1. Graduate Accountant Induction – A step by step guide to workflow, clients and teams

1. Graduate Accountant Induction – A step by step guide to workflow, clients and teams

8 Modules
16 CPD Hours
AUD $792.00 Per learner
Earlybird Ends June 30, 2022

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..

 

 

 

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:

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.

Enrol Now

1. Graduate Accountant Induction – A step by step guide to workflow, clients and teams

1. Graduate Accountant Induction – A step by step guide to workflow, clients and teams

8 Modules
16 CPD Hours

AUD $792.00

Number of learners

Clear

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.

Tax calculated at checkout.

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