Enabled by technology and an increasingly engaged public, accounting practitioners are being confronted by rapid change on a daily basis. It is becoming more challenging to know the right direction to take, or solution to implement.

My Firm. My Future is a new e-learning series of practical resources that will be rolled out during 2019 to help you prepare for the challenges and take advantage of the opportunities to build a sustainable business.

Maximising Client Potential

Engaging your clients and maximising client potential are essential for business growth. The first two complimentary courses released in the My Firm. My Future e-learning series cover:

  • building your client relationship
  • managing client perceptions
  • reviewing your client base
  • measuring and exceeding client expectations
  • identifying growth opportunities.

Module 1 - Engaging Clients

This interactive course will show you the tools and strategies to turn your clients into advocates for your business, thereby building your reputation and increasing your returns.

Module 2 - Segmenting Your Client Base

In this interactive course, you will learn how to establish a successful client relationship management process and create a growth strategy.

Select your location below to access these modules:

Australia | Global | Hong Kong | Malaysia | New Zealand | Singapore | United Kingdom

Complimentary PD course: Your sustainable firm

Our existing complimentary PD course, Your Sustainable Firm, will also assist you to assess the readiness of your practice to be sustainable for the future and provide a series of tips to help you prepare your business.

This course starts by assessing where your practice is now. You then work through five modules:

  1. Building sustainability
  2. Service offering and adding value
  3. Creating a sustainable team
  4. Leveraging technology
  5. Risk management.

The modules can be studied separately or together, and in any order.

Whether you’re a sole practitioner or a partner in a larger firm, the principles and learnings from this course should help you formulate manageable strategies to develop your sustainable and growing firm.

Access this complimentary PD course now as an online course which utilises 26 interactive video clips and an online PDF learning manual.