Capacity Development: Project Management

Overview

Most practices are not short of work. They are short of hours at the wrong times. Filing season, provisional tax deadlines and year-end financials land on the same small team, and the result is late nights, rushed reviews and clients chasing for updates. The work itself is rarely the problem. The way it is scoped, planned, resourced and tracked usually is. 

This webinar shows accountants and tax practitioners how to apply practical project management to everyday client work. Bernice Houy walks through how to scope engagements properly, plan work back from statutory deadlines, match workload to the real capacity of the team, and spot jobs that are slipping while there is still time to act. Attendees leave with a clear way to run each engagement as a project and a plan to grow the capacity of their practice and their people, so busy periods are planned for rather than survived. 

Webinar Content

• Client work as projects: treating recurring compliance and advisory work as projects with a defined scope, timeline and owner 
• Scoping the engagement: defining deliverables, information requirements and responsibilities upfront, and managing scope creep 
• Planning back from deadlines: breaking work into stages, mapping dependencies such as outstanding client information, and setting internal due dates ahead of SARS and CIPC deadlines 
• Capacity planning: measuring available hours against workload across the year, planning for peak periods and removing review bottlenecks 
• Delegation and team development: matching tasks to skill levels, building capability in junior staffand growing the team’s capacity over time 
• Tracking progress: work-in-progress visibility, early warning signs and short, effective team check-ins 
• Managing risk and change: client delays, staffabsence and communicating revised timelines to clients 
• Systems and automation: using templates, recurring workflows, reminders and dashboards to make project management repeatable 
• Closing out and improving: post-engagement and post-season reviews that feed into next year’s plan 

Competencies Developed

• Planning and organising client engagements and practice workloads 
• Capacity and resource management 
• Delegation, supervision and developing team members 
• Time and deadline management in a compliance environment 
• Identifying and managing engagement-level risk 
• Client communication and expectation management 
• Using technology and systems to improve efficiency and quality 
• Continuous improvement and reflective practice 

Presenter

Bernice Houy - Founder & CEO, Fintura

Bernice is a South African accountant, tech entrepreneur, and the founder of Fintura, a fintech platform modernizing daily accounting workflows. With over 12 years of hands-on professional experience , Bernice transitioned from running a Top Women-certified accounting practice to scaling fintech solutions on the global stage. She is the 2025 South African Champion of the Startup World Cup and a global startup mentor , recognized for her deep industry expertise and vocal advocacy for women in finance.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 1 hour of Tax CPD.

Event Investment

Free for Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

• Regular price: R230.00
• Group booking discounts available when you register for a group.

Payments & Cancellations

• All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
• Kindly note that should payment not be received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration, if payment does not reflect on Tax Faculty's bank account.
• Cancellations:
  • Only written notice of cancellation will be recognized.
  • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• Tax Faculty`s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.