The Complete Accountant

“But they didn’t teach me that in school!”  Why is it that accountants today are required to know so much more than the technical skills that are taught in school?  The industry is changing and soft skills such as: networking, business development and leadership are becoming just as important as technical skills if you want to advance your career.

 

The Complete Accountant Programs were developed to fill that gap of knowledge and teach accountants all of the non-technical skills necessary for each step in their career.


Reach the next level in your career faster with

The Complete Accountant Programs:

The Complete Staff

Expectations of new staff accountants are higher than ever.   Not only are new staff expected to be technically proficient, but to possess the maturity and business acumen of someone who has been working for a number of years.   The Complete Staff Program provides new staff with all of the tools necessary to develop soft skills that match the technical proficiency.

 

This 6 month program combines on-site workshops, web-based training and one-on-one coaching on the following topics:

  • Business Etiquette
  • Client Service
  • Networking Basics
  • Communication Strategies

 

To get more information about implementing The Complete Staff at your firm, please submit your email below.

 

This program qualifies for 12 hours of CPE credit.

 

The Complete Manager

Transitioning from an individual contributor role into a management position can be a difficult transition for even the best accountant.   The proper training on how to manage others and navigating different work and communication styles is crucial to the success of both the manager and the direct report.   The Complete Manager provides training on all of the non-technical skills necessary for an accountant to move into a manager position and successfully balance technical work with leading others towards the firm’s goals.

 

This 6 month program combines on-site workshops, web-based training and one-on-one coaching on the following topics:

  • Understanding personalities and motivators
  • Delivering feedback and coaching
  • Developing trust
  • Time and goal management skills

 

To get more information about implementing The Complete Manager at your firm, please submit your email below.

 

This program qualifies for 12 hours of CPE credit.

 

The Complete Leader

What does it really mean to be a leader?   It is more important than ever for partners at accounting firms to be true leaders that empower their teams to strive for the best.   Leaders posses unique skills that drive everyone at the firm to think differently about how to service clients and provide the support to each individual’s strengths that will skyrocket the firm’s growth.   The Complete Leader Program provides all of the tools necessary to take you beyond the mindset of being a “partner” and shifts your mindset to being a “leader.”

 

This 6 month program combines on-site workshops, web-based training and one-on-one coaching on the following topics:

  • Effective communication skills
  • Problem solving skills
  • Conflict resolution
  • Understanding personalities and motivators
  • Effective coaching

 

To get more information about implementing The Complete Leader at your firm, please submit your email below.

 

This program qualifies for 16 hours of CPE credit.

 

The Complete Rainmaker

If you are ready to unlock the keys to unlimited business growth potential, The Complete Rainmaker was created for you. This six month program was designed specifically to translate sales skills and fundamentals to CPAs in a way that allows them to achieve their desired business growth through training, coaching and accountability.

We recognize that sales can be intimidating, whether that means selling their own services or those of their firm, but this is necessary to move up in a career path. With the proper training and framework in place, becoming a “sales person” is actually very simple.

 

This 6-month program combines on-site workshops, web-based training and one-on-one coaching covering the following topics:

  • Sales fundamentals
  • Selling on value vs. price
  • Understanding your ideal client base
  • Prospecting basics
  • Getting the meeting
  • Closing the business

 

 

To get more information about implementing The Complete Rainmaker at your firm, please submit your email below.

 

This program qualifies for 16 hours of CPE credit.

 

 

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