Accounts processing training for staff
At a glance
- For
- New and existing admin, office and accounts staff
- Takes
- Half-day sessions, up to six people per session
- Format
- In person or online
- You get
- Staff who process the accounts correctly, with SOPs to follow
- Price
- Priced on assessment
- Invoices, supplier slips and costs captured consistently
- Bank reconciliations and a month-end done in one sitting
- Works with the accounting software you already use
What we hear from owners
- “The same supplier is coded three different ways.”
- “Bank reconciliations are months behind, or never done.”
- “Nobody chases debtors until cash is already tight.”
- “A new hire learns the accounts by guessing.”
Accounts processed correctly, every time
Every report and VAT return depends on how invoices, slips and payments were captured. Your staff learn one way of doing it, in your own software, on your own transactions.
What the training covers
- 01
Capturing documentsEvery invoice and slip captured once, completely.
- 02
Coding costs correctlyEach cost on the right job, customer or category.
- 03
VAT basicsWhat a valid tax invoice shows.
- 04
Bank reconciliationsEvery bank line matched to a record.
- 05
Debtors and creditorsFollowing up overdue accounts in plain language.
- 06
Month-end routineA checklist that closes the month in one sitting.
What you get
Month-end routine · October
Sample
| Task | W1 | W2 | W3 | W4 | |
|---|---|---|---|---|---|
| Capture invoices and slips | W1 done | W2 done | W3 done | W4 due | Admin |
| Code costs to jobs | W1 done | W2 done | W3 done | W4 due | Admin |
| Bank reconciliation | W1 done | W2 done | W3 done | W4 due | Admin |
| Debtors follow-up | W2 done | W4 due | Accounts | ||
| Check VAT invoices | W4 due | Accounts | |||
| Close the month, send the report | W4 due | Accounts |
How the training runs
- 01
Discovery call
Who is being trained, and where the accounts go wrong.
- 02
Records reviewed
How transactions are captured today.
- 03
Sessions
Half-day sessions for up to six people.
- 04
SOPs handed over
Written procedures to follow and to train the next person.
Who it is for
- New admin or accounts staff
- Staff who learned the accounts informally
- Office managers taking over from the owner
- Businesses moving to new accounting software
- Teams where several people capture transactions
What your team leaves with
- One way of capturing invoices and slips
- A cost-coding list that matches your reports
- A weekly bank reconciliation routine
- A debtors follow-up process with wording
- A month-end checklist and SOPs
Templates that help
Read more
- SARS records checklist for South African small businessesRecords · 6 min read
- VAT registration for contractors: the 2026 threshold changeCompliance · 6 min read
- Quotes, variations and getting paid: the paperwork that protects your marginGetting paid · 8 min read
- What is an SOP, and why every contractor needs oneSystems · 5 min read
Frequently asked
Something else on your mind? A discovery call covers the detail.
Talk to Connie about accounts processing training for staff
Leave your details and a line about the business. You get a reply to book a discovery call, then a fixed quote and written scope before anything starts.
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