Accounting Cycle and File Management System for Bookkeepers

To discuss the accounting cycle process as well as where and how to keep practice and client files safe. June 2021


By the end of this event the attendee should:  

    • Understand what the accounting cycle is.
    • Know the stages of the accounting cycle and what is involved at each stage. 
    • Understand how to improve efficiency at each stage of the accounting cycle.
    • Understand what a file management system is.
    • Know how to create and run a good file management system.


The day-to-day activities of every accountant revolve around the accounting cycle. Whether one is a bookkeeper, tax practitioner or accountant, their functions are all part of the accounting cycle whose ultimate goal is the presentation of financial statements to the various users. 

A good file management system needs to be in place if one is to perform their accounting cycle activities efficiently and effectively. In addition to this, their are statutory requirements on the time that certain documents produced in the accounting cycle are kept or retained.

Join us as we discuss the accounting cycle process as well as where and how to keep practice and client files safe.


The following pricing apply:

Ad hoc: R575 for this webinar
Subscription: Included for free in the Bookkeeper package.


Study unit 1

The accounting cycle definition. 

Study unit 2

Stages of the accounting cycle explained. 

Study unit 3

What is a file management system? 

Study unit 4

File management system options. 

Study unit 5

Why accounting firms need a document management system. 

Study unit 6

Files that must be kept safe. 

Study unit 7

Converting paper documents into digital formats. 

Study unit 8

Steps to a file/document management system. 

Study unit 9

Creating a file management plan. 

Study unit 10

Levels of security required. 

Study unit 11

Key features of a robust file management system.  


There are no preconditions for this course.
Moderate level.
Recorded webinar made available on a specified date


Russel Ngobeni 

Russel is a registered Business Accountant in Practice through the Southern Institute for Business Accountants (SAIBA), and a registered Tax practitioner through the South African Institute of Tax Practitioners (SAIT). He holds a Bachelor of Accounting Science degree from the University of South Africa and a National Diploma in Financial Information Systems from Tshwane University of Technology.

Russel is the founder of Shinyawani Group of Companies (Pty) Ltd.  He has won various entrepreneurial awards in the province of the Free State. 


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By attending this webinar, you will be provided with:
– Summarised slide presentation.
– Reference documents and / or course material where available.
– Access to a technical knowledge base.
– Recorded webinar that includes an expert presenter and participant interaction.

R 575 VAT Incl.

Additional Course Information

Category Accounting
Accredited SAIBA
Verifiable CPD Hours 5
Non-verifiable CPD Hours N/A
Effort 5 hours
Duration 5 hours
Format Webinar
Level Moderate
Assessment Yes
Study Material No
Course Date 2 June, 2021
SKU CPD200294M Categories , ,

Who should attend?

Business Accountants in Practice (SA)
Business Accountants (SA)
Certified Business Accountants (SA)
Accounting and Auditing support staff
Accounting Officers

This event is included in the following subscription packages:

If you are not a subscriber, you need to purchase the event as a stand-alone event or subscribe to a SAIBA subscription package.

How to subscribe

Subscribers pay less for their CPD points.
SAIBA offers 4 subscription packages that provides access to everything to run a successful accounting and tax practice.

Pay a small monthly amount and gain access to monthly webinars covering ethics, financials, reporting, audit and assurance, working papers, law, technology, management topics, and tax.






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