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.
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.
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 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!
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.
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
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.
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