The Trusted Business Advisor
These days your clients are looking for more from their accountants, they want a trusted business advisor. This course looks at the processes, steps and technology that enable you to understand your clients’ businesses, build stronger relationships and add real value.
£150 +VAT
The Trusted Business Advisor
£150 +VAT
365 days’ access
The Trusted Business Advisor
This course is not currently available. To find out more, please get in touch.
This course will enable you to
- Develop a relationship, as a trusted advisor, with your clients
- Add value to your client, and their business so you are the first person they turn to for advice
- Build rapport with new clients by establishing an accurate view of the business and the people working within it.
- Develop complex relationships with multiple clients through effective use of technologies such as CRM
About the course
These days your clients are looking for more from their accountants. They want help with their accounts, annual returns and tax, yes, but also with developing, growing and maximising their business – they want a trusted business advisor. Because you understand your client’s business better than most you are well placed to take on this rewarding and lucrative role.
This course explores how you can develop stronger relationships with your clients and how you can transition from being purely a supplier of useful services to becoming a trusted business advisor. It will help you to better understand your clients’ businesses and identify areas of pain and opportunity so you can add real value. You’ll also explore how keeping up with technology like CRM and enhancing communications with your clients can benefit both sides.
Contents
The role
Beyond compliance
Understanding the role
Becoming a trusted business advisor
Your ethical responsibilities
Ethical traps
The benefits
The heart of the business
Understanding the client
Creating trust
How to build trust
Key components
Credibility
Reliability
Intimacy
Being trustworthy
Self-orientation
Building the trust relationship
Knowledge and trust
Active listening
Understanding your client
The client’s needs
Active listening
Business knowledge
Managing relationships
Asking the right questions
Management skills
Master the financials
Business acumen
Guidance and good decisions
Pain and opportunity
Managing client relationships
Using CRM
Building the database
CRM software
Building rapport
Treat clients as individuals
Avoiding traps and pitfalls
The right staff and skills
Business awareness
Goals and objectives
Being an advisor
Alignment with KPIs
Author
John Taylor
John is a Chartered Accountant who has spent many years advising small and medium-sized businesses across the North of England. John is the author of two industry standard textbooks: Millichamp – Auditing and Forensic Accounting. He has also written several auditing textbooks for AAT courses.
15 reviews for The Trusted Business Advisor
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Irene Awala –
Helpful.
Chew Bin Chin –
A number of repetitions on the same key points.
David Machin –
Interesting course
femida Sattar –
it was very interesting
Mike Renner –
I’m in my 60th year in employment, working for others and in various businesses of my own. I was involved in setting up Trusted Business Advisor training for accountants well over 20 years ago. This course is outstanding in that it shows the stepping stones through to being a TBA. This is a process, and as I walk a staff member through the stages at the moment, I’m concerned because youthful enthusiasm can destroy client relations. Conclusion: Walk slowly over the thin ice ……
Rakeshwar Lal –
This course was amazing that has boosted my confidence regarding dealing with clients, how we accountants can enhance our service and provided me with deeper understanding on becoming that trust advisor
Paul McConvey –
excellent
Raheel Hasan –
Good stuff, would recommend it to other accountants
Sylwia Wyborska –
This course is a good summary of knowledge in this area.
Venita M.E. Farrell-Cabey –
I have a better understanding of how I can become a Trusted Business Advisor
Lydia Hakeney –
I think it was just a little bit too long and dry. The accountant on the videos seems like a nice man, but his presentation is very dry – his tone of voice does not change and he does not appear to have any enthusiasm for his topic.
David Willder –
presenter very good
Keith Holmes –
Happy with course, gave me a better understanding of the subject area. Will definitely help with building up client base and services. Some good ideas to implement. Would appreciate some external URL links to the subject matter e.g. potential CRM systems for a practice, Case studies or College papers re the use of the trust equation etc.
Taziba Chuma –
I believe l got an eye opening here
Harold Langley-Poole –
Good content, some of the guidance relevant to a partner-level audience is presented at a rather 101 level. A balancing act of course, as the the course is applicable to a broad audience. The use of double negatives in the quizzes between the questions and the answers seems a bit geeky at times, i.e. less focused on whether the content was understood, more whether you picked-up the trick in the phraseology of Q&A.