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How an accounting firm can organize work with clients - rate 11,760 rubles. from Clerk, training 12 hours, Date November 29, 2023.
Miscellaneous / / November 29, 2023
This course is for anyone who wants to earn more in the accounting business. Do you want to know how an accounting firm can work with clients for growth and development?
Accounting services are a business, and like any business, cannot exist without clients. But it is necessary that clients not only come, but also stay, bring profit and not take over all your efforts.
2020 showed that the accounting firm’s operating strategy is the basis for survival in a crisis.
This course was made by the head of an online service for managing an accounting firm. It will give you an understanding of how to work with clients.
Course highlights: practical experience; ready-made regulations; examples, diagrams; clear language.
How the training works
Watch the lessons and learn the topic
You read notes, understand examples, and complete practical tasks.
Download materials
The authors of the course are preparing a “handout” that you can download for yourself and use in your work.
Get tested
You can test your knowledge after each lesson an unlimited number of times.
You receive a certificate
Show the employer that you have caught up in the topic.
What you'll learn:
You will be able to not only take on a client for service, but also build a comfortable long-term relationship with him
You will be able to respect your interests and not be overloaded with excessive responsibility
You will be able to establish work regulations and written agreements
You will easily build interaction schemes with clients; relationship regulations; marketing strategies
Who is this course suitable for:
Accountants
For accountants of any size who are ready to open their own accounting firm
Owners
For owners of accounting firms who are stuck and cannot build a work process that is comfortable for themselves and their clients
1. Introduction
What is the course about?
2. Features of accounting services
Why is it so important to build the right relationship with the client?
What should a client understand about accounting services and what does he expect from an accounting firm?
3. Defining a scheme for working with a client
What determines the pattern of relationships with the client
"Effort Triangle"
4. Interaction options
Option 1. Simple, but labor-intensive: everything is handled by an accounting firm
Work schedule for Option 1
Examples of accounting businesses under Option 1
Option 2. We distribute roles: the client maintains his own accounting, you work in your database and maintain his official accounting and tax records
Work schedule for Option 2
Organization of document uploading
Option 3. Advanced: Collaboration on a common base
Work schedule for Option 3
5. Agreement for the provision of accounting services
Contract for the provision of accounting services: balance between client focus and personal security
Features of concluding an agreement for accounting services
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