Course Outline

As accounting firms move from a dominant focus on compliance in the work they do with clients to a focus on both compliance and advisory skills, the role of manager has never been more critical. Two types of managers are evolving in public practice, the first with the experience and ability to managing compliance work efficiently and the second with the desire and interest to transition to a stronger advisory focus.

In this course, we’ll help your managers to identify their core strengths and professional development pathway. We’ll outline the essential steps that effective compliance and advisory managers need to take now and in the future to achieve strong results for your firm.

This course is essential for both compliance and advisory managers looking to get to the next level with their capabilities and experience.

Who should enrol?
This course is suitable for managers and partners wishing to specialise in a compliance or advisory role within an accounting firm.

If you’re interested this course, you may also be interested in The Proactive Accountant course, designed 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 recently completed their CA or CPA qualifications.

Course Content

Your Future as a Manager in Public Practice

1. The 4Q approach to management – workflow, team, clients and growth

2. Uncover your strengths and motivated abilities as manager

The Compliance Manager in Public Practice

3. Effective use of capacity to leverage compliance workflow

4. Key steps to improve compliance productivity and turnaround time

The Advisory Manager in Public Practice

5. The role and responsibilities of advisory manager

6. Keys to transition from compliance to advice as a manager

Client Management for Proactive Managers

7. How to set and manage client service excellence standards

8. Management of scope of work and fee for service

Team Management for Proactive Managers

9. Evolution from doer to manager and leader of people

10. Keys to drive behavioural change in your team

Workflow Management for Proactive Managers

11. Workflow management essentials for proactive managers

12. Key principles of effective project management for advisors

Growth and Business Development for Proactive Managers

13. Client discovery and needs analysis techniques for advisors

14. Getting clients across the line with advisory services

Measurement and Reporting for Compliance and Advisory Managers

15. Essential KPIS for compliance and advisory managers

16. Develop your own measurement and reporting process

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:

Understand

Evaluate

Implement

Review

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.

 

Related Courses:

The Proactive Accountant – Future of Public Practice
Team Coaching for Managers – Develop Coaching Skills
Proactive Business Coach – Coach Business Clients to Success

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