Course Outline


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

Course Content

Module 1 – The journey from bookkeeper to analyst and advisor


  1. Where are you now and where do you want to go?
  2. Core principles of proactive bookkeeping to business clients
  3. The difference between descriptive and predictive analytics
  4. What the business advisory relationship is all about


Module 2  – Key areas of focus when looking at the numbers


  1. Key financial ratios and other metrics
  2. Understanding patterns and trends in the numbers
  3. How to check business health and identify underlying causes
  4. Predictive analytics and cashflow forecasting tools


Module 3 – Principles of financial reporting and client meetings


  1. Overview of reporting tools and templates
  2. Preparing monthly and quarterly financial reports
  3. Development and implementation of SMART action plans
  4. How to run an efficient and productive client meeting


Module 4  – Key relationship management


  1. How to understand what’s important to business clients
  2. Effective client engagement and communication strategies
  3. Key client relationship challenges and how to overcome them.
  4. Working effectively with internal and external stakeholders

Course Structure

  • Learners can complete courses at a place that suits them, within and outside work hours
  • Each learner will have a dedicated login to give them personal access to their course
  • Module material includes online presentations, workbooks, PowerPoint Slides, templates, scripts and articles
  • All modules also incorporate formal qualitative assessment tasks that encourage learners to develop practical actions demonstrating understanding of the concepts
  • All assessment tasks are scored, with directed feedback to learners on their response
  • As the learner progresses, they develop their personal SMART action list to drive change
  • Managers are able to see at a glance how their staff are progressing
  • All learners have access to course content for 12 months following their enrolment

Learning Process

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.

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