Overview     

The accounting profession has experienced major environmental changes and traditional theories of strategy predict that firms need to adapt to their external environment. This requires that firms continually evaluate and re-align their organisational capabilities in order to ensure long-term survival.  

The only way that small firms can achieve this is by having access to market data. The SA Accounting Academy’s Management of an Accounting Practice (MAP) Survey, now in its third iteration, is the only survey of its kind that provides an in-depth analysis of how small and medium accounting firms are managed in South Africa. This survey’s results provide answers to some of the most pressing questions asked by practitioners:  

• What is the best method to obtain new clients?  

• What are the average fees charged for typical services?  

• What are benchmark staff costs?  

• Are there technology trends that practice owners need to be aware of?  

• What are the best client management techniques?   

Join Caryn Maitland CA(SA), Earl Steyn CBA(SA) and Paul De Vantier for this free webinar on 9 June 2022 from 2:00 p.m. to 4:00 p.m. as they present our MAP Survey results and show you how you can use this as a benchmark upon which you can compare and improve your performance and service delivery.  

Learning objectives  & competencies developed 

   By attending this webinar you will develop the following competencies:   

• Appreciate the accounting environment and be aware of prevailing client management techniques in use by your peers.  

• Have factual data that compares practice management in different firms and use this to benchmark own performance. 

• Adapt to changing practices in the accounting environment in alignment with organisational goals and objectives.  

• Use this market data to create an innovative, viable solution to sustain your firm's long-term growth and survival. 

• Ability to make use of the best client management techniques available.  

Content   

   The webinar will cover the following topics:   

• Objectives of the MAP Survey. 

• Overview and background to MAP Survey. 

• Survey methodology. 

• MAP Survey 2021 Results:  

  • Business operations. 

  • Practice turnover. 

  • Software used. 

  • Billing methods and fees. 

  • Staffing. 

  • Success factors. 

  • Impact of COVID-19. 

• Future outlook and the need to adapt. 

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, SAIBA, SAICA and SAIPA. 

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

About the presenters  

Caryn Maitland CA(SA) 

Caryn is a Chartered Accountant (SA). She has been a member of IRBA as a registered auditor and accountant since 2002 and is also a registered member of SAICA.  

Caryn has lectured Auditing and Accounting at various institutions and has conducted independent workshops and seminars for professional accountants since 2006 on various topics. She has presented on the national tour for the annual Legislation Update with ProBeta Training (Pty) Ltd in 2014 and 2015, as well as on the FASSET national tour for the Tax Administration Act in 2014.  Caryn is also involved with the annual SAICA SMP Technical tour. 

Paul De Vantier 

Paul De Vantier founded a research business called KA SMART in 2002.  The company merged with Response Group Trendline (RGT) and listed by way of private placement on JSE in 2010.  The company was subsequently purchased by the Lightstone Group, renamed Lightstone Consumer and de-listed in July 2013. 

Paul has been involved in the Market Research and Marketing Consulting business for almost 30 years. Paul’s experience base and expertise span a variety of industries including Automotive, Banking, Government, Component and Retail.  Positive outcomes of many projects with blue chip clients has resulted in enduring relationships and growth. 

Earl Steyn CBA(SA) 

Earl Steyn is the founder and CEO of Draftworx™ - a fully integrated, automated drafting and working paper suite that guarantees full compliance with accounting and auditing standards as well as requirements of the CIPC and SARS.  

Earl is a qualified CBA(SA) with more than ten years post articles experience in the accounting profession. He is also an expert in iXBRL, a digital reporting system that is used by the CIPC.   

Who should attend?   

  The following persons will benefit from attending this webinar:   

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

• Company secretaries. 

• Registered auditors. 

• Accounting officers. 

• Trainee accountants. 

Price               

• 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;  

• Detailed course material; 

• Source documents for reference/resource library; and   

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