Course Feedback
This course was very clear, well presented and delivered in a organised and step-by-step manner. I found the tips and suggestions practical and relevant to my duties as an office administrator. The course has motivated me to be better at my job and improve the way I communicate with clients.
Very thorough course and even though we already do a lot of what was mentioned in each module it was good to get another perspective of “how to do it
Very interesting and useful course
The course’s content was great and very informative. We have all learned a lot that we will take away and work on to improve our client concierge experience at Nexia Edwards Marshall.
Thank you for this informative course. I have gained many strategies that can be implemented in our workplace
The course materials displayed a thorough understanding of client relationships, offering excellent insights that have already proven useful in my everyday contacts. The practical exercises and case studies helped me to put what I’d learned into practice and consolidate what I’d learned, resulting in a hands-on and interesting learning experience
I’ve thoroughly enjoyed this course, thank you for your support and assistance throughout. I definitely have learnings that I will be able to apply to the coming financial year and highly recommend this to other managers looking to understand what a Practice Managers role consists of. Thanks!
Excellent and thorough content. Whenever I have had a question/query or a link was broken to downloading content for each module, I had a prompt response. Videos were clear, concise and well presented.
Information provided was informative and helpful. Was a little hard on some instances as I wasn’t the person with access to firm information and data. Would recommend people starting in this industry to complete this course. Thank you Dale for your feedback.
Well structured and relevant, brought forward plenty of improvements for us to implement in our firm. Great course
The instructional materials increased my knowledge and skills, course workload was appropriate, course was well organized.
Easy to follow, understand and great content. All very relevant and great supporting documents to use. I would 100% recommend this course
Just wanted to give a quick bit of feedback about the training program Ryan is taking the juniors through. The content in module 1 (managing your workflow) was, quite frankly, invaluable. It was so clear, relevant and applicable to what we do on a daily basis that I want to find the guy who put those slides together and buy him a generous gift.. Can’t believe how much buy-in there was tbh. I could actually see concepts being understood and knowledge being absorbed. I don’t know what we’re paying for this training resource but far out it’s worth every cent.
Easy to follow and has so much detailed resources that is full of knowledge and able to gain the necessary skills
Very informative, learnt a lot. looking forward to applying all of it to my everyday professional life
The course was very well-written and easy to understand. The reflection points were very engaging in group discussions and the tips and tricks provided are very useful. I have already started implementing many of these tips in my day-to-day workflow and can already see a HUGE difference
Thank you Dale, it was a very instructive induction. Wish I had this opportunity years ago. This firm still needs to improve internal processes and this training is going to help them a lot. Best wishes.
Well informed, helpful, assessment tasks are easy to follow and presenter knows his stuff
Very insightful on challenges faced by new graduates. Great solutions and advice offered. Thanks for everything and preparing a great course
I thoroughly enjoyed this course. I found it very thought provoking and am sure it will help me in the future
Good that you can complete in your own time and the information is very helpful when starting a new job
I found the Graduate Accountant Induction Course to be highly valuable in building a strong foundation for my career in public practice. The course content was comprehensive, covering essential topics that have directly impacted my day-to-day work, especially in time management and project control. The emphasis on SMART action planning was particularly beneficial, providing clear guidance on setting and achieving professional goals. I’ve already started applying these strategies, and they’ve significantly improved my productivity.
I am actively working as a Business coach and I found that while I am doing most things that were covered this has been a great reminder for me to increase my natural proactivity in respect of client interaction. I loved the reminder that we can provide a different perspective and we should always feel confident to challenge the client where we feel that they should be looking at the problem with different “eyes
Great course. Business Analytics is way more than I thought it was going to be. I look forward to the challenge
Easy to navigate online content, great timing of assessment marking, creation of the SMART action plan and 90 day plan was a good tool to build momentum outside of the course and to focus on various aspects of business advisory that could be overlooked. Excellent break-up into the various bite-sized modules. Overall, a very helpful short course for introductory to business advisory services.
The Business Analyst e-course is a great help for accountants like me. All modules are broad and well-explained. It also enables us to take action and monitor those actions while doing the module which is really good. We are able to apply the modules in real professional set up right away. Thank you!
Excellent course. The assessments and the marking ensure that you are fully engaged! I feel I have learnt a lot; which I will be using in the future. Thank you.
The course is structured in a very logical way, and encourages you to think of how you will implement the service as you progress through it. The resources are extremely helpful and the video lessons are easy to understand. Highly recommend.
The Business Analyst course has been amazing, it allowed me to think beyond the numbers. As we may be aware, the accounting industry is changing with artificial intelligence, so as accountants we need to compete and be able to think beyond numbers to assist the clients. This course has really helped me think analytically rather than just doing numbers but how to interpret them for the clients. This course not only taught the benefits but also any roadblocks and challenges that we may face when trying to implement advisory services to the clients. In conclusion, the course was really great. And five stars for the course.
This course was both interesting and practical. As I was completing the assessment, I was surprised at how I could easily incorporate the learnings into my practice without a massive investment of time / money – as it sometimes the small changes that can still have incredible impact for my clients. There is no need to try to do everything at once. This course encourages you to think about scaling any roll out so you dont need to feel overwhelmed about the task ahead. Well done
I enjoyed the course and think it gave me great insights into what procedures and processes we need to put in place, what we need to consider for ourselves and our clients to ensure that we are providing a valuable and useful service that generates positive income and client satisfaction. It also highlighted areas where I need to improve my own business processes and actions. I found great value in discussing the modules with our other team members who are also undertaking this training.
This was a really good course. Lots of excellent takeaways that can be used quite easily in business. The information flows nicely and covers are vast range of issues in a neat, easy to use package. I would highly recommend this to all accounting professionals at any level.
This would be a great course for new managers and team leaders and those looking for a refresher on ideas and procedures that can be put in place to help your team work as effectively and efficiently as possible
Very worthwhile course, covering a range of topics that are relevant to a senior team manager. Thank you
Exceptional course which was absolutely thought provoking throughout!
This has been a very interesting and thought-provoking course. I have picked up so many great ideas to explore and implement into our accounting firm. I have enjoyed the self-paced format, along with the videos and downloadable resources. The marking of assessments has been extremely efficient with some good feedback too. I would recommend this course for anybody in a team leadership role
I enjoyed every module of this course. It has really helped me at work. It is practical. I’m using all the tools that were provided and everything I have learned. I recommend this course very highly.
Great content and course structure. The course opened my eyes to many things we are either not doing, could be doing better or not aware of. It was a great step in my path to becoming a partner
This course provided me with very informative and easy to follow knowledge and skills to be able to run a practice as a Manager or Partner
Excellent content, pushes the boundaries I have personally, but has provided the skills to provide the skills and knowledge to move past these and become a better well rounded accountant. Thank you
I found the Path to Partnership course very beneficial. The Business Developer and Trusted Advisor modules introduced various techniques that I will be to utilise and implement in my future dealings with clients.
The course was good and had a lot of useful content that has assisted me with my day to day job. The suggestions in relation to client communication, management and workflow management were particularly useful, especially based on my level. I also think that the SMART action points got me to think outside the box.
Really learned a lot from this course. The course filled in a big void for me in terms of knowing what I wanted to achieve but didn’t know where to access the resources to get to the final destination.
I went into the course thinking that I wouldn’t take much from the course. The earlier sessions on workflow management would be helpful for those that have poor time planning skills, however the later sessions on staff and client management did open my eyes to lots of possibilities and suggestions that I hope that I will be able to put to good use
Excellent course! Something we don’t learn at school – love the powerpoint and developing our own KPI’s. The questions also help us to think about the topic and apply to our firm
This course has been fantastic to get me into a partner mindset and thinking about the wider firm strategy, rather than simply focusing on the day-to-day grind of getting through my client work. It’s helped me focus my attention, delegate more effectively and contribute worthwhile ideas to the future direction of our firm.
Viola from CorpSec services has developed a fantastic course for ASIC Registered Agents and has been offering a training webinar to our CAS360 clients for almost a year. With her wealth of knowledge in this specialised field, many of our clients have benefited from the webinar. BGL is very excited to learn that the webinar has now been developed into a comprehensive self-paced eLearning course which can be completed at your own pace at any time
This course has been developed by a practicing ASIC registered agent, specifically for other registered agents. It combines in one course, a diverse range of topics to equip those undertaking corporate secretarial services with confidence. The course is not software dependent and is not software training. It focuses on governance practices, regulatory requirements, ASIC lodgements and tips and tricks to assist ASIC agents in their role. Over 450 ASIC registered agents, company secretarial officers, responsible officers and ASIC administrators attended the webinar on ‘The Responsible ASIC Registered Agent’. Now the content has been expanded and is offered in this self-paced eLearning course with 15 CPD hours of training.
Thoroughly enjoyed the course and taking away a lot of useful practical knowledge to be able to implement. The course has confirmed we as a practice are doing well but can improve. I have a huge list of ideas and implementation suggestions… now to get started. A well thought out course schedule and program. Simplified a very technical area to be easily understood and absorbed. Thank you
Thank you so much for this course. It was invaluable as i now feel so much more confident in the processes we have established and have the knowledge to prepare for what is to come
I found the course great for updating knowledge in dealing with ASIC. The part in the coming director ID’s was very interesting. I enjoyed the course in reviewing my knowledge
I very much enjoyed and have benefited from this course. It provided me with both a summary and the technical side of how to correctly manage my corporate secretarial clients. The presenter clearly spoke and explained the items in a manner in which was easily understood and therefore the knowledge retained by myself. I have added in many of the checklists and updated my firm’s processes to ensure compliance of record keeping and to ensure all corporate secretarial matters are understood and the appropriate documents held or prepared. The references and resources provided was extensive and very useful for guiding me to the correct area when I have to deal with ‘out of the box’ scenarios.
I have been doing ASIC work as part of the administration team for an accountancy firm for the last 7 years. I wish this course was around when I first started. I have found this course to be great in relation to confirming procedures that we currently have in place & some that can improve or introduce in the future. I really liked the checklist templates in the various modules, that will help for things like onboarding/exiting client/ de-registrations etc. I would highly recommend this course to our office for any employees who would like a better understanding of how ASIC works or for new employees who would be taking on the ASIC role. I look forward to seeing how the New ABRS site works especially in relation to duplication of workload. Thanks for the great work in putting this course together.
Thank you so much Viola for sharing your extensive knowledge through this invaluable course. Really appreciate the extra templates and Q&As too. This course is a must for all ASIC Registered Agents. Thoroughly enjoyed it, thank you.
This course was everything that I desperately needed to build on my corporate compliance knowledge. The basics were explained clearly with links to supporting documentation and resources. I will refer back to the power point displays often. The course was clear and focussed. Thank you very much.
I thank you for the opportunity and knowledge this course has given me. I had been trying to research about ASIC and certain subject especially the directors ID but there was never enough information that was clear until this course. I found this course to be very interesting and I have learnt a lot within the course.
I have learned a lot from this course- delivery is well paced, content is thorough and necessarily a little dry but Viola does her best to walk the fine line between professional delivery and showing some personality and sharing experiences and personal knowledge. That’s where the gold lies. I prefer a more rigorous assessment process- end of Module questions are mostly very simple-but that is not a criticism, more a personal preference in learning. The additional resources are excellent and the LMS is simple and functional. Including a Professional Development matrix to add to after each Module is also very useful and i can take a lot of new knowledge back to my business in a form that’s ready to integrate into systems and workflows. My corporate clients will really benefit from me doing this course. I often find a lot of CPD excessively expensive and light on content, but i think that there is real value in this course and well worth the investment. I would recommend it to anyone with corporate clients- both as a refresher for the more experienced and as essential knowledge for newer Agents.
I have just completed the Responsible Registered Agent Course and can honestly say I am so happy I enrolled despite having several of experience as a Corporate Secretary. This course truly is of benefit whether you are new to ASIC compliance or have experience. I particularly like the SMART actions concept where you can record actions you wish to implement on a personal, team or firm level according to ideas, concepts and knowledge learned in the course. Even with my experience in ASIC compliance there are actions I have documented for implementation in my workplace. I also learned a few tips in relation to the CAS360 software which our firm has only been using for a short time, that are really beneficial.
This course has been a great investment. In time I hope to implement everything I learned, but, to be honest, implementing just some learned points is a big strive forward for my business. This course will help my clients, which in turn, will help my business. Helping my clients improve their businesses is good business for me. This course has been the best professional development I have done to help my clients in this way.
This business analyst course has been useful in providing some excellent processes to follow. It has also challenged my current way of thinking and given me new ideas of templates, measuring tools and review processes to create a clearer picture for my clients at both the introductory and various review stages. Lastly it has given me a good understanding of how to establish a scope of works and to transparently discuss the cost of it. There is huge benefits we can offer to our clients through business analysis and it is important to be able to explain the long term benefits it will give the organisation to justify the short term cost especially when as per the “J” curve things may go backwards initially whilst employees learn develop and change before the true benefits are seen. I’d like to thank Dale for the course. It was good value for money and there was an excellent response time which was motivating too.
A great course that encouraged me to really consider what’s important to the client. It’s not rocket science, just a clearly defined set of steps that will help me better understand the numbers and add value to client relationships.
I have found this course well structured to introduce me to consulting in financial services analysis. I have gained valuable technical knowledge from the presentation and course materials. I am confident that I can apply what I have learnt in my practice.
Excellent course. The assessments and the marking ensure that you are fully engaged! I feel I have learnt a lot; which I will be using in the future. Thank you.
The course offers a wide range of information relating to the challenges of delaing with advisory engagements and provides you with a number of questions to consider when determining how to improve the services you offer to your clients
I both enjoyed the course and found it very useful in structuring my approach to my one remaining client. It was nice to understand that much of what I have contemplated over the years is not uncommon to many in the Profession. This course emphasised the need to document and formalise the process as well as access as much of the new technology available as possible. Much of the necessary activity by both the Profession and Client would not have been cost effective until recently.
The course is excellent. It provides general understanding on the transformation from accountant to business advisor. The transformation is quite a challenge but the course give practical suggestions. Also the course contains various tools and external resources to help the transformation.
The course provides a very good opportunity to review advisory projects. With a range of financial and non financial tools, it develops the mind set of a business analyst. I personally found it very interesting and useful!
I would highly recommend the business analyst course to any firm. The presentations assist in understanding the issues involved and the assessment questions force you to focus on important work areas you don’t often allocate time for. Having to draft plans and checklists and note what the delivery to clients would involve ensures the participant and their firm are well placed to introduce new services and advice but on a step by step basis. The assessment marking is quick and the feedback is very helpful. The resource guides and workbooks can also be printed and used for future reference.
I found the course clearly set out and thoroughly enjoyed working through the practical tips. I loved how the questions were to be answered directly relating to my business and not just some theory answer. Would strongly recommend the course
Thanks so much for this course! The training has given me confidence to take on 1 significant vCFO project that was agreed for $22k. The second vCFO job only started 3-4 weeks ago, we were lucky in that client approached us for this service. However my study helped me to set the job, explain what was needed and negotiate with client changes of scope. Previously I would have priced this upfront and then tried to sort time overruns later. The fee will be $25K+ annually, so another good win. I feel confident chasing this type of work more and actively speaking to clients about it when we catch up.
Overall I found the course very useful even thought it was generally aimed more at people moving from compliance to advisory rather than someone who has been in it for 30 + years. That said, it is good to go back to basics sometimes and see what’s changed and have your thoughts challenged. Got the most value out of the last 3 sections which included some great information. Also great support material to take away and refer to.
This has been a really great course, both informative and practical
This is a good course for an accountancy firm to get started trying to offer vCFO services.
I found this course very enjoyable and informative. It has certainly given me the confidence to deliver vCFO services going forward
This is a great course giving a lot of useful tips about how to go about setting up a vCFO service and be a vCFO. Overall, great course and have benefited immensely. Thanks
This was a worthwhile course to undertake. It was thought provoking and highlighted the fact that virtual CFO services need to be approached from a different perspective than compliance engagements that tax accountants traditionally undertake (vCFO Advanced).
I thought this course would be comparable to a University lecture. However I was pleasantly surprised the course offers practical and easy to implement tools and systems that will dramatically improve my accounting practice.
Thanks for this; it was a good course and has definitely provided some insights and direction for the next stage and scope of our vCFO services
The vCFO Advanced online course was an excellent add on for my practice. The easy to follow, self paced, 8 module course was perfect for me as I allocated time each week to complete one module. The presenters made it easy to understand the content and the assessment tasks reinforced the learnings from each module. Action tasks were then documented for further follow up. Overall an excellent investment in time and hopefully a very good return on investment as vCFO enagagements are implemented down the track. I was looking for a course that interested and challenged me and I found it!
I have definitely found value in this course. It has made me question and review some of my current processes and has given me ideas of processes to implement to add further value to my clients.
This was very helpful and the best part is the practical approach to getting ready to provide this type of service to my clients. Amazing work!
I have got a lot from this course and Dale especially has been just amazing providing support and assistance when areas of the course prompted to immediately take action at my own firm prior to the course completion. Some of the revelations and learning were so powerful and motivated me to act now on the recommendations and review of my business practices. If you are looking for a course that challenges you to do things differently and grow your business advisory service this is the course for you. This course has been expertly prepared by an accountant familiar with the industry and current challenges. The step-by-step guided approach is perfect for busy professionals!
I have really enjoyed this course. It has enabled me to think about my role within the firm in a different way, as someone who is capable of implementing changes instead of just processing tasks. I have become more proactive in my thinking and now able to challenge myself in my role but also able to challenge my manager and the firm.
This course provided everything we were looking to get out of it for not only our Administration team, but also for our technical team. It was very eye-opening as to what we needed to improve as a firm and I will highly recommend this course to anyone thinking of participating.
This course was not only valuable to the administrative team, but helped the whole firm in developing systems and processes to really manage client relationships and workflow in a proactive way. The SMART actions are a great way to convert theory into practice. Thanks for a great course.
The course was very helpful to me as I learnt a lot about how to become an effective administration services manager. At first it took me a while to finish this course due to the workloads and commitments but while on the process of learning and doing the course I also learn to manage my time and able to accomplish whats needs to be done. Its a very good example of time management. I have now implementing and taking steps of all the things I learned in this course. I would recommend this course to our future admin staff as it is very helpful.
This course has given us a lot of discussion points. It allowed us all to see what we are doing differently and become a more cohesive team. It had many different ideas we hadn’t thought about and allowed us to think outside of the box. We also were able to spend the time together and it enhanced our team relationship. Thank you.
Fantastic course and in depth. The power point slides and source documents were great. It showed how much we already do where I work and in my role. It made me think a lot of what it is I actually do do all day
I found this course to be very informative and in depth it allowed me to consider my involvement in the firm as an admin team member. It provided me with the opportunity to think about things from a larger scale. I ENJOYED THIS COURSE.
.I really enjoyed the course and found the presentations interesting and inciteful. The topics were all very relevant and was great to learn about how the CSA can contribute more to the technical team. Overall a great course!
This course was great. Very easy to pick up and put down when suited. I learn’t a lot, as this is my first position in an accounting firm. Would recommend to anyone looking for a CSA Course.
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 is simply great! The presentation and slides are straightforward for us to understand, but meanwhile it’s highlight things that’s important for us accountants to add value to our client, to our firm and to ourselves. As an accountant who’s been in the industry for 5 years, I still learnt quite a lot from this course. I can imagine how beneficial this is going to be for those who just started their career.
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 back in year 12 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.
A great course that I would recommend others to do. It has worked really well being able to apply/relate it to my firm.
This was a great course for accountants starting out or even up to manager level. It makes you rethink current and new methods of how things can be done more efficiently for client work and administratively.
I enjoyed the course and found it well constructed and well presented. I have taken a lot out of this course to apply to my relationships with clients and there are very similar circumstances with conversations with managers.
I have really enjoyed this course, particularly the layout and content. It has been very easy to navigate and the content has been engaging. Overall a great course and I will be exploring the other courses available.
I have enjoyed working through this course at my own pace and on the online platform. The multiple array of source documents and their different presentation styles means there is something for everyone in the sense of the different learning styles people may possess. The information contained in has been clear and concise and very thought provoking. It has encouraged a deeper thinking and reflection on the practical application of ideas and systems. For me it has highlighted the strengths and weaknesses in the way I perform my job and complete my work and in the way the firm and clients interact as a whole. Additionally it has made me more aware of the bigger impact and the bottom line driving the business as a whole and how my part in that system impacts others. I would recommend this course and in this format, especially for those wanting to improve themselves and their firms.
I have thoroughly enjoyed this course. The videos are very informative and I have learnt a lot. I feel very confident going into my workplace with some strategies to make the workplace a better environment and have those repeat happy customers.
A lot has changed over this course, my mindset in particular. This course has helped me to take more accountability for my work and for my jobs, and I find that I am constantly striving to take better ownership of my work. The course has helped me to realise how my role/actions can affect our team/clients, and makes me want to be a better worker. The course has also helped me realise the importance of different parts of my job, from budgets and scope creep, to internal and external communications. The course has really helped me to take an in depth look at my job and makes me want to improve in every aspect of my role.
Fabulous course, very enlightening. It all seems just like common sense however going through each of the modules it really puts in place procedures that all interlink for the coaching experiences and approaches that should be used..
Great value in showing how I can give my team responsibility for their role. The 9 coaching questions are invaluable in encouraging my team to come up with solutions and implement them directly.
Team coaching is one of the most overlooked skills of a manager. This course showed me how I can work with my team members to get jobs completed and invoiced in a timely manner. It’s also great for team members to understand that they have responsibility for work delegated.
This course has provided such a wealth of information that will be useful for many years to come. I have implemented many workflow and advisory practices mentioned in this course and have seen results for the business and for me individually. I always thought I would prefer the compliance manager role, however this course has provided me with a desire to move into a more advisory focus. This course has provided me with the confidence to have in depth discussions with clients and has provided me with the tools to grow and develop both professional and personally. I am blown away by the amount of information provided and am really glad I under took this course.
I feel the course raises key points and self reflection for accountants waiting to take the leap to the advisory role. Good course and definitely recommended
This course really made me think outside the square and challenged my thinking in a variety of ways. I have learned so much and have thoroughly enjoyed every part of it.
I have found this course to be terrific to undertake. It has helped me greatly and there is a lot of work to be done next year. Thank you for all your assistance. I would rate this course 10/10.
This course has helped me improve compliance workflow and understanding my roles and responsibilities as a manager. Thank you Dale for all your support.
The course provides a relevant and practical approach to the steps to take to become proactive mangers in the workplace. This starts with evaluating ourselves to highlight those areas of weakness that we can then look to improve with development. It also provides the procedures to build a team at an accounting practice and the tools to manage and evaluate that team. It also highlights the steps required to offer advisory services and the ways to introduce them to your clients.
Undertaking this course has provided me with the opportunity to re-visit my goals and broadened my thought process to see where I need to be and what I need to do to achieve this. The materials provided in the course are very useful and practical and I will be using them to guide me to achieve my goals. I will recommend this course to anyone who would like to take up a senior or managerial position either be in the compliance or advisory role. Thank you Dale for your comments and feedback through the course
Overall, i believe this course is great and is an eye opener for those within the managerial capacity providing services spanning advise and compliance. This course opened my eyes regarding my duties and helped me question the way i manage overall tasks surrounding compliance, managing teams / individuals, freeing up time and task sharing. Looking at ways to outsource, delegate and utilise technology to manage my tasks can afford me the opportunity to focus on customer service (overall), strategy and team management / leadership. Furthermore, this course has helped me realise that investing time in the team now will pay off in the future because they can take the load off my time consuming tasks and therefore afford me the time required to manage overall strategy and the team.
This is a great course for those looking to step up and take the next step in their career, This is a fantastic course for Junior managers that might not have had as much management training as well as those looking to accelerate their Advisory career.
Very helpful for someone starting out in Marketing, and the support from Dale has been top-notch.
This course has been really good, thanks.
This has been just the thing I need to get myself more organised and actually set up a more streamlined firm. I had tried in the past however a lot was still in my brain which needs to come out and onto paper/computer.
Very interesting content, the information provided has been a great help in engaging clients and all aspects of their business.
The course was insightful, and I gained a lot from it. Many helpful tools and strategies to refer to when needed are provided. The comprehensive workbooks and extra material will come in handy also , which I will need to refer to on an ongoing basis. Was very satisfied with the course, and look forward to put everything in to action. It’s on me now
Thanks, this has been a really good course. The content on the course has been excellent and it has highlighted some important issues and helped me with communicating and managing my interactions with my clients during this unusual year. Thanks for giving us extra time, this has been valuable. The powerpoints are great and i have taken many notes and will spend some time taking it all in and focus on the points and areas you have illustrated during the course.
I have felt that all the modules work very well together and flow on from each other. I have learned that it is ok to be outside your comfort zone and that the importance of a client centric focus in the office. After all if we don’t have the ability to exceed the clients expectations then there is no obligation or reason for the client to stay with the firm. The modules in this course have given me the ability to discuss with the other partners and staff a range of ideas that although basis may have been overlooked and underestimated in importance. A very good example of this is that some staff were taking too long to respond to client phone calls and emails, sometimes the clients were ringing just to confirm that the accountant received the email or phone message. We have now put in place an action plan. I can say that I have been refreshed in quite a few points in the course and will aim to put them into practice. I will continue to revise and update my smart action plan.
I enjoyed this course and it was a great refresher for me, there was a bit of duplication between modules however that helped to drive the message home
Well structured and written course with timely responses as you progress through each module
I found that this was a useful exercise. It made me focus on the important issues and has given us all new ideas and tools to move the practice forward. Good and valuable advice.
Have another question?
If you'd prefer a direct response to your query from our support centre, just submit your question and we’ll get back to you shortly.
Contact
P: 1300 133 848
E: support@cpdforaccountants.com.au
M: PO Box 481 Lindfield NSW 2070 Australia
CPD For Accountants
A division of High Tech Soft Touch Pty Ltd
ABN 71 614 705 029