Business Analytics for Bookkeepers – How to provide strategic advice to business clients
16 CPD Hours
AUD $800+GST AUD $640+GST Per learnerEarlybird Ends October 29, 2021
THIS COURSE COMMENCES FROM 1ST NOVEMBER 2021. EARLYBIRD REGISTRATION NOW AVAILABLE
Is your bookkeeping business adding real value to clients?
Bookkeeping is more than being good with numbers. It also means being able to see beyond the numbers to understand what’s going in in the client’s business, then providing the client with advice and support as they grow their business. A proactive bookkeeper needs a strong analytical ability, a curiosity about the client and their business and the communication skills to actively engage with clients to help them achieve their business goals.
What’s this course all about?
This 4-module eLearning course is designed to provide bookkeepers and BAS agents with a step-by-step guide to understanding what lies behind the numbers so they can engage with their business clients in a more meaningful way. Client engagement and project management strategies are also discussed in detail. Each module includes clear learning objectives, recorded presentations, workbooks, support materials and assessment tasks.
How does it work?
This course consists of 4 modules with clear learning objectives. Content includes presentations, workbooks, support materials and assessment tasks. Most importantly, learners will put together their own professional development pathway using our SMART action planning template
Who’s it for?
This course is suitable for bookkeepers and BAS agents who want to develop stronger advisory relationships with their business clients. The owners of bookkeeping firms are encouraged to involve all members of their team in this course.
If you’re interested in this course, you might also be interested in Business Analytics for Accountants and Managers – CLICK HERE to read more
Module 1 – The journey from bookkeeper to analyst and advisor
Module 2 – Key areas of focus when looking at the numbers
Module 3 – Principles of financial reporting and client meetings
Module 4 – Key relationship management
Our self-paced eLearning courses follow a 4-step process in relation to learning objectives:
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.