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The Proactive Accountant – Take Control of Workflow and Clients

The Proactive Accountant – Take Control of Workflow and Clients

16 Modules
32 CPD Hours
AUD $1,320.00 Per learner

Course Outline

This is a self-paced online course. Learners can register at any time and have 12 months to complete the course.


Today, existing jobs are being redefined and new ones created as accounting firms seek to create greater efficiencies of production and better value of service. Accountants need a broad range of skills to succeed, with more emphasis on proficiency in personal leadership, communication and technology than every before.

The PROACTIVE ACCOUNTANT takes on responsibility for job budgets and workflow. They strive for stronger engagement with clients. They look for opportunities to develop their communication skills. They collaborate with colleagues and know how to work closely with their manager to achieve targets. Finally, they take control of their time and adopt a proactive approach to professional development.

What’s the course all about?

The PROACTIVE ACCOUNTANT self-paced eLearning course is designed to accelerate the process of developing the communication, workflow and organisational skills necessary for success in a technology-driven and client-focused environment.

We’ll show your accountants how to really take control of their time, their clients and their workflow – to develop core skills of effective communication, workflow management, client relationship management, team collaboration and personal time and task management.

How does it work?

The PROACTIVE ACCOUNTANT course consists of 16 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 is available anywhere, anytime through our eLearning portal. Visit www.hightechsofttouch.matrixlms.com

Who’s it for?

This course is suitable 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 completed their CA or CPA qualifications.


This course can be purchased as a 16-module complete course or in 4-module parts. Click below to view or purchase each part. Otherwise, click on ENROL NOW to proceed with your purchase of this course.

Part 1 – Job budgeting and workflow management  
Part 2 – Client Engagement and Communication
Part 3 – Team engagement and support 
Part 4- Productivity and Professional Development 



Course Content

A. Job budgeting and workflow management

  • How to understand service agreements and scope of work
  • Develop and implement your job budgets
  • Principles of effective WIP management
  • Key workflow issues and solutions

B. Client Engagement and Communication

  • Develop your personal client service charter
  • Keys to effective written communication with clients
  • Use active listening to understand client needs
  • Beyond the numbers –from historical analysis to future focus

C. Team engagement and support

  • What collaboration and team engagement is all about
  • How to work effectively with administrative staff
  • Keys to managing the relationship with your manager
  • Keys to effective team meetings and projects

D. Productivity and Professional Development

  • How to be really productive (it’s not just about chargeable work)
  • Keys to getting things done in a timely and effective way
  • Develop your SMART action list for personal growth
  • How to stay on track with your professional development

CPD – Each module is worth 2 CPD hours.

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:





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

The Proactive Accountant – Take Control of Workflow and Clients

The Proactive Accountant – Take Control of Workflow and Clients

16 Modules
32 CPD Hours

AUD $1,320.00

Number of learners

If purchasing for ‘myself and others’, the number of learners should reflect the number of staff you wish to register for the course.

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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