Using Software Tools for Workflow Management

Date: Mar 16, 2018 - Mar 16, 2018

CPD hours: 4 Hours

Time: 09:00 - 13:00

Event Type: Webinar

Presenter: Colin Timmis
Head of Accounting

Discover new approaches to software management that are designed to improve workflow efficiency and grow your firm at scale.


Time and workflow management is critical if you are employed as a bookkeeper. 
That is why bookkeepers need to revisit at their operating procedures and invest in software that can improve their productivity. Being as efficient as possible has a very real effect on your bottom line. 

This event will include discussions on how you can increase and maximise your office's efficiency by better designing your workflow and adopting software for improved practice management. 

Learning objectives

The objective of this webinar is to provide you with the following information:

  • learn how to document the steps of operating your business;
  • learn how to automate your processes and get technology to do as much of the “work” as possible;
  • learn how to delegate and project manage your workflow.
  • how to ensure process flow of documents in practice;
  • how to manage accountability and performance of team members;
  • how to ensure process flow of documents in practice;
  • how to manage accountability and performance of team members;


This webinar will address the following elements:

  • how to document work process;
  • how to improve time management;
  • examples of workflow tools available for bookkeepers;
  • software tools for workflow and client communication;
  • using Trello for laying out your procedures and working your schedule;
  • tools to deliver reports and other documents electronically;
  • downloading transactions automatically using bank feeds instead of manually doing the data entry;
  • bookkeeping apps to integrate into your accounting system.

Obtaining your CPD certificate

Earn a recognised CPD certificate from the SA Accounting Academy. On completion of this webinar you will earn a CPD certificate to claim CPD hours from your professional body. This provides powerful proof of your new competencies and you can use it to set yourself apart from the rest and get recognised in the job market.

Attendance of this four-hour webinar will accrue 4 CPD hour for members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA.

Complete the free online assessment at the end of the event and receive an additional 1 CPD hours.

Who should attend

  • Bookkeepers
  • Accounting practitioners
  • Small Business owners
  • Other users of financial software


If you are an existing CPD subscriber on the Certified Bookkeeper package, you will be able to register for this event free.

Members who are not an existing Certified Bookkeeper CPD subscriber will pay R399 for this webinar.

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Venues & Dates

The following venues and dates are available for this event.

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