Overview
Most small and mid-sized practices are built around the technical capability of one or two partners and directors. The technical work is done well, but the practice runs on long hours, on knowledge held by a few people, and on time absorbed by SARS correspondence, verifications and regulatory administration that cannot be billed.
Time, capacity, staff or internal systems, and efficient practice management systems are important to practice growth.
This webinar applies the South African Excellence Model, developed locally in 1997 from the Malcolm Baldrige and EFQM excellence models, to practices of ten people or less. The model separates what an excellent practice does (the enablers) from the evidence that it is working (the results). Each area is translated into the decisions a partner and director controls: where capacity is lost, which recurring work must be standardised, how review and quality are assured, how client information is protected, and which measures show whether the changes are working.
Webinar Content
- What organisational excellence means for a practice of up to ten people, and why technical capability alone does not produce a well-run practice
- The South African Excellence Model: its six enablers and five results, and how the model’s weighting points to processes, client satisfaction and business results
- Leadership where the principal is also the senior producer: delegation, review standards and succession
- Client retention: service standards, engagement scope, turnaround commitments and managing client expectations of SARS
- People and capacity: clear roles, accountability, capacity planning, developing juniors, and the use of contractors, outsourced providers and professional partnerships where recruitment is not viable
- Processes and quality: standardising the recurring compliance cycle (SARS correspondence and verifications, provisional tax and the filing season) through SOPs and checklists, and the principles of ISQM 1 for practices performing audits, independent reviews or compilation engagements
- Information management: protecting client data under POPIA, cybersecurity, and recording practice knowledge so that it does not reside with one person
- Systems and automation: what practice management software, automation and generative AI can and cannot resolve, and how to assess any system against the practice’s own processes
- Measuring results and sustaining improvement: client and staff retention, realisation, work in progress and debtors days, and the Plan-Do-Check-Act cycle
Competencies Developed
- Strategic thinking and planning
- Leadership and people management
- Process analysis and improvement
- Using technology and automation to strengthen practice operations
- Quality management and risk awareness
- Performance measurement and data-informed decision-making
- Client service and relationship management
- Ethical and socially responsible practice management
- Managing change within a professional 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.
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 2 hours 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: R460.00
- 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.
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- 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.
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