Develop the practical finance, payroll, HR, VAT, tax and compliance skills needed to support a business confidently.

The Finance & Business Operations Professional Self-Study Package is designed for professionals who work across several financial and administrative functions.

Rather than specialising in only one area, learners develop a broad, practical understanding of bookkeeping, payroll, human resources, VAT, tax and workplace compliance. The package reflects the reality of many small and growing businesses, where one person may be responsible for several business-critical functions.

Course Outline

Learning Area 1: Bookkeeping and Financial Operations

Build the core bookkeeping and financial management skills required to manage everyday business transactions and produce useful financial information.

1. Mastering Accounts Payable

Learn how to manage supplier accounts, process purchases, maintain accurate records and support effective payment controls.

2. Mastering Accounts Receivable

Develop the skills needed to manage customer accounts, process income transactions, monitor outstanding balances and improve collections.

3. Business Compliance Essentials

Understand the fundamental compliance responsibilities that affect South African businesses and the records needed to support compliance.

4. Mastering Management Accounts

Learn how to prepare, interpret and use management accounts to monitor performance and support better business decisions.

Learning Area 2: Payroll and Employer Compliance

Develop practical payroll knowledge while learning how to meet important employer obligations.

5. Introduction to Business HR and Payroll

Gain a foundational understanding of the relationship between human resources, employee administration and payroll processing.

6. COIDA and ROE Essentials: A Practical Guide for Employers

Understand employer responsibilities under the Compensation for Occupational Injuries and Diseases Act, including registration, recordkeeping and the Return of Earnings process.

7. Department of Employment and Labour Workplace Masterclass

Learn how to prepare for Department of Employment and Labour requirements, workplace inspections and essential employment-related compliance.

8. Calculating Employees’ Tax

Develop a practical understanding of employees’ tax calculations, payroll deductions and the employer’s related responsibilities.

Learning Area 3: Human Resources and Labour Compliance

Build the practical HR knowledge required to manage the employment relationship from recruitment through to termination.

9. Employment Contracts and HR Policies: From Offer to Exit

Learn how employment contracts, workplace policies and supporting HR documentation should be used throughout the employee lifecycle.

10. Getting BCEA Compliance Right

Understand the essential requirements of the Basic Conditions of Employment Act and how they affect working hours, leave, remuneration, recordkeeping and termination.

Learning Area 4: VAT Administration

Gain practical VAT knowledge for processing transactions and maintaining accurate accounting records.

11. The Bookkeeper’s Guide to Deducting VAT

Learn when input VAT may be deducted, what documentation is required and how to identify common VAT risks and errors.

Learning Area 5: Income Tax Fundamentals

Develop an introductory understanding of the income tax responsibilities that affect individuals and companies.

12. Beginner’s Guide to Company and Personal Income Tax

Explore the basic principles of South African company and personal income tax, including taxable income, common deductions, provisional tax and essential filing responsibilities.

By completing the package, learners will be better equipped to manage everyday financial processes, support workplace compliance, understand essential tax obligations and contribute more confidently to the financial and operational management of a business.

Learning Outcomes

After completing the Self-Study Package, learners should be able to:

• Manage essential accounts payable and accounts receivable processes
• Maintain more accurate and compliant financial records
• Prepare and interpret basic management accounts
• Understand the connection between HR administration and payroll
• Support COIDA, ROE and employment-related compliance
• Apply key BCEA requirements in the workplace
• Understand employment contracts and workplace policies
• Calculate and process basic employees’ tax
• Identify when input VAT may be deducted
• Understand foundational company and personal income tax principles
• Work more confidently across finance, payroll, HR and administrative functions

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 courses
• Downloadable course material
• Certificate of training
• Assessments (optional)
• SAIT Accredited (Verifiable CPD Hours)
• Comprehensive templates included!💥