Streamline Accounting Workflows with new Technologies September 2024

Available from

27 September, 2024

CPD

3

Course Category:

Practice Management

Level:

Moderate

The purpose of this webinar is to empower accounting professionals with the knowledge and tools to streamline their workflows through the adoption of new technologies, enhancing efficiency, accuracy, and overall productivity. September 2024

 

Category: Practice Management.

R 375 VAT Incl.

Product Information

What you will learn

Attending this webinar will equip you with the following skills:

  • Develop the skills to create a comprehensive strategic plan that effectively positions your accounting practice for sustainable growth and expansion.
  • Learn to critically assess your business processes, identify areas for improvement, and implement strategies to enhance efficiency and profitability.
  • Gain a deep understanding of the principles of scaling a business and the importance of robust systems, while exploring how technology drives success in both areas.
  • Acquire the knowledge to design and implement systems that streamline operations, ensure consistency, and enable your business to scale effectively.
  • Know how to evaluate, select, and integrate the most suitable technological tools to support your business goals, optimise workflows, and drive growth.

 

Description

In today’s fast-paced business environment, technology is a crucial driver of growth, particularly for accounting practices. This webinar highlights the pivotal role technology plays in scaling your business, whether it’s increasing revenue, expanding your team, entering new markets, enhancing client relationships, boosting operational efficiency, or improving profitability.

Successful business expansion hinges on the implementation of robust systems and processes. In this session, we’ll explore how technology integrates into these systems to deliver efficiency, consistency, and scalability.

 

Price

The following pricing apply:

Adhoc: R375.00

Subscription: Included for free in Accountant in Practice, Accountant in Practice plus Tax.

 

Content

The webinar will cover the following topics: 

      • The role of technology in scaling 
      • Explaining scaling and systems 
        • Defining scaling 
        • The E-Myth approach 
      • Strategic planning for expansion 
        • Identifying key roles and systems 
        • Role of CRM, practice management, and accounting software 
      • Diagnosing and optimizing your business 
        • E-Myth diagnostic 
        • Optimising existing accounting software 
        • Maximising audit software utilisation 
        • Integration of AI-enabled software 
        • Using AI tools like ChatGPT 
      • Systemizing your accounting business 
        • Steps to systemisation 
        • Documenting and tracking processes 
      • Selecting and implementing technology 
        • Choosing the right software 
        • Strategising technology integration 

 

Certificate

The following CPD is awarded 3 Units Practice Management.

 

Requirements

There are no preconditions for this course.
Moderate level.
Recorded webinar made available on a specified date.

 

Presenter

Constance Kawelenga CA(SA)

Constance Kawelenga is a chartered accountant with a broad proficiency in finance, taxation and auditing. She has attained a diverse range of experience – from Big 4 audit experience, commercial multinational exposure, to running an audit and consulting boutique over the past 8 years. 

In 2013, Constance founded the Zuva Group of entities, focusing on audit, financial management, taxation, secretarial, business mentorship as well as business valuations.  

 

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