Recommended: Two Days
To attend: Partners and prospective owners
Upgrade is a two day intensive and interactive training programme ideal for accounting firms to sponsor. This course is intended to reinvigorate firm owners and prospective owners.
Upon completion, attendees will have developed a personal development and action plan and have a perception of service and billing like never before.
The format will include training through personal presentation, film and group discussion including case studies.
This course is for all partners and those who aspire to be firm owners or salaried partners
This two day interactive course includes:
- Exploring threats and opportunities
- What successful firm owners are doing
- Exploring how the accounting firm can increase profitability
- The power of client meetings including the 7 essential client meetings
- How to personally deliver outstanding client service – and derive greater job satisfaction
- How to discuss prices with clients – avoiding the trap of under billing
- The essential ways to drive efficiency and improve job profitability
- Benchmarking and KPIs that drive results
- Essential [new] skills for giving business advice (4 hours):
- Understanding and engaging with the four roles of management
- The lifecycle of a business
- Questions that open up the client to want more from you
- Mind the gap – How to build valuable personal relationships
- Personal marketing that guarantees to win new business
- Improving one-on-one staff management
- Developing the personal plan