BizFacility workshop: Understanding Financial Statements – March 2015

Financial statements are essential to understanding business. The aim of this workshop is to provide non-financial delegates with practical skills in using accounting data to make decisions, and in reading financial statements (Management Accounts and Annual Financial Statements).

The focus will be on the three main statements – Income Statement, Statement of Financial Position and Cash Flow Statement –  needed to manage the cash flow cycle from purchases to banking the cash.

By the end of this workshop, candidates will be able to efficiently read the main financial statements. And by using a number of key figures, candidates will also be able to develop a story line of the effectiveness of business in generating sales revenue, through to cash flow.

Topics covered

1. Introduction and definitions

2. Statement of financial position

  • Non-current assets
  • Inventory
  • Receivables and payables

3. Taxation

4. Equity and debt

5. Income statement

6. Cash flow statement

7. How to read financial statements

Who should attend

This workshop is suitable for entrepreneurs, managers, professionals, staff, bookkeepers and other users of financial statements.

Continuing Professional Development (CPD)

This workshop is accredited by the Institute of Certified Bookkeepers and Accountants (ICBA) for CPD points.


  • R 1,750.00 per delegate

All registered ICBA members qualify for a 20% discount on the above price. To receive your discount:

When and where

  • Midrand Conference Center, Gauteng – 10 March 2015
  • Willowbridge, Bellville, Cape Town – 13 March 2015

Click here to register.


SAPA breakfast seminars: Annual PAYE Update – March 2015

Explore the Revenue Amendments and Budget developments for the 2016 tax year 

Presenter, Steve Krause will provide his interpretation of the technical provisions in an easy-to-understand way. The statement, “ignorance of the law is no excuse” is certainly showing its true colours at the moment. Simply put… If you get it wrong, SARS will have a field day.


  • Professionally designated members: No charge
  • SAPA members: R200.00
  • Non-members: R300.00

If you hold a professional designation with SAPA, please contact the SAPA secretariat at charlene[at] or melindi[at] in order to process your registration.

When and where

All seminars will run from 07h30 to 09h15 (registration from 07h00).

  • 04 March 2015 – CCJ, Woodmead
  • 10 March 2015 – Suncoast Casino, Durban
  • 12 March 2015 – V & A Waterfront Hotel, Cape Town

Click here to register.


SAAA seminars: Delivering outstanding client service + Better billing. Better collections. Lower lock up – Apr 2015



This training programme is designed to provide a range of innovative ways to improve client service. In half a day, you will learn tools and techniques that will enlighten, entertain and enrich your capabilities to improve your client service.

This interactive course includes:

  • Unleashing the power of your personal interactions.
  • Developing your skills and developing your role as a business advisor.
  • The true cost of poor service and the true potential of delivering extension services.
  • Upgrading your personal development and service capabilities.
  • The key lessons from the iceberg of time and the rearview mirror.
  • The potential of the rule of fee flexibility.
  • Realise the most from these essential client meetings.
  • The outstanding client service revolution and how to upgrade your service.
  • Your invisible report card and improving your client rating.
  • Leveraging your client meetings.
  • Delivering fees from the five essential client plans.
  • Learning from others – an award winning Lexus car dealer, a crazy New Zealand dentist, Ritz, Carlton and Disney.
  • The power and value of asking the right questions.
  • Widening your service portfolio.
  • Essential KPIs that will drive outstanding client service.
  • Lessons from the “HEART”.
  • Managing your moments of truth and moments of magic.



Inter-firm surveys continue to reveal that most firms have lock up (debtors/receivables and WIP) in the region of 25-35% of their gross fee income. The firm’s balance sheet shows this as an asset, but is it? With so much owed to the accountant, clients do not necessarily feel that they can make a further financial commitment. This course will show the steps to take to reduce lock up to 15% or less. Your clients will love the new approach – and so will you. Attend this half-day seminar and gain the confidence to bill more for what you do and have your clients willing to pay.

This interactive course includes:

  • How the LUBRM and TUBR models can show the key areas in which you can improve profitability and reduce lock up.
  • How to reduce the key variances that reduce profitability before you even raise an invoice.
  • Billing myths and how to avoid falling into a whole range of low billing traps.
  • How to bill what you are worth and collect what you bill.
  • Compelling reasons why you must reduce lock up – it is damaging your client service capability.
  • Improving job profitability.
  • Three essential budgeting lessons.
  • Twelve lessons from my client manager casebook.
  • Discussing prices with clients and how to avoid giving away your services for less than they are worth.
  • How to revolutionise your billing practices so that clients no longer resist paying you or ask for more service.
  • How to handle price complaints.
  • Key ways to improve billing.
  • Massive action campaign to reduce lock up.
  • The 21st century way to manage your client relationship financially – reduce your lock up to 15% guaranteed!

Who should attend

Practice owners and all client-facing staff.

Continuing Professional Development (CPD)

Attendance of one half-day seminar will accrue 4+1 hours’ CPD for members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CSSA, ICBA, LSSA, FPI, and the IBA.

Attendance of both seminars will accrue 8 +2 hours’ CPD.

Complete a free online assessment at the end of each event and receive an additional CPD point per seminar.


One half-day seminar

  • Non-members = R 1590.00
  • SAAA members = R 1510.50

Both seminars

  • Non-members = R 2890.00
  • SAAA members = R 2745.50

All prices include VAT.

When and where

Seminar 1 (09h00 – 12h30)

  • 13 April 2015 – Wanderers Club, Johannesburg
  • 14 April 2015 – Diep in die Berg, Pretoria
  • 15 April 2015 – Hathersage, Cape Town
  • 16 April 2015 – Riverside Hotel, Durban

Seminar 2 (13h00 – 16h30)

  • 13 April 2015 – Wanderers Club, Johannesburg
  • 14 April 2015 – Diep in die Berg, Pretoria
  • 15 April 2015 – Hathersage, Cape Town
  • 16 April 2015 – Riverside Hotel, Durban

Click here for more information and registration.

TaxBox special offers: TaxPlanner packages

TaxPlanner FinPack 2015 

This new TaxPlanner package is designed for tax practitioners and accounting practices. Generate a professional set of documents that can be submitted to SARS, or kept on file to determine the taxable income of a taxpayer who trades as a sole proprietor, or has a business like property rental – incidental to their main activities.

The FinPack package consists of the following:

  • Cover page
  • Personal tax calculation
  • Income statement
  • Statement of assets and liabilities
  • Disposable income reconciliation summary

Order this package before 13 February 2015 to receive a 20% discount!

Are you an existing TaxPlanner 2015 user? Upgrade your current version and receive a 20% discount!

Click here for more information.

TaxPlanner 2016

The new 2016 version of FinPack is set for release in March 2015. Order now to receive an early bird limited offer of 20% discount!

Click here for more information.

TaxPlanner 2012 to 2014

Order now to receive a special offer of 50% discount on each version!

Click here for more information.


Fasset half-day workshop: Office Etiquette – Feb 2015

This workshop – delivered by PE&R Business Solutions – is intended for office administrators, professional assistants and prospective managers who wish to gain insight into projecting a professional image of their business and enhance their corporate identity. Participants will be provided with information on a broad range of issues and will cover the following topics and new developments:

  • Office etiquette
  • An overview of the topic of culture and diversity in the workplace
  • Handling interpersonal conflict
  • Handling difficult people
  • Ethical dilemmas
  • Communicating in the workplace – telephone and email courtesy
  • Etiquette in meetings
  • Appropriate use of the Internet
  • Confidentiality
  • Unacceptable behavior at work and common office etiquette mistakes
  • Importance of understanding culture and diversity in the workplace and creating awareness about diversity
  • Facilitating awareness of culture and diversity dynamics within and among groups
  • Group diversity dynamics and its effect on organisational culture
  • Exploring the relationship between race, class, gender and sexuality in South Africa
  • Diversity dos and don’ts and critical success factors
  • Issues pertinent to etiquette and diversity and the latest changes and developments in the area

This workshop is available to Fasset levy paying firms, and non-levy paying firms in the Fasset sector.

Click here for more information and a list of venues across South Africa.