Overview   

Many accounting practices excel at providing exceptional financial guidance to clients but often fail to apply the same rigour to their own internal operations. Yet, effective financial planning is the cornerstone of long-term profitability and strategic growth. 

This webinar will equip partners, managers and finance leaders with practical strategies, metrics, actionable dashboards and tools to enhance firm performance through structured financial planning. 

Join Constance Kawelenga CA(SA) on 19 November 2025, from 10h00 to 12h00, as she guides accounting professionals through proven financial management strategies designed to strengthen and grow their accounting practices. 

Learning objectives  

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

• Understand why effective financial planning is essential to firm growth and sustainability. 

• Apply practical tools to develop key financial dashboards and performance metrics. 

• Design and implement robust forecasting and cash flow management systems. 

• Develop profitable and sustainable pricing strategies. 

• Create a 90-day financial transformation action plan to implement the tools and strategies discussed during the session. 

Content  

The webinar will cover the following topics:  

1. Why Financial Planning Matters for Your Firm:  

• Understanding the unique financial dynamics of accounting firms  

  • Revenue patterns: cyclical nature, concentration risk, realisation rates  

  • People-centric cost structures and their effect on profitability  

  • Common financial blind spots in professional service firms  

• The cost of not planning  

  • Cash flow crises and partner disputes  

  • Inability to invest in technology or growth  

  • Missed strategic opportunities and reduced resilience  

2. Developing Your Firm’s Key Financial Dashboard / Metrics: 

• The Essential KPI Framework 

  • Revenue Health Indicators  

  • Profitability Indicators  

  • Productivity Indicators  

  • Client Health Indicators  

• Industry Benchmarks and Performance Measurement  

  • Benchmarking by firm size  

  • Sources of reliable industry data  

  • The value and limitation of benchmarking  

• Building Your Monthly Financial Review Process  

  • Monthly vs. quarterly vs. annual reviews  

  • Who should participate and what to track  

  • Creating dashboards that drive action  

3. Developing Rolling Financial Forecasts and Cash Flow Management Systems  

• Beyond the Annual Budget — Rolling Forecasts  

  • Implementing 12-month rolling forecasts  

  • Scenario planning and seasonal adjustments  

  • Selecting appropriate forecasting tools and templates  

• Revenue Forecasting Approaches  

  • Client-based projection methodology  

  • Modelling recurring and project-based revenue  

  • Planning for client turnover and new acquisitions  

• Cash Flow Management Strategies  

  • Understanding the cash conversion cycle  

  • Managing WIP and billing frequency  

  • Building strategic reserves and accelerating collections  

4. Pricing and Profitability  

• Service Line Profitability Analysis  

  • Calculating the true cost per service  

  • Allocating overhead accurately  

  • Deciding which services to grow, improve, or discontinue  

• Pricing Strategy Evolution  

  • Hourly billing, fixed-fee, and value-based pricing  

  • Subscription models and the recurring revenue advantage  

  • Transitioning clients and communicating price changes  

  • Pricing psychology and positioning  

5. Your 90-Day Financial Transformation Action Plan  

• Days 1–30: Foundation Building  

  • Set up KPI tracking and profitability analysis  

  • Establish regular financial review meetings  

• Days 31–60: Strategy Implementation  

  • Build your rolling forecast  

  • Develop cash reserve plans and test new pricing  

• Days 61–90: Momentum and Refinement  

  • Review KPI trends and adjust forecasts  

  • Prepare next quarter investment and strategy updates  

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. 

• Practice managers. 

• Practising bookkeepers. 

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]