The Proactive Business Coach – A 10 Part Online Self-Paced Course

$500.00 excl. GST

As experienced business professionals, you have access to lots of resources and a proven set of systems and tools that gives clients the information they need to grow their business. However, for accountants to really succeed in the advisory world, they need to do more than provide information. They need to assist and guide their business clients in the implementation process.

Description

 

Topic The Proactive Business Coach

  Learn how to really engage with business clients in a coaching capacity.

Platform Self-paced online course for individuals
Number of learning modules 10
Recommended pace 1 module per week
CPD hours 12
Content Recorded presentations (45 min)
Powerpoint notes and slideshow
Assessment tasks and quizes
Availability 12 months following registration
Reporting Manager access to reports on registrant progress at any time

 

Course fee:

Earlybird fee Standard fee
Not available at this time AU$500 + GST per individual

 

Click here to download course brochure Click “Add to Cart” above to register

Course outline

As experienced business professionals, you have access to lots of resources and a proven set of systems and tools that gives clients the information they need to grow their business.

However, for accountants to really succeed in the advisory world, they need to do more than provide information. They need to assist and guide their business clients in the implementation process.

In this program, we’ll take you through a step by step process to really engage with business clients in an ongoing advisory and coaching process.

We’ll show you how to use technology and soft skills together in a way that adds value well beyond traditional accounting and tax work.

Course modules – View brochure 

  1. Understand the principles of financial analysis for accountant-analysts
  2. Assess business performance and opportunities – a simple review process
  3. Understand the principles of active listening for accountants
  4. Engage your business clients in discussing their issues and needs
  5. Show your business clients how you can help them with a strong proposal
  6. Provide a service agreement that explains what you will do and how you will do it
  7. Develop internal systems and processes for leverage of coaching services
  8. Use business advisory software and tools to engage with clients
  9. Provide realistic KPIs and milestones to guide the coaching process
  10. Address client issues and roadblocks in a productive way

Who should attend?

This program is suitable for:

  • Client managers and partners who want to work more closely with business clients
  • Accountants and administrators who help to manage client relationships
  • Accounting firms that want to move beyond compliance towards a focus on advice

Further information is available within the supporting brochure

 

Click here to download course brochure Click “Add to Cart” above to register

 

Dale Crosby

Dale Crosby

Dale is passionate about helping the people of accounting and advisory firms use technology to really engage with their clients and their colleagues.
Dale Crosby

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