Financial Management for Accountants in Practice
Get your own numbers working as hard as you do. This session gives practice owners and partners the tools to run their firm like a business and not just a service.
3 CPD units September 8, 2025
What will set you apart
By completing this course you will gain the following competencies
- By attending this webinar you will gain the following competencies
- ✅ Track and interpret your practice’s financial performance with confidence
- ✅ Use real financial data to set pricing, manage costs, and grow sustainably
- ✅ Avoid the most common cash flow and tax planning mistakes
- ✅ Build internal dashboards and reports that actually help you make decisions
- ✅ Develop financial habits that keep your firm profitable all year round
Event breakdown
- Why most practices struggle financially (and how to avoid the trap)
- Tracking what matters: income, costs, and profitability
- Practical cash flow management for small firms
- Pricing strategies that reflect value and effort
- Financial dashboards and KPIs for decision-making
- Tax planning throughout the year—not just at deadline time
- Using management accounts in your own business
- Common financial blind spots in small practices
- Building repeatable habits for financial discipline
- How to turn your financial discipline into a selling point for clients
Category: Practice ManagementType: CPD CourseCPD category: Practice Management
Description
Most accountants help clients manage their money but don’t always do the same for their own practice. This session flips the lens. We’ll show you how to treat your practice like a business: with budgets, performance tracking, profit planning, and smart pricing. You’ll learn practical tools to monitor financial health, avoid tax and cash flow headaches, and make better decisions with your own data. Whether you’re a solo practitioner or run a growing team, these skills will help you stay in control, stay profitable, and build the kind of firm clients trust and pay well.
You will earn a certificate
On successful completion you will receive a certificate for 3 CPD units in Practice Management.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser