Introduction

Learn how to really engage with business clients in a coaching capacity

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As experienced business professionals, you have access to lots of resources and a proven set of systems and tools that gives clients the information they need to grow their business. However, for accountants to really succeed in the advisory world, they need to do more than provide information. They need to assist and guide their business clients in the implementation process. 

In this program, we’ll take you through a step by step process to really engage with business clients in an ongoing advisory and coaching process. We’ll show you how to use technology and soft skills together in a way that adds value well beyond traditional accounting and tax work.

Course modules:

Data analytics - Interpret financial data to add value to business clients

  1. Understand the principles of financial analysis for business coaches
  2. Assess business performance and opportunities - a simple review process 

Client discovery - Have rich conversations with business clients

  1. Understand the principles of active listening for business coaches
  2. Engage your business clients in discussing their issues and needs 

Engagement - Get clients across the line with clear scope of work

  1. Show your business clients how you can help them with a strong proposal
  2. Provide a service agreement that explains what you will do and how you will do it 

Software tools - Use systems and tools effectively to deliver advice

  1. Develop internal systems and processes for leverage of coaching services
  2. Use business advisory software and tools to effectively engage with clients 

Implementation - Achieve results and stay on track with business clients

  1. Provide realistic KPIs and milestones to guide the coaching process
  2. Address client issues and roadblocks in a productive way 

All content is specifically relevant to accountants working in a public practice environment.

This program is suitable for

  • Client managers and partners who want to work more closely with business clients
  • Accountants and administrators who help to manage client relationships
  • Accounting firms that want to move beyond compliance towards a focus on advice

This course is eligible for 20 CPD Hours

Modules

Here is the course outline:

1. Data Analysis 1.1

Understand the principles of business coaching and financial analysis

2. Data Analysis 2

Assess business performance and opportunities - a simple review process

3. Client Discovery 1

Understand the principles of active listening for business coaches

4. Client Discovery 2

Engage your business clients in discussing their issues and needs

5. Engagement 1

Show your business clients how you can help them with a strong proposal

6. Engagement 2

Provide a service agreement that explains what you will do and how you will do it

7. Software Tools 1

Develop internal systems and processes for leverage of coaching services

8. Software Tools 2

Use business advisory software and tools to effectively engage with clients

9. Implementation 1

Provide realistic KPIs and milestones to guide the coaching process

10. Implementation 2

Address client issues and roadblocks in a productive way