The Proactive Accountant

$800.00 excl. GST





Today, existing jobs are being redefined and new ones created as accounting firms seek to create greater efficiencies of production and better value of service. Accountants need a broad range of skills to succeed, with more emphasis on proficiency in personal leadership, communication and technology than every before.

The PROACTIVE ACCOUNTANT takes on responsibility for job budgets and workflow. They strive for stronger engagement with clients. They look for opportunities to develop their communication skills. They collaborate with colleagues and know how to work closely with their manager to achieve targets. Finally, they take control of their time and adopt a proactive approach to professional development.

What’s the course all about?

The PROACTIVE ACCOUNTANT self-paced eLearning course is designed to accelerate the process of developing the communication, workflow and organisational skills necessary for success in a technology-driven and client-focused environment.

We’ll show your accountants how to really take control of their time, their clients and their workflow – to develop core skills of effective communication, workflow management, client relationship management, team collaboration and personal time and task management.

Click here to download THE PROACTIVE ACCOUNTANT Course Brochure

This course commences 1st February 2019. Earlybird registrations now available – 25% discount – TILL FRIDAY 18TH JANUARY 2019.

How does it work?

The PROACTIVE ACCOUNTANT course consists of 16 modules with clear learning objectives. Content includes presentations, workbooks, support materials and assessment tasks. Most importantly, learners develop their own professional development pathway using our SMART action planning template.

The course is available anywhere, anytime through our eLearning portal. Visit

Who’s it for?

This course is suitable for any accountant in public practice who wants to develop their personal leadership, communication and organisational skills. Learners range from new graduates to accountants who have recently completed their CA or CPA qualifications.


Job budgeting and workflow management

1. How to understand service agreements and scope of work
2. Develop and implement your job budgets
3, Principles of effective WIP management
4. Key workflow issues and solutions

Client Engagement and Communication

5. Develop your personal client service charter
6. Keys to effective written communication with clients
7. Use active listening to understand client needs
8. Beyond the numbers –from historical analysis to future focus

Team engagement and support

9. What collaboration and team engagement is all about
10. How to work effectively with administrative staff
11. Keys to managing the relationship with your manager
12. Keys to effective team meetings and projects

Productivity and Professional Development

13. How to be really productive (it’s not just about chargeable work)
14. Keys to getting things done in a timely and effective way
15. Develop your SMART action list for personal growth
16. How to stay on track with your professional development

CPD – Each module is worth 2 CPD hours.


Our self-paced eLearning courses follow a 4-step process in relation to learning objectives: Understand | Evaluate | Implement | Review

All modules are structured with specific learning objectives and assessment tasks. Learners are expected to demonstrate that they understand learning objectives and can apply concepts through completion of the assessment tasks. A SMART action planning template is used to consolidate specific actions and to ensure that a timeframe for completion is established and followed. Regular review of progress is ensured through commitment to completing the course.


When I first enrolled in this course, I was sceptical, after all what could I learn after already working in public practice for 4 years? I was wrong – this is the most beneficial course I have completed since deciding that I wanted to be an accountant (even more so than my degree or CPA)! It teaches you so many of the basic skills required to operate as efficiently as possible and encourages you to think in new ways and approach difficult situations from a new angle. I would highly recommend this course to any accountant in public practice.

This course is simply great! The presentation and slides were straightforward for us to understand. The course has highlighted things that are important for accountants in adding value to clients, to our firm and to ourselves. As an accountant who’s been in the industry for 5 years, I learned quite a lot from this course. I can easily see how beneficial this course would also be for those who have just started their career.

Thank you for a great course. Thank you for being prompt with your marking and getting back to me when I had questions and requests. I really enjoyed developing the SMART actions. These helped me stay focus and relate the course back to what I was doing at work. I also learnt a lot in the business analysing modules and thought this gave me some great goals to work towards. I also came away with some useful tips to help me be more productive which is great. The course helped me get better with time budgets and effectively managing job turnaround. Lastly, I thought the introduction to the course and the future accountant was great!

A fantastic course. You focused on the soft skills which many of us would have simply brushed off as unimportant or “core” to the necessary skill sets / job scope of a traditional accountant. As we gravitate further away from traditional roles, this course has helped me profoundly in identifying possible futures and opportunities in this role.

This course has been very helpful as it makes you self-review yourself as well as make numerous goals to set and achieve. I have not done any other course that has been as helpful in assessing myself by making me think about my current level and all the different things I can do to continually improve my professional development.

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