The BOLD Accountant Workshop

Leading business educator, Scott Charlton has issued a challenge to the
Accountants of Australia: Step up in 2017 and

“Become the complete adviser your clients need you to be”

 

The initiative, themed The Bold Accountant was launched in Brisbane on 1 March 2017, with other locations to follow. Under this initiative,  the partners and leadership teams of accounting firms are invited to participate in a business development workshop that addresses the three key issues that will determine the success or failure of accounting practices of the future.

Scott says, “This workshop addresses the critical conversations accountants need to have with their clients; the services they must offer; and perhaps of greatest importance; whether accountants have the courage to accept that their clients need more assistance.”

Scott Charlton is a director and senior business coach for Slipstream Coaching, a company which specialises in creating better accounting firms by teaching accountants how to be better business people.

Scott says he’s not suggesting that The Sky is Falling In. Nor is he suggesting that radical changes are necessarily needed.  However, he is saying that there’s plenty of evidence to suggest that the world is changing and it’s time for accountants to consider a different and importantly, better way to conduct business.

“I was an accountant in practice for 20 years and have coached practitioners for a further 15 years. I know from firsthand experience that the business model for most accountants is flawed,” he said.

He says that clients have unmet needs that go well beyond the tax and compliance services that accountants have traditionally offered.

“Client services need to extend beyond business advice.  This is because every business is operated by living, breathing people – individuals and families – who need guidance and advice about their entire financial well-being – business and personal.  They need well-considered, unbiased advice that will enable them to prosper and be financially prepared to survive a personal calamity.”

The Bold Accountant initiative is supported by a book of the same name, a series of compelling leadership comments and a half-day workshop. Enquiries for running bespoke events for specific groups of accountants are welcome.

“The purpose of the workshop is to state a case for the positive. It will outline why it makes sense for accountants to take a proactive role in advising, implementing and collaborating with other specialist advisers to address all of their clients’ financial needs.”

The BOLD Accountant workshop is suitable for accounting professionals who:

  • Are dissatisfied with the current position of their firm
  • Want to focus on growth and achieve it quickly
  • Want their firm of tomorrow to be much better than their firm of today
  • Understand that they need to transition from tax and compliance to a holistic advisory service and recognise they need help to get there
  • May be feeling burnt out, and need help to implement change, and ultimately,
  • Want to be bold and proactively provide the type of advice and services that will have clients singing their praises.

Participants will exit the 3-hour workshop with a succinct diagnostic that will clearly indicate their firm’s capabilities.

“Partners returning to their firms from the workshop will have a clear assessment of the state of play in their business.  It will both indicate the value of the workshop and leave no doubt about what action is required, starting with an honest discussion amongst the Partners,” Scott Charlton said.

For more information please contact Slipstream Coaching on 0473 491 976.

 

Here’s what participants had to say following the first workshop:

“You should come! Very insightful.”
 Johan Venter, DLA Partners
“Great enthusiasm of presenters
which motivate thinking”

Deb Smith, P+Y
“Must do it!”
Peter Johnson, The SMSF Expert
“Great to reinforce/refocus on our business,
the team and our clients”

Samara Badgery, Integrity Wealth

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