Course Outline
Introduction
As accounting firms shift from a primary focus on compliance to integrating both compliance and advisory services, the role of the manager is becoming increasingly crucial. Two distinct types of managers are emerging: one skilled in managing compliance work efficiently and the other driven by a desire to transition towards a stronger advisory role.
In today’s professional landscape, managers in accounting firms must develop the ability to look beyond the numbers and provide valuable insights that benefit clients, teams, and the firm. The key to success lies in balancing compliance duties with a strategic, advisory mindset.
What’s this course all about
This course is designed for senior accountants and managers who oversee workflow and client relationships. It offers a comprehensive guide to understanding both compliance and advisory management roles, helping you assess your strengths and areas for improvement.
By identifying your core strengths and motivated abilities, you’ll gain insight into the specific steps required to grow your skills, whether at the compliance level or in advisory services capacity.
The course will help you align your personal career goals with professional development, ensuring you achieve both personal satisfaction and career advancement.
Each module includes assessment tasks and SMART action planning to guide your journey.
Who’s the course for?
This course is suitable for senior accountants and managers keen to develop their leadership and management skills in relation to business growth, client relationships, workflow and team management.
Course Content
This course consists of 16 Modules:
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:
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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.
This course has provided such a wealth of information that will be useful for many years to come. I have implemented many workflow and advisory practices mentioned in this course and have seen results for the business and for me individually. I always thought I would prefer the compliance manager role, however this course has provided me with a desire to move into a more advisory focus. This course has provided me with the confidence to have in depth discussions with clients and has provided me with the tools to grow and develop both professional and personally. I am blown away by the amount of information provided and am really glad I under took this course.
Overall, i believe this course is great and is an eye opener for those within the managerial capacity providing services spanning advise and compliance. This course opened my eyes regarding my duties and helped me question the way i manage overall tasks surrounding compliance, managing teams / individuals, freeing up time and task sharing. Looking at ways to outsource, delegate and utilise technology to manage my tasks can afford me the opportunity to focus on customer service (overall), strategy and team management / leadership. Furthermore, this course has helped me realise that investing time in the team now will pay off in the future because they can take the load off my time consuming tasks and therefore afford me the time required to manage overall strategy and the team.
This is a great course for those looking to step up and take the next step in their career, This is a fantastic course for Junior managers that might not have had as much management training as well as those looking to accelerate their Advisory career.
This course has helped me improve compliance workflow and understanding my roles and responsibilities as a manager. Thank you Dale for all your support
The course provides a relevant and practical approach to the steps to take to become proactive mangers in the workplace. This starts with evaluating ourselves to highlight those areas of weakness that we can then look to improve with development. It also provides the procedures to build a team at an accounting practice and the tools to manage and evaluate that team. It also highlights the steps required to offer advisory services and the ways to introduce them to your clients.
Undertaking this course has provided me with the opportunity to re-visit my goals and broadened my thought process to see where I need to be and what I need to do to achieve this. The materials provided in the course are very useful and practical and I will be using them to guide me to achieve my goals. I will recommend this course to any one who would like to take up a senior or managerial position either be in the compliance or advisory role. Thank you Dale for your comments and feedback through the course
I really enjoyed this course. It pointed out, amongst other things, just how must we can improve by being more proactive
This is a great course for those looking to step up and take the next step in their career, This is a fantastic course for Junior managers that might not have had as much management training as well as those looking to accelerate their Advisory career.
A great course that helps you consider what is important when you are trying to progress in your career.
This course is very beneficial and I would like more of our team members to complete it. One of the most beneficial parts is turning focus to be towards clients as a priority. I believe that this course will be beneficial to align all team members thinking and our goals / strategies as a firm, as well as our approach to various jobs.
Enrol Now
Path to Manager – A practical eLearning course for Senior Accountants and Managers
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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