Practice Resources

Practice Management Documents & Links

DocumentDownload Link
How to increase your client retention and your clients lifetime valueAccess Here
Checklist for practitionersAccess Here
3 Tools to turn an over-reliant, under-performing team into a highly motivated, self-reliant teamAccess Here
Financial Ratio Toolkit 2018Access Here
Practice Continuation AgreementAccess Here
Tomorrow’s Firm - Think Big, Think AdvisoryAccess Here
The Future of Small Practices & Service OfferingsAccess Here


Marketing Products

Free Marketing MaterialAccess Here
SMP Marketing ProductsAccess Here

Marketing Webinars

Click2StartAccess Here

Starting in Practice

DocumentDownload Link
Starting in Practice GuideAccess Here
New 2021 Practice registration FormAccess Here
SAICA SMP Software Guide 2018Access Here

Succession Planning Resources

DocumentDownload Link
2014 GAA Succession Planning ResultsAccess Here
GAA White Paper on 2014 Succession Planning Survey ReportAccess Here
Link to GAA video on Succession Planning Survey ResultsAccess Here
ASA SAICA Article on Succession PlanningAccess Here
When should you and your practice start to plan your succession?Access Here


DocumentDownload Link
Tools that can assist in running your BusinessAccess Here
SAICA Software Guide for PractitionersAccess Here
Social Media GuidelineAccess Here

Practitioner Tools

IFACDownload Link
IFAC Guide to practice management for small and medium practicesAccess Here
IFAC research report demonstrates positive association between business performance and use of accountantsAccess Here
IFAC 2020 brochure for SMP’s: Choosing the right serviceAccess Here
2018 IFAC Clobal SMP SurveyAccess Here
Products & ServicesDownload Link
Click2StartAccess Here
Seminars & EventsAccess Here

Research Reports

DocumentDownload Link
2020 SMME Understanding the landscape Access Here
2016 SMME Insight ReportAccess Here
2015 SMME Insight ReportAccess Here
2014 SMME Insight ReportAccess Here

More Resources