Core Bookkeeping Skills: The Essentials Every Bookkeeper Must Know

Equip bookkeepers with the essential, day-to-day skills needed to keep small businesses financially healthy and fully compliant, without overcomplicating the work.

2 CPD units 6 August 2025 1 presenter

What will set you apart

By completing this course you will gain the following competencies

By attending this webinar you will gain the following competencies
✅ The daily, weekly and monthly bookkeeping routines that keep your records clean and your clients SARS-ready
✅ How to handle common bookkeeping risks and avoid costly mistakes
✅ Why good bookkeeping is the backbone of compliant AFS and tax submissions
✅ How to reconcile, record, and file with confidence—even when clients hand over chaos
✅ The habits that turn a bookkeeper into a trusted advisor clients rely on

Event breakdown

Why core bookkeeping skills still matter in 2025
The bookkeeper’s role in practice success and compliance
The flow from source document to financial report
Cash vs accrual basics for bookkeepers
Capturing source documents
Petty cash and small expense handling
Filing and digital recordkeeping
Bank and credit card reconciliations
Supplier and customer ledgers
Payroll entries and journals
Bookkeeping for VAT submissions
Supporting documentation SARS asks for
How to avoid red flags in your records
Misclassifications
Duplicate entries
Omissions and timing differences
Month-end checklist
Trial balance review
Working with accountants to prepare AFS
Working efficiently under pressure
Communicating clearly with clients
When to escalate or refer
Common questions from practice
Case scenarios and simple workarounds
What to implement this week
Tools and templates to use now

Category: AccountingType: CPD CourseCPD category: Accounting

Description

Messy records. Missing slips. Misfiled invoices. Sound familiar? Behind every stressed-out accountant and panicked client is a bookkeeping system that’s buckling under bad habits. But it doesn’t have to be this way. Clean, accurate books aren’t a fluke—they’re the result of smart, repeatable routines. This practical session is for bookkeepers who want to sharpen their core skills, avoid compliance slip-ups, and take control of the chaos. We’ll walk through everything from source documents to reconciliations, VAT prep to SARS-proof filing. Whether you're just starting out or tightening up your processes, you'll leave with habits that save time, prevent trouble, and keep your clients happy and paying.

Presenters

Faith Ngwenya — Faith Ngwenya is an accomplished leader in the accounting profession with extensive experience in professional education, skills development and stakeholder engagement. As Head of Education at CIBA, she plays a key role in advancing professional development, strengthening relationships with education and industry stakeholders, and supporting initiatives that prepare accounting professionals for the evolving demands of the profession.

You will earn a certificate

On successful completion you will receive a certificate for 2 CPD units in Accounting.

Requirements

Laptop, desktop, or mobile device with internet access
Microsoft Edge, Google Chrome, Safari, or Firefox browser