Business Owners Financial Self-Study Package

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Take Control of Your Business Finances – On Your Terms

Running a business means making smart financial decisions, but that does not require a degree in finance. The Business Owner’s Financial Self-Study Package is designed to give you the essential knowledge and tools to understand, manage, and grow your business’s financial health with confidence.

This self-paced learning bundle includes six focused, easy-to-follow courses created for business owners who want practical financial skills without the jargon.

The following self-study courses are included in this package:

Basic Understanding of Financial Statements

Introduction to Financial Statements and the importance thereof
Statement of Comprehensive Income
Statement of Financial Position – Balance Sheet
Cash Flow Statement
How to read Financial Statements
Practical Examples and Calculations

Company Compliance

Department of Labour – When and How to register and for what
UI-8 – What this form is for and what to do with it
UI-19 – What this form is for and what to do with it
Staff Files – Relevant documents needed to keep in a staff file
Staff Payslips – When to supply an employee with a payslip and what information is needed to include
Salaries & Wages – How to calculate pro rata salary, bonus, leave and sick leave
Staff Leave – How staff leave works and how to calculate unpaid leave
Leave – How annual leave works and how to calculate to pay out
CIPC – Annual return requirements and how to ensure that the company does not get deregistered because of failure to renew
Personal Income Tax – The company’s responsibility in terms of staff personal income tax as well as informing staff of their responsibility to submit their own income tax
Workmen’s Compensation – When to register for Workmen’s compensation, and how it works.
PAYE, UIF & SDL – Relevant deductions from staff salaries and submissions to SARS. (EMP201 Submissions)
IRP5’s and IT3’s – Issuing of IRP5’s and IT3’s and when required (EMP501)

Finance for Non-Finance Individuals: Budgeting and Cashflow Forecasting

What time horizon to consider when budgeting and time value of money considerations
What goes into a budget and what shouldn’t (incl. tax liabilities, VAT, PAYE, provisional tax)
How to track the effectiveness of a budget and how to update it
What to do if things don’t go as planned
- Financial risk
- How to raise alternative financing (sale-and-leaseback)
- Rearrangements on financial obligations

Financial Statements Ratio Analysis

Easy to follow Video Presented Modules by an experienced practicing Accountant
Comprehensive Downloadable Notes for each Module
Powerful Business Health Analyser Workbook
Online Self-tests and Assignments
Technical Support for all online Access Queries
Email Support for all Content Queries from a professional accountant
Also a Powerful Business Health Analyzer Workbook to easily calculate:
- Profitability
- Cash Flow Generation
- Asset & Working Capital Management
- Operational Efficiencies and Productivity of Employees & Assets
- Ratio analysis, including EBITDA
- Operational ratios
- Financial ratios

Loans and Their Consequences

An overview of each of the new sections that have been added to the Income Tax Act
A refresher on the Interest Withholding Tax
A reminder of some of the pitfalls for Trusts with regards to interest

Manage Cash Flow and Profit

Part 1: Introduction to profit and cash flow - why they are so important
Part 2: Converting sales into profits
Part 3: Converting profits into cash
Part 4: Summary and exercise

All Included:

Video presented courses
Downloadable course material
Certificate of training
Optional assessments
SAICA, SAIBA, ACCA, IACSA, IRBA, SAIT Accredited - 24 verifiable CPD hours (4 per session)

Hennie Fritz 19/11/2025

Email submission

Hello Ashton

We appreciate the excellent service in accommodating us in this way.

Best regards

Shivali Pema 10/11/2025

Good day,

Thank you for a very informative Financial Statements Webinar, truly beneficial on my end.

Thank you again for the course material and recordings

Have a lovely week!

Regards,

Hendri Fritz 30/10/2025

Good afternoon Ashton,

Thanks for the informative sessions on the Tax for Beginners Self-Study Package. It’s a great course that clearly explains how to perform the calculations. Some points are repeated throughout the sessions, but that actually helps reinforce the concepts and makes the content feel more complete especially when the speaker covers topics like Capital Gains Tax (CGT).

Thanks once again I enjoyed the course and would recommend it to anyone that has no tax experience or even wants to do their own tax.

Kind Regards

Belinda Viviers 31/10/2025

Facebook

Started with my course, big thumbs up

Thanks

Rodney Ndungase Chauke 17/08/2023

email submission

It's so professional and worth recognition.

100% Bizfacility.

I saw your course offered through Udemy, but I told myself, support local business direct, regardless of massive discount offered.

Thanks for your tireless attention to customer service.

All the best

Ushen 18/05/2023

One of the most insightful sessions I have been to and Ruzel I just wanted to say thank you for the video, material and content discussed as this was such a breath of fresh air to me. Looking forward to a few more in the coming weeks.

Much appreciated!

Zillah Abel 08/05/2023

Email Submission

Thank you so much for this course. It will be very valuable for me.

As a business owner it is overdue that I arm myself with bookkeepeing knowledge.

Kind Regards,

Barbara Theron 24/04/2023

The course was very informative and I enjoyed it, many thanks.

Kind Regards,

Melanie Thompson 13/04/2023

I was very impressed with the training. It answered real questions / issues that arise. Was really helpful.

Kind Regards,

Evette 05/04/2023

I just completed the full course.

Thank you for the amazing course, I learned so much from it!! Will definitely do more courses with Biz Facility!

Kind regards,

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