The Proactive Accountant – Take Control of Workflow and Clients
32 CPD Hours
AUD $1200+GST Per learner
This is a self-paced online course. Learners can register at any time and have 12 months to complete the course.
THE FUTURE OF PUBLIC PRACTICE HAS ARRIVED.
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.
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 www.hightechsofttouch.matrixlms.com
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 completed their CA or CPA qualifications.
If you’re interested this course, you may also be interested in The Proactive Manager course, designed for managers and partners wishing to develop their skills in relation to workflow management, client relationship management, team management and business development.
A. Job budgeting and workflow management
B. Client Engagement and Communication
C. Team engagement and support
D. Productivity and 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:
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, I really enjoyed the whole thing. 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!
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.
Fantastic course Dale, 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
Has helped a lot with my workflow management and planning -Made me think about my role in different ways and that I can help improve the firm but suggesting operational improvements rather than just me improve my productivity. -Made me consider the client more and what they expect from me and the firm. - Overall I enjoyed the corse and have definitely come away with some tools that I will continue to use in the future both in my career and everyday life.