Accountants 101:

What accountants do, for whom, and why

Our training helps your team to tune into the world of accountants, helping them to have better conversations, build better relationships, and create outstanding products

Unlocking the potential of accountants

Our Accountants 101 course equips your team with the essential knowledge to understand the critical role accountants play in the business world. We'll explore the specific services accountants offer and their significance, highlighting how software solutions are increasingly important to their delivery and efficiency.

Additionally, we'll examine the challenges and issues accountants face, the dynamics of different-sized firms, and why some messages and approaches may fall on deaf ears.

Course outcomes

By the end of this course, participants will understand:

  • The Role of Accountants: Discover the diverse responsibilities of accountants, from financial reporting and analysis to tax preparation and auditing.

  • Who Accountants Serve: Understand the wide range of clients accountants work with, including individuals, businesses, non-profit organisations, and HMRC.

  • The Importance of Accounting: Explore the critical role accountants can play in financial decision-making, transparency, and economic stability of their clients.

  • See Where Your Business Fits In: See how technology supports what they do, and where your products and services actually fit

  • How To Improve Your Go To Market: Be able to review your sales and marketing approaches in a new context

Who is it for?

Our course is designed for professionals in all departments and at all levels of experience:

  • New to Accounting: Gain a comprehensive introduction to the accounting landscape and learn essential industry-specific nuances.

  • New Hires: Onboard your new team members quickly and efficiently, fostering empathy and empowering them to excel in their roles.

  • Experienced Professionals: Refresh your knowledge in the evolving demands of the accounting profession. Refine your expertise and nurture valuable client relationships.

  • Leadership Teams: Improve your understanding of accountants' goals and challenges, enabling you to create strategies that align with their priorities.

We’ve had over 500 graduates of accountants 101 globally…

…from senior leadership teams to brand new recruits, and from every department including sales, marketing, product and technical development.

Course modules

Part One

Why accountants exist - the challenges of being in business

Part Two

Accountant’s services: from compliance to advisory and beyond…

Part Three

The accountants technology map

Part Four

(Optional extra) - Understand the clients, understand the firm

Course format

Flexible Learning Options:

Choose between online and in-person formats to suit your schedule and preferences.

Cost-Effective:

Our in-house training model provides a budget-friendly solution for businesses of all sizes. Prices start from £1,750

Optimised for Small Groups:

Class sizes are perfected for up to 8 people to ensure maximum engagement and interaction.

Ready to transform your team's understanding of the accounting world?

Enquire about our Accountants 101 training course today and empower your team to build stronger relationships, deliver exceptional value, and achieve success in the accounting market.