The Trusted Business Advisor

by

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.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

The Trusted Business Advisor

£100 +VAT

4 CPD hours 120 days’ access
Use ACPD101 for 10% off any purchase.

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

How it works

Author

John Taylor

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.