Latest Events and Programs

  1. Prepare your Practice for Sale - Your 3 Year Plan to Maximise its Value - Wed 30th May - 12.30pm to 1.30pm AEST
  2. Measuring the Right Stuff - What your firm should be focusing on in the new Financial Year.  - Wed 6th June - 12.30pm to 1.30pm AEST
  3. How to develop your coaching and training skills - A webinar for partners, managers and trainers.  - Wed 13th June - 12.30 to 1.30pm AEST
  4. 5 Steps to effectively manage clients expectations in the new Financial Year- Wed 20th June - 12.30pm to 1.30pm AEST
  5. How to make Advisors out of Accountants - The role of active listening and feedback in developing client relationships - Tues 26th June - 12.30pm to 1.30pm AEST
  6. 7 Steps to improve turnaround time through a better focus on Workflow - Wed 27th June - 12.30pm to 1.30pm AEST

New CD-ROM Coaching Programs on PERFORMANCE REVIEW and CONFLICT RESOLUTION for accounting firms. and for accounting firms. Click on the program title for further details.

Are you on the list?

Click here to view a list of just some of the accounting firms that have benefited from our webinars and workshops.

Contact Us

Business Aptitude
PO Box 700
Chatswood, NSW 2057
Australia

tel: 1300 883 789
fax: (02) 9904 8306
email: enquiry@bizaptitude.com.au

HOW CAN PERSUADE CLIENTS TO TAKE ON ADDITIONAL SERVICES?
Register for the Integration Imperative Webinar on Wednesday 12th October 2011.

Do your staff understand how they can better support your clients? Do they know how to identify client needs, introduce new services and add real value?

A recent BRW report on accounting services in 100 top Australian accounting firms highlighted that “demand for strategic and tactical work on business improvement” outstripped other services offered by accountancy firms, with 36% of firms nominating business advisory services as their fastest growing business line. Additionally, one-third of firms nominated wealth management services as one of their three fastest growing business lines.

One of the major challenges accounting firms are currently facing is how to successfully provide these services in a seamless manner. Firms are telling clients that they offer an ‘integrated’ approach, but what does this really mean? We’re increasingly working with firms that want to be more than a ‘one-stop’ shop for their clients. They actually want to combine tax, accounting, business and financial advisory services in an integrated manner to add significant value that other firms simply can’t provide.

How can you start this process with your firm? The first step is to show your team that they need not be afraid of asking questions to show interest in their clients. Then you need to ensure that all staff dealing  with clients understand the services provided by your firm. Do your accountants really understand how financial advisors add value to clients? Are they confident in persuading clients of the need for a risk assessment in relation to life or income protection insurance? Use case studies to bring your successes to life. It’s the best way to show how committed you are to adding value to your clients.

Register for our new webinar on services integration.

Training Beyond Accounting is running a 1.5 hr webinar on Wednesday 12th October to help firms develop a truly integrated approach to services and client management. In this webinar, Dale Crosby, Director of Business Aptitude will discuss:

  1. The challenges and opportunities faced by accounting firms in developing their service base.
  2. How to market your services directly to clients so that they can better understand the real benefits that an integrated approach can bring to them.
  3. How to engage accounting staff by showing them how they can add real value to their clients and more fees to the firm.
  4. What results firms can achieve through a consistent focus on internal lead generation activities.

A FIVE-STEP process proven to bring accounting and financial advisory teams together will be presented, together with feedback on how to overcome key roadblocks to integration success. A workbook will be provided.

Date : Wednesday 12th October 2011 
Timing: 12.30pm - 2.00pm AEDT
Fee : $110 standard fee, $99 for PKF Professional Practice Network Members

CLICK HERE to register for the webinar.
Or contact Dorothy Crosby on 1300 883 789.

This workshop is brought to the accounting profession by TRAINING BEYOND ACCOUNTING, specialist providers of leadership, communication and practice management training and coaching. Visit www.trainingbeyondaccounting.com.au for further information on our capabilities and experience working with accounting firms.