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.
Why 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.
What 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.
How 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.
What 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.
The 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.
Per 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.
How 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.
The 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.
Practice 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.
Xero 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.
How 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.
Capacity 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.