Blog
Practical articles on running an accounting practice in South Africa. Workflow, deadlines, capacity, pricing and software, written by the people who live with the problem.
Workflow6 min readWhy WhatsApp is running your practice, and what it is costing you
Client instructions arrive on WhatsApp and disappear into a chat nobody else can see. Here is what that is actually costing your firm, and what to do about it.
People5 min readWhat happens to your practice when a senior leaves
When a senior resigns, everything they knew about what is next on their clients walks out the door with them. Here is why, and how to stop it.
Capacity7 min readHow to tell if your practice is over capacity before someone resigns
You cannot tell whether someone is drowning or coasting until they tell you. Capacity planning replaces guesswork with evidence.
Software6 min readWhat practice management software actually does, and what it does not
Compliance software files returns. It was never built to run a practice. Here is the difference, and why it matters.
Deadlines5 min readThe real cost of a missed SARS deadline in a small practice
You find out about the missed submission when the client phones. The cost is not just the penalty. It is the trust.
Pricing6 min readPer user, per client, per practice: how accounting software pricing works
Most practice software charges per user or by client count. Both make you think twice about growing. There is a better model.
Clients7 min readHow to structure client groups so your systems match reality
Groups, trusts, companies, individuals, directors and the relationships between them, modelled properly. No flat list of names.
Dashboard6 min readThe five numbers every practice owner should be able to see today
Throughput, capacity, deadline risk, pipeline and client concentration. The questions you answer by instinct, answered by data.
Software8 min readPractice management software in South Africa: what is available and who it is for
An honest look at the category in South Africa, what exists, where the gaps are, and what a practice should actually be looking for.
Comparison8 min readXero Practice Manager versus local alternatives, honestly compared
An honest comparison of Xero Practice Manager against locally built South African alternatives, and where each one fits.
Migration7 min readHow to move your practice onto new software without losing February
February is the worst time to move software, which is why everyone tries to. Here is how to migrate without it costing you a filing season.
Capacity8 min readCapacity planning for accounting firms, a practical method
A practical, step by step method for capacity planning in an accounting firm that does not require a spreadsheet you will abandon in a month.