Course Outline
Do your young accountants struggle to get through their work in a timely and effective manner?
University should have prepared interns and graduates for work life, right? The reality is that new accountants are often unprepared to work in a busy public practice environment. They are not shown how to effectively manage workflow, engage with team members and communicate with clients. The responsibility for this generally rests with managers who don’t always have the time to coach. The result is:
- Lack of workflow control and management of priorities
- Loss of time and cost with picking up and putting down work
- Not proactive in communicating workflow status and issues
- Insufficient planning for their own professional development
What’s this course all about?
The Graduate Accountant Induction eLearning course is designed to provide new accountants and trainees with a practical understanding of the public practice environment. A key focus will be on a forward thinking approach to workflow so that jobs are completed in a timely and effective matter. The course is based on over 20 years’ experience working with accountants to improve their professional skills.
We’ll show your young accountants how to:
• Really take control of their jobs and their workflow
• Manage team and client relationships proactively
• Develop core skills of effective communication
• Take control of personal time and work tasks
• Engage proactively in professional development
This course is based on over 20 years’ experience working with accountants to improve their professional skills.
Who’s it for?
This course is intended for interns and graduate accountants working in a public practice environment. Any undergraduate or graduate accountant with 0 to 1 year’s experience in public practice will benefit from this course.
Course presenter
This eLearning course is presented by Dale Crosby, Director of High Tech Soft Touch Consultants to Accounting and Advisory Firms. Dale has worked closely with accountants, administrators, managers and partners for over 20 years and brings a wealth of experience to this 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.
Course Content
This course consists of 8 modules:
Modules 1,2 – How to take control of accounting workflow
Keys to understanding accounting workflow including following a job budget and timeline.
- Key principles of effective workflow management
- How to identify and manage scope of work
- Key steps to preparing and following a job budget
- What to do if the WIP gets out of control
Modules 3,4 – How to effectively engage with the firm’s clients
The role of accountants, managers and partners in communicating with clients effectively.
- What do clients expect from us and why?
- Rules for communicating clearly with clients
- How to request and receive information
- How to think beyond the numbers to add value
Modules 5,6 – How to work collaboratively with colleagues
Key steps to working with colleagues, managers and administrators in accounting firms.
- What team collaboration is all about
- Keys to managing tasks and projects proactively
- How to work effectively with your manager
- How to think ahead and anticipate issues
Modules 7,8 – How to take control of projects, tasks and activities
Essential principles of time and task management in an accounting firm.
- How to understand internal goals and expectations
- Structure your day for maximum productivity
- Deal with interruptions and time wasters
- Manage conflicting priorities and roadblocks
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.
Just wanted to give a quick bit of feedback about the training program Ryan is taking the juniors through. The content in module 1 (managing your workflow) was, quite frankly, invaluable. It was so clear, relevant and applicable to what we do on a daily basis that I want to find the guy who put those slides together and buy him a generous gift.. Can’t believe how much buy-in there was tbh. I could actually see concepts being understood and knowledge being absorbed. I don’t know what we’re paying for this training resource but far out it’s worth every cent.
Easy to follow and has so much detailed resources that is full of knowledge and able to gain the necessary skills.
I found the Graduate Accountant Induction Course to be highly valuable in building a strong foundation for my career in public practice. The course content was comprehensive, covering essential topics that have directly impacted my day-to-day work, especially in time management and project control. The emphasis on SMART action planning was particularly beneficial, providing clear guidance on setting and achieving professional goals. I’ve already started applying these strategies, and they’ve significantly improved my productivity.
I think this course has many great tips information and is a must for everyone. it had some problems matching with my style of office that I work in but there was good and useful information. I think even parts that were not completely relevant were interesting to know with regards to how many firms work,
The course was very well-written and easy to understand. The reflection points were very engaging in group discussions and the tips and tricks provided are very useful. I have already started implementing many of these tips in my day-to-day workflow and can already see a HUGE difference
This course was quite helpful for me. Especially the parts about workflow management, WIP management, and reducing procrastination and roadblocks. Thank you
Thank you Dale, it was a very instructive induction. Wish I had this opportunity years ago. This firm still needs to improve internal processes and this training is going to help them a lot. Best wishes.
Very helpful for Graduate Accountants! This course gave me more knowledge about the ins and outs of how an accounting firm works. Thank you.
Very insightful on challenges faced by new graduates. Great solutions and advice offered. Thanks for everything and preparing a great course
I thoroughly enjoyed this course. I found it very thought provoking and am sure it will help me in the future
Enrol Now
Graduate Accountant Induction – A step by step guide to workflow, clients and teams
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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