Overview  

Enhancing firm profitability demands a strategic approach to both financial and operational performance. In this webinar, you’ll learn how to assess your firm’s profitability using practical templates, identify hidden revenue opportunities and track key financial and non-financial metrics.  

Some of the areas to be covered include:  

• Key drivers of firm profitability. 

• Pricing models. 

• Resource allocation. 

• Efficiency improvements.  

Join Lornelle Jonas on 20 May 2025 from 10h00 to 12h00 as she gives you access to tools and strategies that can be implemented immediately to improve your firm's financial sustainability and long-term growth. 

Learning objectives  

Attending this webinar will equip you with the following skills: 

• Learn how to accurately assess your firm's profitability using an easy-to-apply template that gives real clarity on your financial position. 

• Discover new revenue opportunities you may be overlooking and how to tap into them to boost your bottom line. 

• Master the key financial and non-financial metrics every profitable firm tracks and how to use them to make smarter decisions. 

• Understand the real drivers behind firm profitability and how small changes can lead to major improvements. 

• Get access to practical tools and proven strategies you can immediately implement to make your firm more profitable and sustainable.   

Content 

The webinar will cover the following topics:  

• Financial Health Assessment for Accounting Firms  

  • Profitability Analysis: Understanding your firm’s financial baseline 

  • Using a Firm Profitability Assessment Template 

  • Identifying Revenue Leakage and Cost Centres 

• Revenue Diversification Strategies 

  • Identifying New Revenue Streams  

  • Advisory Services and Value-Added Offering 

  • Productisation of Services: How to Create Scalable Solutions 

• Key Metrics for Financial Performance Measurement  

  • Financial Metrics:  

    • Gross Profit Margin 

    • Net Profit Margin 

    • Average Revenue per Client 

    • Client Acquisition Cost (CAC) and Lifetime Value (LTV) 

• Non-Financial Metrics: 

  • Client Retention Rate 

  • Staff Utilisation Rate  

  • Client Satisfaction Scores (NPS – Net Promoter Score) 

• Profitability Drivers in Accounting Firms 

  • Efficiency Metrics: Billable Hours vs Non-Billable Hours  

  • Pricing Strategies and Value-Based Pricing Models 

  • Resource Allocation and Capacity Management 

  • Client Segmentation and Portfolio Optimisation 

• Leveraging Technology and Tools to Drive Profitability  

  • Workflow Automation and Process Optimisation 

  • Cloud Accounting Platforms and Financial Reporting Tools 

  • Data Analytics for Performance Improvement 

  • Using KPI Dashboards to Track Progress and Forecast Growth 

• Practical Implementation and Action Planning  

  • Setting Profitability Targets and Benchmarks 

  • Implementing a Continuous Improvement Cycle (Plan-Do-Review) 

  • Immediate Steps to Take After the Webinar to Boost Firm Profitability 

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  

Lornelle Jonas AGA (SA)  

Lornelle Jonas AGA (SA) is the founder and CEO of E'lique Advisory, a global professional services firm specialising in accounting, tax and advisory services. With over 12 years of experience, Lornelle is known for her tech-driven approach, helping businesses leverage cloud-based solutions to drive growth and sustainability.  

A trailblazer and pioneer in the accounting profession, her transformational leadership has earned her multiple accolades, including the Africa Entrepreneur of the Year and Africa Emerging CEO of the Year awards. Lornelle also made history as the first black female-owned Xero platinum partner in South Africa and has been named one of the 100 most influential young Africans of 2025. 

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. 

• Management accountants. 

• Accounting officers. 

• Independent reviewers. 

• Registered auditors. 

• Compilers. 

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]