Introduction

This self-paced online course is designed to prepare new and young accountants for their future in public practice.

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The future of public practice accounting is looking quite different to the environment and culture that current managers and leaders of firms experienced when they first came into the industry, Young accountants today are taking on more responsibility for both workflow and client management, allowing more experienced accountants to focus on financial analysis and advice to clients. Accountants need to be strong communicators as well as good analysts.

HTST has developed a 16-part online learning course to help accelerate the process of learning key soft skills required to work as an accountant in public practice.

We’ll show your young accountants how to look beyond the numbers – to develop core skills of effective communication, workflow management, client relationship management, team collaboration and personal time and task management. We’ll demonstrate how they can show curiosity about numbers and clients to drive innovation in your firm, rather than simply acting as number crunchers. We’ll help them to engage with the people around them, become more proactive and take responsibility for their time and their work.

Key areas of focus:

  1. How to get real value out of this program
  2. The new world of public practice accounting
  3. How to take control of personal workflow
  4. Core actions to effectively engage with clients
  5. How to work collaboratively with business colleagues
  6. How to take control of projects, tasks and activities
  7. Develop your skills of enquiry and analysis
  8. Your personal action plan for the future

This course is suited to young accountants with up to 5 years’ experience in public practice.

The content provides New Accountants (0 to 2 years) in public practice with an insight into the world of accounting ‘beyond the numbers.’ It provides guidelines on how to take responsibility for workflow management and client relationships, at a level appropriate for your accountants’ technical ability.

For more Established Accountants (2 to 5 years), the program provides an insight into the world of accountant-analyst. It will provide your accountants with a strong understanding of what’s needed to really take control of workflow and establish a stronger client-centric focus.

This program will also benefit outsourced accountants who would benefit from a stronger understanding of the cultural and behavioural issues driving workflow and client management in 2018 and beyond.

The course is eligible for 32 CPD Hours. All registrants will have access to the course content for 12 months following registration.

 

 

Here is the course outline:

1. How to get real value out of this program

Part 1 - Program induction and orientation

2. How to get real value out of this program

Part 2 - Tips and tricks to get value from the program

3. The New World Of Public Practice Accounting - Part 1

Part 1 - The forward thinking accounting firm and what it means for you

4. The New World Of Public Practice Accounting - Part 2

Part 2 - How to better understand clients, services and value

5. How To Take Control Of Personal Workflow

Part 1 - The importance of service agreements, scope of work and fee for service

6. How To Take Control Of Personal Workflow

Part 2 - Keys to delivering work on time, within budget

7. Core Actions To Effectively Engage With Clients

Part 1 - Principles of client service excellence for accountants

8. Core Actions To Effectively Engage With Clients

Part 2 - Keys to effective verbal and written client communication

9. How To Work Collaboratively With Business Colleagues

Part 1 - What Collaboration and team engagement is all about

10. How To Work Collaboratively With Business Colleagues

Part 2 - Keys to getting things done in a timely and effective manner

11. How To Take Control Of Projects, Tasks and Activities

Part 1 - Principles of project and task management for young accountants

12. How To Take Control Of Projects, Tasks and Activities

Part 2 - How to be really productive (and it's not just about chargeable time)

13. Develop Your Skills of Enquiry and Analysis

Part 1 - How to better understand what clients really want

14. Develop Your Skills of Enquiry and Analysis

Part 2 - Move from historical analysis to future focus in working with numbers

15. Your Personal Action Plan For The Future

Part 1 - Development of personal SMART actions

16. Your Personal Action Plan For The Future

Part 2 - How to stay on track with your professional development