and dates are available for this event.

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