Overview   

This webinar highlights the transformative power of leveraging efficient practice management systems. We will explore the significant positive impacts these systems bring, categorized into three key areas: automation, integration, and scalability. 

Discover how these advancements benefit your accounting practice by driving improved operational efficiency, enhancing accuracy, and freeing up valuable time. This shift allows you to focus more on delivering value-added client activities and less on routine, mundane tasks, paving the way for a more productive and successful practice. 

Join Constance Kawelenga CA(SA) on 13 February 2025 from 10:00 a.m. to 12:00 p.m. to explore how efficient systems can enhance accuracy, save time, and streamline your accounting practice. 

Learning objectives  

By attending this webinar, you will gain the following competencies: 

• Learn the key elements of efficient practice management. 

• Understand practical tools that enhance operational efficiency.  

• Obtain strategies for identifying and documenting routine tasks suitable for automation to minimise time spent on non-recoverable activities.  

• Learn tips for rolling out and activating your practice’s automation strategy effectively. 

• Understand how to bring your team along on the journey by leveraging CRM systems, team management platforms, and secure document sharing solutions. 

Content  

The webinar will cover the following topics:  

• An outline of Practice Management Systems 

  • Definition and purpose of practice management systems in accounting. 

  • Key metrics to assess the effectiveness of your current system (KPIs like WIP tracking, realization rates, and staff efficiency). 

• What are the Core Components of Efficient Practice Management 

Workflow Automation: 

• Integrating document capture tools. 

• Automated reconciliation and bookkeeping. 

• Client Relationship Management (CRM): 

  • Managing client lifecycles with efficient tools 

  • Centralized communication systems for client queries. 

• Document Management Systems (DMS): 

  • Secure cloud platforms for document sharing and storage. 

• Billing and Invoicing Systems: 

  • Integration of invoicing and payment gateways. 

  • Tracking of billable hours. 

•  Team Collaboration and Project Management: 

  • Task allocation and monitoring with efficient platforms. 

  • Cloud-based collaboration. 

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA.   

All attendees are issued with a CPD certificate available in an online profile.   

About the presenter 

Constance Kawelenga CA(SA) 

Constance Kawelenga is a chartered accountant with a broad proficiency in finance, taxation and auditing. She has attained a diverse range of experience - from Big 4 audit experience, commercial multinational exposure, to running an audit and consulting boutique over the past 8 years.  

In 2013, Constance founded the Zuva Group of entities, focusing on audit, financial management, taxation, secretarial, business mentorship as well as business valuations.   

Who should attend? 

The following persons will benefit from attending this webinar: 

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

• Accounting officers. 

• Financial analysts. 

• Bookkeepers. 

• Trainee accountants. 

Price             

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R337 per person (up to 5 users) 

• Group Price 2 - From R260 per person (up to 10 users)

• Group Price 3 - From R224 per person (over 11 users)

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

Corporate training solutions 

At SA Accounting Academy, we recognise the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience. 

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritise hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios. 

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organisational goals. 

Contact us 

Have any questions or need any assistance? Contact us today! 

• Online chat through our website. 

• WhatsApp: Start chatting (+27635026114) 

• Phone: 010 593 0466 

• E-mail: [email protected]