Outsourced accountant: a complete manual for quitting the hire - course 29,900 rubles. from Clerk, training, Date: November 29, 2023.
Miscellaneous / / December 01, 2023
Accounting services are a business that must generate income. During the course we teach you how to comfortably work as a self-employed chief accountant or move to the next step and build your own accounting company.
We need to act systematically. The experience of those who have successfully gone from a hired accountant to a sought-after outsourcer is important. If you listen to a lot of crooked advice, you will end up with a waste of energy, advertising budgets, an endless lack of time and dead nerves.
Well, any business cannot exist without customers. But it is necessary that clients not only come, but also stay, bring profit and not take over all your efforts.
The course will help you build your work with clients.
Course features: 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
At the end of the course we issue a certificate of advanced training.
What you'll learn:
- work as an LLC, individual entrepreneur or self-employed chief accountant and build your own accounting company
- create an accounting firm from scratch or improve the performance of an existing one
- easily build customer interaction schemes, relationship regulations and marketing strategies
- be able to not only take a client for service, but also build comfortable long-term relationships with him
- establish work regulations and written agreements
- respect your interests and not be overloaded with excessive responsibility
- choose the most profitable form of business, tailored to the needs of accounting outsourcing and without tax risks
Who is this course suitable for:
Chief accountants
Are you a hired accountant and want to go free? Now is the time to worry about the future.
Owners
Do you already have a small private practice, but your income is not growing and you are thinking about going back to hiring? If so, then this course is for you.
For managers
Do you want to start a new business? Create an outsourcing company, build business processes and find your clients
1. What is the course about?
2. How do accountants make money?
We determine the list of services
Selecting basic and complementary services
Why you need to buy services from us
We create a price list
Test No. 1 How can an accountant go outsourced?
3. 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?
4. To whom, how and where to sell our services
What kind of clients do we want to work with?
Which service to sell to which client?
Where to get these clients
How to create an average check
Test No. 2 How can an accountant go outsourced?
5. Defining a scheme for working with a client
What determines the pattern of relationships with the client
"Effort Triangle"
6. Options for working with clients
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
Test No. 3 Options for working with clients
7. Choosing a form of work
Type of activity, withdrawal of money from business, hiring staff
Liability and fines
8. Tax regimes
BASIC
simplified tax system
PSN
9. Features of IP
Tax holidays
Insurance premiums
10. 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
11. Profit growth and scaling
Choosing a further development path
Where and how to get helpers
How to organize work within a team
How to draw up a sales plan in order to fulfill it - market capacity and competitors
Test No. 4 How can an accountant go outsourced?
12. Learning to plan so as not to be late at work
Work plan. Why and how to do it.
We increase efficiency. Different types of tasks, working in blocks
How to manage everything. GTD, key features of the D system. Allen
13. final examination
Online meeting with a teacher
Final test