Introduction

Self-paced learning, 16 modules, 32 CPD hours

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As accounting firms move from a dominant focus on compliance in the work they do with clients to a focus on both compliance and advisory skills, the role of manager has never been more critical. Two types of managers are evolving in public practice, the first with the experience and ability to managing compliance work efficiently and the second with the desire and interest to transition to a stronger advisory focus. Both roles are extremely important in progressive accounting firms. 

Are your managers more suited to compliance or advisory work? What are you doing to develop their skills and capabilities to take on these increasingly specialised roles?

In this online course, we’ll help your managers to identify their core strengths and professional development pathway. We’ll outline the essential steps that effective compliance and advisory managers need to take now and in the future to achieve strong results for your firm.

This is a 16 part self-paced course delivered through HTST’s eLearning Online Portal.

Each course module will run for between 30 and 45 minutes and will incorporate an online presentation including PowerPoint notes and workbook questions. It is expected that the total time allocated to each module should be between 60 and 120 minutes. 

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

 

All content is specifically relevant to team leaders and managers in the accounting firm environment.

 

CPD: This self-paced course is eligible for 32 CPD hours

 

Modules

Here is the course outline:

1. The 4 Q approach to management

Focus on workflow, team, clients and growth

2. Uncover your strengths and motivated abilities

Understand your motivated abilities

3. Effective use of capacity as a manager

Use capacity to leverage compliance workflow

4. Key steps to improve compliance workflow

Focus on productivity and turnaround time

5. Introduction to the advisory manager

The role and responsibilities of advisory manager

6. Transition from compliance to advice

Keys to transition from compliance to advice as a manager

7. Develop client service standards

How to set and manage client service excellence standards

8. Managing scope and fees

Management of scope of work and fee for service

9. Evolution from manager to leader

Evolution from doer to manager and leader of people

10. Principals of behavioural change

Keys to drive behavioural change in your team

11. Workflow management essentials

Workflow management essentials for proactive managers

12. Principals of project management

Key principles of effective project management for advisors

13. Client needs analysis for advisors

Client discovery and needs analysis techniques for advisors

14. New advisory services for clients

Getting clients across the line with advisory services

15. KPIs for compliance and advisory managers

Essential KPIS for compliance and advisory managers

16. Measurement and reporting

Develop your own measurement and reporting process