Client Acquisition Strategies: Leveraging Referrals and Word-of-Mouth


Date: Sep 22, 2026

CPD hours: 1 Hour

Time: 09:00 - 10:00

Event Type: Webinar

Presenter: Reece Bailey

Reece brings extensive experience in business development, B2B sales, and technology-driven industries. His expertise spans revenue growth, digital transformation, automation, and the evolving role of AI and integrated platforms in streamlining accounting and finance operations.

Overview

Reece brings hands-on experience across revenue growth, business development, and the intersection of technology and operations. With a background spanning recruitment for specialist sectors like IoT, smart buildings, and sustainability, he has a strong grasp of how organisations identify and build high-performing teams in fast-moving industries.

His work in tech-driven sectors gives him practical insight into digital transformation, automation, and the operational challenges businesses face when scaling. More recently, his focus has shifted to how AI and integrated software platforms are reshaping the way accounting firms and finance teams work, particularly around reducing tool fragmentation and streamlining compliance and practice management.

He also has experience in B2B sales and client communication, having worked in roles that required translating complex service offerings into clear business value for decision-makers across a wide range of industries.


Webinar Content

  • AI and automation in accounting and finance
  • Digital transformation for SMEs and professional service firms
  • Revenue strategy and business growth
  • Talent and team building in specialised industries
  • B2B sales, client communication, and stakeholder engagement

Competencies Development

  • AI & Automation in Accounting and Finance
  • Digital Transformation & Technology Adoption
  • Revenue Growth & Business Development
  • B2B Sales & Client Relationship Management
  • Business Strategy & Growth Planning
  • SME & Professional Services Transformation
  • Practice Management & Operational Efficiency
  • Process Automation & Workflow Optimisation
  • Talent Acquisition & Team Building
  • Specialist Recruitment & Workforce Strategy
  • Stakeholder Engagement & Communication
  • Technology-Driven Business Solutions
  • Scaling & Operational Strategy
  • Strategic Partnerships & Business Development
  • Client-Centric Value Proposition Development

Presenter

Reece Bailey - CRO & Co-Founder, Fintura

Reece Bailey is a seasoned B2B sales, marketing and business growth professional with more than a decade of experience helping businesses build strong relationships, drive revenue and scale sustainably.

As Chief Revenue Officer and Co-Founder of Fintura, Reece leads sales, marketing and partnership development, with a particular focus on expanding Fintura’s reach across South Africa’s accounting landscape.

Passionate about helping accounting firm owners grow their practices, Reece regularly shares practical insights, strategies and free tips to help accountants attract clients, improve their businesses and scale with confidence.

Through Fintura, he is helping modernise the way accounting practices operate. Fintura is an all-in-one accounting platform that brings practice management, compliance and tax automation together in a single platform, helping accounting professionals streamline their operations and focus on growth.

Reece combines a strong commercial mindset with a genuine passion for supporting the accounting profession and creating meaningful, long-term relationships.


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 Technican, 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.

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