Module 1 - Objectives:

By the end of this module, you will understand your company's core registration documents, the critical importance of CIPC compliance, good governance and your legal duties as a director.

1. Understanding your Company Documents.
2. The importance of filing Annual Returns on time.
3. Director's Duties: Legal, Ethical and Governance.
4. Proper Procedure for changes in Company Changes.
5. The Critical Requirement of Filing Beneficial Ownership Information.

Module 2 - Mastering SARS Requirements:

By the end of this module, you will understand the essential SARS registrations, decode the main business tax types, be able to create a compliance calendar, and use SARS eFiling effectively.

1. Tax Registration Essentials.
2. Small Business Corporation (SBC) Regime vs. Turnover Tax (ToT).
3. Annual SARS Compliance checklist.
4. Corporate Governance ad SARS.

Module 3 - Labour Law Compliance (BCEA, UIF, COIDA) and PAIA/POPIA:

By the end of this module, you will understand the essential labour law and information governance requirements for South African businesses. You will learn how to comply with the Basic Conditions of Employment Act (BCEA), Unemployment Insurance Fund (UIF), Compensation for Occupational Injuries and Diseases Act (COIDA), and master the integration of PAIA and POPIA for effective information management. This module will equip you to draft compliant employment contracts, avoid common payroll mistakes, maintain a safe and fair workplace, and implement robust data protection practices—ensuring your business is legally protected, operationally resilient, and trusted by employees and stakeholders.

1. TBasic Conditions of Employment Act (BCEA).
2. Common BCEA Payroll Mistakes and Avoidance.
3. COIDA: Protection and the Letter of Good Standing (LOGS).
4. PAIA Compliance and the Role of the Information Officer.
5. The Integrated PAIA/POPIA Manual Content.

Module 4 - Assembling Your Financial Dream Team:

Small-medium-sized enterprises (SMEs) often rely on a handful of finance professionals to keep the business compliant, profitable, and ready for growth. This module explains the distinct roles of a bookkeeper, an accountant, and a tax practitioner, tells you when each is needed, and shows how to manage those relationships for maximum value.

1. Bookkeeper, Accountant, Tax practitioner - what's the difference?
2. When do you hire the professional, and why.
3. Managing a relationship with your professional.

Module 5 - Reading the Story of Your Business:

The objective of financial statements of SMEs is to provide information about the financial position, performance and cash flows of the entity that will be useful for economic decision-making by a broad range of users.

1. Financial Reporting: IFRS for SMEs.
2. Financial Statements: Utilizing Financial Statements as Diagnostic Instruments.
3. Identifying KPIs That truly Matter for Your Business.
4. How Banks & Investors Analyse Your Financial Statements.

Module 6 - Proactive Financial Management & Strategy:

This module empowers business owners to take control of their company’s financial future by adopting proactive management strategies. You’ll learn how to plan ahead with effective budgeting and cash flow forecasting, set profitable prices, manage debt wisely, prepare for funding, and leverage practical tools and software to simplify and strengthen your financial operations.

1. Budgeting and Cashflow Forecasting.
2. Effective Price Strategies to ennsure profitability.
3. Managing Debt and Preparing Your Business for Funding Applications.
4. Salt2Success App and Software to Simplify Financial Management.