Efficient practice management systems


CPD hours: 2 Hours

Price: R450.00

Video Type: Single

Presenter: Lornelle Jonas
AGA (SA)

Client relationship management

Client relationship management
...

Efficient practice management systems

CPD Hours: 2

Price: R450.00


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Title / Topic

Efficient practice management systems

Presenters : Lornelle Jonas


Overview   

Unlock the full potential of your accounting practice by leveraging efficient practice management systems. In this webinar, we will explore the transformative benefits of automation, integration and scalability. You will learn how these systems can:  

  • Enhance operational efficiency. 

  • Improve accuracy. 

  • Free up valuable time. 

By minimising routine, repetitive tasks, you can focus more on high-value client services, driving productivity and long-term success. 

Join Lornelle Jonas AGA (SA) and discover practical strategies to boost 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. 

  • Obtain practical insights into tools that enhance operational efficiency. 

  • Understand how to identify and document routine tasks for automation to minimise time spent on non-recoverable activities. 

  • Gain valuable tips on implementing and activating your practice’s automation strategy. 

  • Learn how to engage your team in the automation journey using CRM systems, team management platforms and secure document sharing. 


Content  

The webinar will cover the following topics:  

  • Strategy for Your Cloud Accounting Practice. 

  • Technology & App Stack. 

    • Selecting the right software. 

    • Integrating automation tools. 

  • Pricing Models & Revenue Strategies 

    • Hourly billing vs. subscription-based pricing. 

    • Value-based pricing for cloud services. 

  • Branding & Marketing for Cloud Practices. 

    • Digital marketing strategies. 

    • Leveraging social media and content marketing. 

    • Building a strong online presence and client trust. 

    • Networking and strategic partnerships. 

  • Talent Acquisition & Practice Management. 

    • Upskilling teams.  

    • Implementing practice management software. 

  • Scaling & Global Expansion. 

    • Strategies for entering international markets. 

    • Compliance and regulatory considerations for global clients. 

    • Leveraging technology for seamless global service delivery. 

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