Overview
Running a small tax practice comes with unique challenges—from managing client relationships and staying compliant with tax regulations to ensuring operational efficiency and scaling sustainably. This webinar is designed to equip small tax practitioners with practical, actionable strategies to build and grow a thriving tax practice.
Webinar Content
- Effective Client Management – Strategies to attract, retain, and communicate with clients efficiently.
- Operational Best Practices – How to streamline workflows, leverage technology, and automate processes for efficiency.
- Pricing & Revenue Models – Structuring fees for profitability while maintaining competitive pricing.
- Compliance & Risk Management – Staying ahead of regulatory changes and managing compliance risks.
- Scaling Strategies – How to grow your tax practice without burnout.
Competences developed
- Business strategy and operational planning for tax practitioners
- Client relationship management and retention strategies
- Financial sustainability and pricing structures
- Compliance and ethical practice management
- Technology adoption and efficiency improvements
Presenter
Marita Jordaan
Senior Practical Lecturer at The Tax Faculty with 15+ years of tax experience across various industries. A Chartered Tax Advisor (SA) with a Master's in International and South African Taxation and nearing completion of a Master's in Leadership Coaching. Passionate about integrating digital tools into teaching, fostering holistic student development, and preparing future tax professionals through practical expertise and coaching.
CPD
Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hours of Tax CPD.
Event Investment
Free for Tax Technician, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.
- Regular price: R460.00
- SAIT member special discounted rate: R368.00
- 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.