Analyzing the Income Statement Course

SKU 00788
R650.00
Attendee's name and surname
Enter your text
Attendee's email address
Enter your text
Membership
Please choose
Membership No (enter your membership number or type "none" if not a member)
Enter your text
In stock
Share this product with your friends
Analyzing the Income Statement Course
Product Details

This course offers a practical, step-by-step guide to understanding and analysing the Income Statement, one of the most important financial reports in any business.

Participants will explore the structure and purpose of the Income Statement, how revenue, cost of sales, operating expenses, and taxation flow into overall profitability, and why accurate reporting matters for decision-making.

The session includes real-world examples, common mistakes to avoid, and hands-on analysis techniques tailored for South African bookkeepers. Attendees will also work through practical exercises, case studies, and key financial ratios to strengthen their ability to interpret performance and identify trends with confidence.


Topics Discussed:

  • Introduction and Basic Concepts
    • Income Statement vs Other Financial Statements
    • Importance of Income Statement
    • Key users of the Income Statement
    • Basic Accounting Principles Relevant to the Income Statement
    • Components of the Income Statement
    • Practical Examples for Bookkeepers in South Africa
    • Common Errors to Avoid
  • Revenue and Sales Recognition
  • Cost of Sales and Gross Profit
  • Operating Expenses and Net Profit
  • Taxation and Profit after Tax (PAT)
  • Practical Income Statement Analysis
  • Reporting and Compliance
  • Practical Exercises and Case Studies
  • Income Statement Ratio Analysis


Presented by: Ruzel Van Jaarsveld

Ruzel brings many years of financial and bookkeeping expertise across a wide range of industries and corporate environments. Her extensive experience spans trial balance management, payroll administration, VAT and PAYE compliance, inventory control, management accounts, e-filing, and import/export procedures. As a seasoned facilitator with Biz Facility, Ruzel has spent many years delivering practical, hands-on financial workshops to business owners and corporate finance teams nationwide. Her approachable teaching style and deep technical knowledge make complex financial concepts accessible and actionable for every level of learner.


All Included:

  • Video presented course
  • Downloadable course material
  • Certification of training
  • Assessment (optional)
  • SAIT Accredited (2 verifiable CPD hours)