Scaling Your Business

Amplify your client relationships with a reboarding process that demonstrates your firm’s value. Invest just 8 hours in the Scaling Your Business course designed by the Ab2 Institute of Accounting in collaboration with Teach it Forward.

Your key to accelerated growth

100% Flexible Study online anytime, anywhere

Unrivalled Student Support by specialists
who serve only the accounting industry

Course Development Teaching by
real-world industry leaders, not academics

Deep Industry Connections Future-proof your career

Course Information

Discover best practices to help you deliver the best service to your clients in new and innovative ways, so you can help them achieve their business goals and scale your firm.

By completing the Reboarding program, you will be able to:

  • Develop and implement successful financial strategies and enhance your client relationships.
  • Document your roll out plan for this year and the next 3 with confidence.
  • Build and/or use your client list to gain a deep understanding of flow charts.
  • Work out who in your team should do this and train them to do it within 30 days.
  • Roll out the implementation to 25% of your clients within 60 -90 days.

Course Information

Discover best practices to help you deliver the best service to your clients in new and innovative ways, so you can help them achieve their business goals and scale your firm.

By completing the Reboarding program, you will be able to:

  • Develop and implement successful financial strategies and enhance your client relationships.
  • Document your roll out plan for this year and the next 3 with confidence.
  • Build and/or use your client list to gain a deep understanding of flow charts.
  • Work out who in your team should do this and train them to do it within 30 days.
  • Roll out the implementation to 25% of your clients within 60 -90 days.

Details

Price
$1490

Course Duration

6-8 hours

Access Time  

24 months

Course Modules

  • Why this course is for you?
  • What is a Paradigm?
  • OAR/BED
  • The New Age Accounting Firm
  • What your Average $ sale should look like
  • Client continuum of opportunity
  • What are the 3 boardings?
  • What does reboarding look like?
  • The ‘who’ and the goals for reboarding this financial year
  • What is a client list?
  • How do I compile it and in what format?
  • Who needs to build it?
  • What information will it give me and what can I do with it?
  • Build your client list
  • What are the 4 types of systems?
  • The First Year Flowchart
  • The 2nd year flow chart
  • The difference between Year 1 and Year 2 Flowcharts
  • The 5 Key Decisions you need to make
  • What is a template?
  • Why it is important you give your clients pre-work
  • Why we need a reboarding meeting template
  • Training on how to review your client pre-work
  • What you SHOULD say in a reboarding meeting
  • Best techniques to practice and be ready for delivering it in real time with real clients
  • What your poor lower-salaried clients are going to do before and during the process
  • What your better highly paid clients are going to do
  • What your team are going to object to
  • What the common fears of doing this are and how to overcome them
  • How to roll this out over a 3-year period to your entire client base
  • What does the training of team look like?
  • Who should be delivering these in your team and how do you get prepared?
  • Once a list is decided, how often should we meet internally and what should be discussed/covered?
  • When should you do this across a year?
  • What should we test and measure in this process?
  • Pro-active accounting firms who are keen to realize/lock in their desired fee growth for the following FY before it even starts officially.
  • Those who are tired of sending out engagement letters in batches every year and waiting/hoping for them to come back, in a reactive manner.
  • Firm owners that want to get on the front foot with their clients’ re-engagements and learn how to upsell their existing clients to utilize more of their services, and ensure that their team are already upskilled to deliver.

This course is offered to you in partnership with Teach It Forward

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Level 12
36 Marine Parade
Southport QLD 4215

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