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Trial Balance to Financial Statements

Date: Jul 10, 2017 - Jul 27, 2017

CPD hours: 4 Hours

Time: 09:00 - 13:00

Event Type: Seminar

Presenter: Sanmari Fourie
Senior Lecturer

In the world of financial accounting you really can’t produce accurate financial statements without a trial balance. What is the importance of a trial balance in financial statements? The trial balance is part of almost every financial accounting system. It is formed via information from journal entries made into a general ledger, journals or schedules. A correct trial balance means that all the d...


This CPD event aims to provide bookkeepers and junior employees in corporations with the necessary competence to process journals into a trial balance and generate financial reports.


  • Extracting a Trial Balance from the General Ledger 
  • Generate an Income Statement and Balance Sheet 
  • Adding footnotes to Financial Statements 
  • Application of equity for various business entities 
  • Interpret Financial Statements using ratio analysis 
  • Prepare a cash flow in the format prescribed by IFRS 
  • Value-Added Tax and the impact on Bookkeeping    


Using balances from the General Ledger accounts learn to prepare a trial balance and then an income statement and balance sheet.


Sanmari Fourie, Lecturer

Sanmari Fourie is a CA(SA) and has been a senior lecturer for the last three years.

Her students like the fact that her Master’s degree in Forensic Accounting and ten years’ professional experience in the Accounting, Auditing, Consulting and Educational fields provides her with a unique approach that is not intimidating and a lecture style that is easy to understand.    




Who should attend?

This CPD training session is aimed at participants who need a knowledge of basic financial accounting. It is aimed at individuals without a previous degree and who would not be interested in or qualify to register for a formal BCom degree. It also serves as a prepatoruy course of the UNISA Certificate in Practical Bookkeeping NQF level 5 for those student that wants to obtain a formal qualifciation. The CPD event is ideal for bookkeepers and tax technicians and accounting technicians.


  1.  Attendance of the half-day seminar will accrue 4 + 1 hours’ CPD. Complete the free online assessment at the end of the event and receive an additional CPD point.
  2.  Attendees also qualify for a 10% discount on the UNISA course in Certificate Practical Bookkeeping. 
  3.  Attendees that pass the online assessment after the event will be able apply for 1 year free associate membership with the Southern African Institute for Business Accountants (SAIBA). Click here

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Venues & Dates

The following venues and dates are available for this event.

Discounts available

The following discounts are available for this event

SAIT CPD Subscriber: CPD Package Dependent

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