Practice Management Strategies for Small Tax Practices


Duration: 2 Hours

Price: R195.00

Video Type: Single

Presenter: Marita Jordaan

Corporate Tax

Corporate Tax
...

Practice Management Strategies for Small Tax Practices

Duration: 2 hours

Price: R195.00


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Title / Topic

Practice Management Strategies for Small Tax Practices

Presenters : Marita Jordaan


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 video is designed to equip small tax practitioners with practical, actionable strategies to build and grow a thriving tax practice.


Video 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

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