Bookkeeping, Pastel & Financial Management Courses
These financial management, bookkeeping and Sage Pastel courses are for people who work with money but were never trained in finance: managers who sign off spend and defend a budget, supervisors who report on costs, bookkeepers and payroll clerks, administrators moving into a finance role, and owners of small and new businesses. Delegates learn to read financial statements, build and control a budget, keep the books, run Sage Pastel accounting and payroll, look after company assets and price a product at a profit.
Courses run from 1 to 5 days, and most are 2 or 3 days. Training runs in-house at your premises, at BOTI's venue in Sunningdale, Johannesburg, or online. For in-house groups the examples can be built around your sector and your own policies.
Most popular
- Asset Management Training · 2 days. Keep a reliable asset register, tighten accountability for company assets and draw up a practical asset management plan.
- Finance for Non-Financial Managers Training · 2 days. Read income statements, balance sheets and cash flow, use ratios and build budgets, explained in plain business language.
- Apply the principles of costing and pricing to a business venture · 3 days. Set a pricing policy, work out costs and check that the margin justifies launching a product or venture.
- Basic Bookkeeping Course · 2 days. Record transactions, keep the general ledger and balance the books, for beginners and small-business teams.
- Sage Pastel Payroll Administration · 5 days. Run a compliant payroll in Sage Pastel Payroll: PAYE, leave, statutory reporting and month-end.
- Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues (Generic Management) · 3 days. Use interest calculations, investment maths and cost and revenue analysis to support financial decisions.
Showing all 14 results
All Finance courses
Finance for managers and budget holders
- Finance for Non-Financial Managers Training · 2 days. Financial statements, cash flow, ratios and budgets for managers without a finance background.
- Apply the budget function in a business unit · 3 days. Assess a business unit's budget needs, draft a proposed budget and use it to make decisions.
- Manage expenditure against budget · 3 days. For junior managers: the elements of a budget, and how to monitor and control actual spending against it.
- Budgets And Financial Reports Course · 1 day. An introduction to financial statements, budgets, forecasting and terms such as ROI and EBIT, for administrators and other non-finance staff.
- Participate in the estimation and preparation of cost budget for a project or sub project and monitor and control actual cost against budget · 3 days. Estimate and prepare a project cost budget, then track actual spending against it.
- Apply mathematical analysis to economic and financial information (Generic Management) · 3 days. For heads of department and section heads: use maths to show economic relationships and analyse financial information.
Assets, costing and new-venture finance
- Asset Management Training · 2 days. Asset registers, accountability for assets, fixed assets versus stock, and an asset management plan.
- Apply the principles of costing and pricing to a business venture · 3 days. Costing, pricing policy and profit margins for a new product or venture.
- Finance a new venture · 3 days. Work out a venture's capital requirements, compare sources of finance and meet the requirements of the chosen financing option.
- Manage finances of a new venture · 3 days. Manage a small business's income and expenditure, apply an accounting system and base decisions on the financial statements.
Bookkeeping, accounting and Sage Pastel
- Basic Bookkeeping Course · 2 days. Transactions, the general ledger and balancing the books, for beginners.
- Demonstrate an understanding of basic accounting practices · 3 days. Accounting terms, source documents, subsidiary journals, the ledger, the trial balance and final accounts.
- Sage Pastel Introduction to Bookkeeping Fundamentals Course · 2 days. Bookkeeping for Sage Pastel users: VAT, source documents, journals, the general ledger and reconciliations.
- Sage Pastel Xpress Version V14 Training Course · 3 days. Set up a company in Sage Pastel Xpress and process customers, suppliers, inventory and the general ledger. For bookkeepers switching to Pastel.
- Sage Pastel Partner 14 Intermediate Course · 4 days. Follows the fundamentals course: set up a company in Sage Pastel Partner and process suppliers, customers and the cash book.
- Sage Pastel Partner 14 Advanced Course · 2 days. For current Pastel users: consolidations, budgets, projects, depreciation, accruals and advanced customer and supplier functions.
- Sage Pastel Partner Bundle Version 14 · 5 days. Bookkeeping from first principles (VAT, journals, the ledger, trial balance and bank reconciliation), followed by setting up and processing in Sage Pastel Partner, in one programme.
- Sage Pastel Payroll Administration · 5 days. Payroll set-up and processing in Sage Pastel Payroll, with correct PAYE, leave and statutory submissions.
Business maths and personal finance
- Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues (Generic Management) · 3 days. Simple and compound interest, loans, annuities and investments, and marginal cost and revenue.
- Use mathematics to investigate and monitor the financial aspects of personal business, national and international issues · 3 days. Costs and revenue, financial instruments, and the maths behind tax, productivity and the economy.
- Use mathematics to investigate and monitor the financial aspects of personal and community life (Business Administration Services) · 1 day. Everyday financial maths for administrative staff: costs, prices, profit and loss, household budgets and interest.
- Use mathematics to investigate and monitor the financial aspects of personal and community life · 2 days. The same everyday financial maths over two days, aimed at small-business owners: cost price, selling price, revenue, profit and loss.
- Manage personal finances · 5 days. Plan and prepare a personal budget and manage personal finances.
The courses on this page are not accredited. They are delivered as professional skills programmes, and delegates receive a BOTI certificate of attendance.
Talk to us
Tell us your team's goal and we will recommend the course. Call 011 882 8853 or email [email protected].
Accredited route
Need a credit-bearing option? Interpret basic financial statements is an accredited unit-standard short course (unit standard 117156, NQF Level 4, 4 credits, 3 days), offered under BOTI's Services SETA accreditation 12582. Delegates learn to analyse a balance sheet and an income and expenditure statement and use them to make a financial decision. The last date for enrolment is shown on the course page. See every accredited programme on /qualifications/.
Guides
- Finance for non-financial managers training: what budget holders need to know about budgets, financial analysis and decisions.
- The Public Finance Management Act: let's make it simple: the PFMA's aims and how it promotes transparency and accountability in public finance.
- Debtors, creditors and reconciliation training for finance teams: getting reconciliations right and collecting cash on time.
- Financial planning and analysis: monthly cash flow forecasting in Excel: building a cash flow forecast and a financial model.
- How much does corporate training cost in South Africa?: what drives the price, per-delegate versus in-house rates, and funding through the Skills Development Levy.
What our clients say
“All training programmes were delivered in a highly professional manner, with effective coordination and strict adherence to our scheduling requirements. The facilitators demonstrated a commendable level of expertise, and the quality of delivery consistently met our expectations.”
“The course was efficiently scheduled and planned around our timetable. We were impressed by the quality of training”
“All training sessions were well-coordinated, professionally delivered, and aligned with our scheduling requirements. We were particularly impressed by the high standard of facilitation and the depth of expertise demonstrated throughout the programmes.”
Frequently asked questions
Can you train our whole team at our offices, or online?
Yes. Every course can be delivered in-house at your premises anywhere in South Africa, at BOTI's venue in Sunningdale, Johannesburg, or online. Per-delegate rates fall as the group grows, so in-house is usually the most cost-effective option for a team.
Which Sage Pastel course should we start with?
New bookkeepers start with the Basic Bookkeeping Course. Staff who know bookkeeping and are moving to Sage Pastel start with the Introduction to Bookkeeping Fundamentals course, then Partner 14 Intermediate, then Partner 14 Advanced once they work in Pastel daily. Bookkeepers switching to Pastel Xpress take the Xpress course. Sage Pastel Payroll Administration is for staff who already have payroll experience.
Can the course use our own budgets and reports?
Yes. For in-house groups the facilitator builds the examples and exercises around your sector, and around your own policies and templates if you share them.
Do delegates get a certificate?
Yes, a BOTI certificate of attendance. These courses are not accredited. If you need credits, see the accredited route above or ask us about the accredited qualifications and skills programmes on /qualifications/.