Course Outline
TAKE CONTROL OF CLIENTS AND WORKFLOW – A self-paced eLearning course for administrators and support staff in public practice
This is a self-paced online course. Learners can register at any time and have 12 months to complete the course.
The Evolution of the CSA Role
The modern accounting and advisory practice requires a high level of administrative support to free up the capacity and expertise of specialist advisors. The Client Service Administrator is an essential role that is evolving in almost every progressive professional firm. This person uses both technology and soft skills to provide an essential link between clients and the firm’s technical staff. In addition, CSA’s add valuable support to the firm in relation to financial management, people management, systems development and marketing activities.
What’s the course all about?
The CLIENT SERVICE ADMINISTRATION self-paced eLearning course is designed to help the administrative team of accounting and advisory firms take control of workflow and clients at an administrative level. The course has 5 key areas of focus – (1) Administrative roles and responsibilities, (2) Client relationship management, (3) Workflow management, (4) Teamwork and collaboration and (5) Special CSA Projects including marketing and lock-up (WIP and debtor) management.
How does it work?
The CSA eLearning course consists of 10 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 can be presented in group or individual format. .
Each registration is provided with one log-in, however you can involve the entire team in the course presentations.
This course is available anytime, anywhere for your administrators through our eLearning portal.
Who’s it for?
This course provides Senior Administrators with an update on the evolving role of CSAs in managing clients, workflow and staff at an administrative support level. They are encouraged to involve their team in this course, to consider what changes the firm can make at an administrative level to help with the transition from compliance to advice.
Administrative team members are encouraged to participate in this course as individuals and as a group, to look more deeply at their own roles and responsibilities in helping the firm to achieve its strategic objectives. Core principles of effective communication and engagement with the people around them will be discussed throughout the course.
TO VIEW AND DOWNLOAD THE COURSE BROCHURE, CLICK ‘BROCHURE – DOWNLOAD’ UNDER NAVIGATION OPTIONS TO THE RIGHT. YOU CAN ALSO VIEW THE COURSE LEARNING OBJECTIVES.
If you’re interested in this course, you might also be interested in the Client Concierge eLearning Course for Administrators in Public Practice
For September 2024, you can enroll up to three staff members for a single course registration fee of $720 + GST
Course Content
This course consists of 10 modules:
Administrative roles and responsibilities
1. CSA team structure and responsibilities
2. Getting engagement and support internally
Client relationship management
3. Establishing client service excellence standards
4. Client engagement and communication strategies
Workflow management
5. Scheduling and throughput of client work
6. Creating effective workflow reporting systems
Teamwork and collaboration
7. Working together as an administrative team
8. Working effectively with the technical team
Special CSA Projects
9. Client profiling and marketing strategies
10. Proactive management of WIP and debtors
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:
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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.
Preview
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 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.
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.
This course has given our firm the opportunity to really revisit the role of administration in managing workflow and clients. It's also given us the opportunity to critically review our administrative capacity and make some decisions about allocation of roles and responsibilities. The SMART action planning process is a great way to ensure that we walk away from the course with clear outcomes. A great course for any progressive firm.
This course provided everything we were looking to get out of it, not only for our administration team. but also for our technical team. It was very eye-opening as to what we needed to improve as a firm. I will highly recommend this course to anyone thinking of participating.
The course has really broaden my knowledge on how to manage workflow and different procedures we can incorporate into managing clients from the admin team side of things. i will always refer back to this in future for any new employees as every module is beneficial to our job role. this course has also given me a better understanding on the responsibilities i have now
I found this course really effective and that it helped me learn many tips and tricks. I've only been in this role for 4 months, so it's helped me with training and given me a better understanding of the accounting and CSA process.
Very helpful course, we learnt a lot and the modules were separated into digestable sections. SMART actions were very useful to take specific actions within our firm. Feedback was meaningful and quick. We learnt about more developments within the business that CSA's can be more involved in, therefore developing our skills and furthering the firm.
I found the layout of this course easy to follow. This made it a pleasure not a chore like feeling. Having the power points and other resources there are a great help. Dale always responded to my emails in a timely fashion and even did a zoom chat once to help me. The firm I work for already had a lot of the practices in place so I probably didn't learn as much as someone else would if they work for a firm that need these learning tools to improve the everyday running of a business. I did however learn a few things so grateful for that. I enjoyed the course and because I work in a busy practice, it was not overly time consuming
Enrol Now
Client Service Administration – Take Control of Clients and Workflow
Number of learners:
Please note:After purchasing this course, you will receive a welcome email including an induction guide.
This guide provides instructions on how to enrol and commence the course.
If you are registering on behalf of others, you will receive an email with instructions on how to register each learner/s.
Once registered, each learner will receive an induction guide to their own email address.
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