The trusted business advisor

Overview

These days your clients are looking for more from their accountants. They want help with their accounts, annual returns and tax, yes, but also with developing, growing and maximising their business – they want a trusted business advisor. Because you understand your client's business better than most you are well placed to take on this rewarding and lucrative role.

This course explores how you can develop stronger relationships with your clients and how you can transition from being purely a supplier of useful services to becoming a trusted business advisor. It will help you to better understand your clients’ businesses and identify areas of pain and opportunity so you can add real value. You'll also explore how keeping up with technology like CRM and enhancing communications with your clients can benefit both sides.

This course will enable you to: 

• develop a relationship, as a trusted advisor, with your clients
• add value to your client and their business so you are the first person they turn to for advice
• build rapport with new clients by establishing an accurate view of the business and the people working within it
• develop complex relationships with multiple clients through effective use of technologies such as CRM.

Key information

• learn at your own pace.
• develop your own learning needs
• exclusive member discount available
• iPad/Android compatible.

Helping accountants grow

Disclaimer: This course is available for ACCA members, you may need your ACCA membership number to complete your booking. This course and outline is provided by a third-party course provider. All course bookings are subject to the terms and conditions set by the course provider. Please see individual supplier pages for full terms and conditions. ACCA takes no liability for bookings made with third-party supplier.