What you'll get from this course

  • Become more confident and proud of the work you do for clients

  • Increase client satisfaction and retention

  • Improve team performance and reduce reliance on the partners

  • Increase revenues and profit through better client management

  • Develop scalable systems in client management

This course has been...

designed by experienced business people who have managed complex relationships with major, demanding clients and worked for over two decades with ambitious Accountants so they can grow their businesses

Course curriculum

    1. Welcome!

    2. Start Listening, Ask Questions: Video

    3. Start Listening, Ask Questions: Workbook

    4. Role-play Exercise

    5. Module 1 Quick Quiz!

    1. Support Your Client: Video

    2. Support Your Client: Workbook

    3. Short Exercise

    4. Quick Quiz!

    1. Understand Client Goals: Video

    2. Understand Client Goals: Workbook

    3. Short Exercise

    4. Quick Quiz!

    1. Challenge Yourself and Branch Out: Video

    2. Challenge Yourself and Branch Out: Workbook

    3. Short Exercise

    1. Getting to Know Clients - Building Structures: Video

    2. Getting to Know Clients - Building Structures: Workbook

    3. Short Exercise

    4. Quick Quiz

    1. Dealing with an Awkward Start: Video

Who is this course for?

This course is for growth-minded Accountants who want the confidence that their clients are properly taken care of so they can build the business on strong foundations.

Instructor

Mark Ferris

Chairman & CEO Panalitix

Mark is an entrepreneur who has founded, built and 'exited' numerous businesses realizing success for shareholders, employees, customers and acquirers. He has a particular interest in software, solutions and service businesses and frequently writes on related topics.