Overview   

Company secretarial falls outside the scope of typical accounting services. However, business owners trust finance professionals to know what is best when it comes to managing company records. For most, this is a service that is grudgingly offered, wracking up high fees for the client and hours of menial administration for the professional.  

With InfoDocs, you can turn the tide on company secretarial services. Easy onboarding, seamless integrations and accurate record-keeping enable you to offer this service on a retainer-based model that meets your client’s needs, year after year. Your clients pay you for peace of mind, and you earn a monthly income for a service that takes minimal time and effort to execute. 

Join Christie Hollander, Company Secretary at InfoDocs, on 18 February 2021 from 10:00 a.m. to 12:00 p.m. as she shows you how to generate recurring revenue from company secretarial services. 

Learning objectives  

  By the end of this webinar the attendee will: 

• Understand the main company secretarial requirements according to the Companies Act; 

• Understand the different business models behind company secretarial services; 

• Understand the benefits of cloud-based technology and integrations; 

• Learn how to sell company secretarial services as a subscription package; 

• Learn how to use automations to help them do more work in less time; and 

• Learn how to manage company secretarial requirements more efficiently. 

Content 

  The webinar will cover the following topics:  

• Shifting the mentality: ad hoc vs annual compliance. 

• Expanding service offering -  one size fits. 

• The pain-points uncovered: 

  • Onboarding a client.  

  • Software fees. 

  • How do I work out my rates? 

  • How do I convince my client? 

Obtaining your CPD certificate 

This webinar is free and does not qualify you for CPD hours.  

 About the presenter 

Christie Hollander 

Christie Hollander is a self-taught company secretary with experience at one of South Africa's top cloud accounting firms. As the head of business development at InfoDocs, she knows what it takes to upkeep the company secretarial requirements of a large portfolio of clientele. At InfoDocs she is involved in advocacy for compliance at the SME level and introducing the business owner to InfoDocs to reduce the time, effort, and money it takes to keep compliant. 

Who should attend? 

  The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA); 

• Company secretaries;  

• Trainees performing company secretarial duties. 

 Price 

This webinar is free. 

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: 

• 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.