عرض العناصر حسب علامة : نصائح مهنية
أصبحت أدوات الذكاء الاصطناعي تلعب دورًا مهمًا في تحسين العديد من جوانب حياتنا، بما في ذلك تحسين سيرتنا الذاتية.
التدريب في مجال المحاسبة هو خطوة حاسمة نحو بناء مستقبل ناجح ومهني. إذا كنت ترغب في تحقيق النجاح في هذا المجال، فإليك بعض خطوات مهمة يمكنك اتباعها لتحقيق أهدافك كمحاسب متميز
كمحاسب حديث التخرج قد يكون الحصول على أول وظيفة محاسبية لك أمرًا مخيفًا وصعباً نظرًا لمستوى المنافسة الحالية في سوق العمل.
يعتبر الإكسل من أهم الأدوات التي يستخدمها الكثيرون في العمل والدراسة، حيث يقومون بإنشاء جداول البيانات والمعادلات والرسوم البيانية وغيرها من الأعمال المهمة.
التأجير التمويلي هو عملية تمويل طويلة الاجل لشراء الاصول (في الغالب تكون الات ومعدات ولا يمنع ان تكون مباني واراضي ايضا ) لمدة طويلة
من المهم التركيز على أهدافك وتولي مسؤولية تطويرك المهني طوال حياتك المهنية حيث يعد التطوير المستمر للمهارات والكفاءات أمرًا ضروريًا بغض النظر عن مستوى الأقدمية الذي حصلت عليه؛ بالتأكيد لا ينتهي التعلم عندما تكمل دراستك الجامعية أو عندما تكتسب ترقيتك الأولى.
يمكن أن يؤدي وجود مهارات التواصل الفعالة إلى نجاح الشركة أو فشلها. فعندما يكون لدى الشركات سياسات تواصل سيئة، أو الأسوأ من ذلك، لا يوجد لدى الموظفين اي مهارات تواصل، يصاب العملاء بالإحباط ويصبح هناك توتر بين فريق العمل. من ناحية أخرى، يضمن التواصل الفعال أن يكون الجميع في نفس الصفحة ويتحركون في الاتجاه الصحيح.
How Accountants Can Improve Communication Skills
Communication can make or break a firm’s success. When firms have poor communication policies or, worse, none at all, clients become frustrated and teams become stressed. On the other hand, effective communication ensures that everyone is on the same page and moving in the right direction.
Being able to communicate well is crucial in many areas of life, not least of all at work. But how do you improve accountant-client communication? We’re going to share a few pointers, but before we do, let’s look at why effective communication is so important.
It Promotes Transparency and Trust
Clear and consistent communication helps build trust with clients while promoting transparency. Effective communication ensures that clients know how and when you can meet their needs. Being upfront and honest about pricing or policy changes will also help you build and nurture relationships with your clients.
It Creates a Better Experience for Everyone
Communication creates a better experience for you, your staff, and your clients. With clear communication policies and procedures, you can ensure that:
Everyone is on the same page
Clients and staff know what is expected of them
Without proper communication, no one knows who is doing what or when tasks are completed. Deadlines get missed and information is miscommunicated. The resulting confusion will only frustrate clients and your team.
It Helps Build a More Streamlined Workflow
Communication can help streamline your workflow. In fact, research has shown that communication and collaboration can improve staff productivity by 20-25 percent.
When you have standard procedures in place, clients and staff will know how things work and what to expect.
Without communication procedures, it’s difficult for everyone to be on the same page and for tasks to be completed efficiently.
It Establishes Clear Boundaries
Along with improving efficiency and building trust, communication also helps you set boundaries and protect your team. Clients know what to expect from your firm and what will be expected of them. For example, communicating that your staff is only available during certain hours and days of the week can protect them from stress and burnout. Clients are made aware of your policies and should know not to expect a response from your team outside of these hours.
Establishing clear boundaries is essential in business. They can help ensure that your staff isn’t overworked or burdened with tasks or messages that eat up too much of their time.
Now that you know why communication is crucial, let’s look at how to improve client communication.
How to Improve Client Communication as an Accountant
Effective client communication isn’t accidental. Well-thought-out policies and procedures can help ensure that you, your staff, and your clients are always moving in step with one another.
Here’s how to improve client communication as an accountant.
Get It Right from the Start
Effective communication should start right away and when you’re first talking to prospects.
Ask prospects questions
Learn more about their needs
Understanding prospects and their needs can help you find the best way to serve them. Alternatively, you may find that a prospect isn’t the right choice for your firm, and their needs may be better served elsewhere.
Be Proactive About Communication
Taking a proactive approach to communication can help you avoid hiccups, confusion, and challenges later on down the road. Take this approach right from the start to ensure a better overall experience for your staff and clients.
Here are some pointers:
When onboarding clients, make sure that they understand what it will be like working with your firm. How will meetings be held (virtually, in-person or a combination)? How will you communicate, and how often? How can they communicate with you if they need help or have questions?
Be upfront, honest, and thorough when explaining your pricing. What are your fees? What’s included with your fee? What’s considered out of scope? When should clients pay and how? Pricing can often be an important consideration for clients, so be as detailed as possible to avoid miscommunication and difficulties.
Make sure clients understand what’s expected of them. How often will they need to provide information? What deadlines should they be aware of?
Communicating these crucial details early on will help minimize delays, minimize errors and prevent confusion. The more convenient and stress-free your service is, the more likely clients will be to stick around. Your staff will also deal with fewer headaches and lower workloads.
Creating or improving your onboarding can help you gather these crucial details.
Improve Your Onboarding
Onboarding is an important step in establishing client relationships. The right onboarding process ensures that everyone knows what’s expected of them and how things will work as the relationship continues.
When onboarding new clients:
Communicate how the engagement will work with your firm.
Highlight deadlines. For example, tax documents may be due at a certain date in order for your firm to complete the tax returns.
Introduce the team members to clients that they will be working with. Explain the role of team members as well as the client role.
Make sure they have access to your client portal (if you’re using one) and provide training if necessary.
If you go through the onboarding process properly, it will also be easier to keep in touch. In fact, that’s our next point.
Keep in Touch
Effective communication also means being consistent and keeping in touch with clients.
Deliver on your promises in your part of the engagement.
Give quick and simple updates to keep clients in the loop.
Communication doesn’t have to be drawn out. Clients just want to be updated on the progress and completion of tasks.
Improving your accountant-client communication will create a better overall experience for all parties. For best results, get it right from the start. Make sure that everyone is always on the same page, knows what to expect, and understands what is expected of them. If you can achieve this goal, your firm will be well on its way to success.
8 Steps for Setting Your Firm's Revenue Goals
How does your firm set its revenue goals? Do you have a process that you follow? Or is it less scientific? Following a step-by-step process, you can set revenue goals that are more attainable and in line with where your firm is today and where you want to be tomorrow.
If your firm is not thinking through revenue goals for each of your service lines before setting them, it can be challenging to hit them.
More importantly, if you’re looking for a process your accounting firm can use to set smarter, more achievable revenue goals, this eight-step process is a great start.
1. Understand Where You Are
To set revenue goals for each service line, you need to know what you’ve brought in per service line in the last year. What quarter was the busiest per service line? When did you see slowdowns? Start with as much information as you can and gather the financials you have available for the last year to determine what will mathematically make sense as a revenue goal for the following year.
2. Determine Where You Want to Be in 3-5 Years
Looking too far into the future can be a guessing game, but looking three to five years out can help determine what the next year should look like. What are your goals for the next three to five years in terms of revenue, lead generation and overall growth?
You don’t need a detailed plan for three and five years from now, but you should have a defined idea of where you want the firm to be.
3. Determine Where You Need to Be in a Year
Now that you have your three- to five-year plan, you can determine what the next year needs to look like. Your one-year plan should be detailed and include revenue goals for each service line.
4. Break Your One-Year Goal Into Quarterly Goals
Now that you have a one-year goal (and plan), it’s time to turn it into quarterly goals. Don’t simply take a service line’s goal and divide it by four to come up with your quarterly goal.
Use the historical information you gathered in step one to help you better understand what quarters you can expect new business to come in and what quarters you should be focused on existing business.
5. Determine How Many New Clients You Need
Now that these goals are broken down into quarterly and annual revenue goals, you can determine how many clients you need per service line to reach those revenue goals effectively. Remember, those clients can come from selling new services to existing clients and clients that are new to the firm.
6. Predict How Many Leads You’ll Need
Now that you know how many clients you need to generate your yearly revenue goals, you can use that information to inform how many leads you’ll need to develop. Your historical information in step one should help you with this, but other numbers like the length of your selling cycle and your close rate will help you predict this number accurately.
7. Create a Marketing and Business Development Plan
Your marketing needs to happen before you start actively selling. This ensures that when you start selling, prospects are warmed to the idea of you selling to them.
When you begin having business development conversations, your leads trust you and are prepared to buy. Your marketing and business development plans should take this into account – they should also account for the whole marketing and sales funnels.
8. Get to Work!
Now you have all the steps you need to start, and it’s time to get started. You may find that your plan needs iteration, or you need to account for new firm members as time goes on, but you should essentially be able to stick to the plan you’ve created.
With these steps in place, you’ll be able to create more intelligent and attainable revenue goals for your firm. While it may seem like a time-consuming process up-front, it will save you the time and energy of having to figure out your revenue goals on the fly, help you identify the marketing and business development activities to reach those goals, and make your goals more realistic and attainable.
The art of formulating business strategies, implementing them, and evaluating their impact based on organizational objectives
What is Strategic Planning?
Strategic planning is the art of creating specific business strategies, implementing them, and evaluating the results of executing the plan, in regard to a company’s overall long-term goals or desires. It is a concept that focuses on integrating various departments (such as accounting and finance, marketing, and human resources) within a company to accomplish its strategic goals. The term strategic planning is essentially synonymous with strategic management.
The concept of strategic planning originally became popular in the 1950s and 1960s, and enjoyed favor in the corporate world up until the 1980s, when it somewhat fell out of favor. However, enthusiasm for strategic business planning was revived in the 1990s and strategic planning remains relevant in modern business.
Strategic Planning Process
The strategic planning process requires considerable thought and planning on the part of a company’s upper-level management. Before settling on a plan of action and then determining how to strategically implement it, executives may consider many possible options. In the end, a company’s management will, hopefully, settle on a strategy that is most likely to produce positive results (usually defined as improving the company’s bottom line) and that can be executed in a cost-efficient manner with a high likelihood of success, while avoiding undue financial risk.
The development and execution of strategic planning are typically viewed as consisting of being performed in three critical steps:
In the process of formulating a strategy, a company will first assess its current situation by performing an internal and external audit. The purpose of this is to help identify the organization’s strengths and weaknesses, as well as opportunities and threats (SWOT Analysis). As a result of the analysis, managers decide on which plans or markets they should focus on or abandon, how to best allocate the company’s resources, and whether to take actions such as expanding operations through a joint venture or merger.
Business strategies have long-term effects on organizational success. Only upper management executives are usually authorized to assign the resources necessary for their implementation.
After a strategy is formulated, the company needs to establish specific targets or goals related to putting the strategy into action, and allocate resources for the strategy’s execution. The success of the implementation stage is often determined by how good a job upper management does in regard to clearly communicating the chosen strategy throughout the company and getting all of its employees to “buy into” the desire to put the strategy into action.
Effective strategy implementation involves developing a solid structure, or framework, for implementing the strategy, maximizing the utilization of relevant resources, and redirecting marketing efforts in line with the strategy’s goals and objectives.
Any savvy business person knows that success today does not guarantee success tomorrow. As such, it is important for managers to evaluate the performance of a chosen strategy after the implementation phase.
Strategy evaluation involves three crucial activities: reviewing the internal and external factors affecting the implementation of the strategy, measuring performance, and taking corrective steps to make the strategy more effective. For example, after implementing a strategy to improve customer service, a company may discover that it needs to adopt a new customer relationship management (CRM) software program in order to attain the desired improvements in customer relations.
All three steps in strategic planning occur within three hierarchical levels: upper management, middle management, and operational levels. Thus, it is imperative to foster communication and interaction among employees and managers at all levels, so as to help the firm to operate as a more functional and effective team.
Benefits of Strategic Planning
The volatility of the business environment causes many firms to adopt reactive strategies rather than proactive ones. However, reactive strategies are typically only viable for the short-term, even though they may require spending a significant amount of resources and time to execute. Strategic planning helps firms prepare proactively and address issues with a more long-term view. They enable a company to initiate influence instead of just responding to situations.
Among the primary benefits derived from strategic planning are the following:
1. Helps formulate better strategies using a logical, systematic approach
This is often the most important benefit. Some studies show that the strategic planning process itself makes a significant contribution to improving a company’s overall performance, regardless of the success of a specific strategy.
Enhanced communication between employers and employees
Communication is crucial to the success of the strategic planning process. It is initiated through participation and dialogue among the managers and employees, which shows their commitment to achieving organizational goals.
Strategic planning also helps managers and employees show commitment to the organization’s goals. This is because they know what the company is doing and the reasons behind it. Strategic planning makes organizational goals and objectives real, and employees can more readily understand the relationship between their performance, the company’s success, and compensation. As a result, both employees and managers tend to become more innovative and creative, which fosters further growth of the company.
Empowers individuals working in the organization
The increased dialogue and communication across all stages of the process strengthens employees’ sense of effectiveness and importance in the company’s overall success. For this reason, it is important for companies to decentralize the strategic planning process by involving lower-level managers and employees throughout the organization. A good example is that of the Walt Disney Co., which dissolved its separate strategic planning department, in favor of assigning the planning roles to individual Disney business divisions.
An increasing number of companies use strategic planning to formulate and implement effective decisions. While planning requires a significant amount of time, effort, and money, a well-thought-out strategic plan efficiently fosters company growth, goal achievement, and employee satisfaction.