This full day course is designed to teach effective implementation techniques including how to approach a strategic planning exercise, how to effectively analyse financial statements and how to lock clients into a regular performance review process.
Ideal for: Those to benefit most from this course are current ProfitOptimiser users looking for innovative systems and proven techniques to help grow practices and improve client satisfaction and retention
More info: Introduction
ProfitOptimiser consultation service Review of ProfitOptimiser
Features, functions and benefits Development of a ProfitOptimiser consultation process
* The ideal first consultation * Administrative forms and processes * ProfitOptimiser implementation checklists
Using ProfitOptimiser in an Accounting Firm
* Staff training and development * The compliance vs. value add concept * Using ProfitOptimiser as a taxation planning tool
How to explain ProfitOptimiser outcomes to clients
* Understanding financial covenants * Explaining ratios in terms the client can understand * Communication techniques
Using ProfitOptimiser in the Banking sector
* Understanding lending covenants * Preparing loan submissions using ProfitOptimiser
Includes: Participants receive a training manual and access to valuable resources to support their learning during and after the training Duration: Full day Prerequisites: ProfitOptimiser 1 - Getting Started Cost: $595.00 (excl GST)
Events
