Feedback on content of Training Course please

cheapaccountingcheapaccounting Feels At HomeRegistered Posts: 77
We have put together our training programme for our new starters (franchisees) and I wondered if I could ask you for a wee bit of feedback – what else you would like to see, what should be taken out etc.

The course runs over two days and covers the following (just header level):

Marketing and Practice Operations

- Getting Started
- Referrals & Selling
- Marketing - Part One
- Social Media
- Being organised
- Must dos and Must Knows!
- Your Marketing Plan – workshop to discuss your specific plan
- The first few months – how to handle the highs and lows

Technical
- First principles
- Technical Essentials
- Systems & Rules
- Limited Company
- More Limited Company
- Other Taxes
- Tax Issues
- Tax opportunities

Obviously there is a lot of content behind these headings – but what would you like to see in a training course if you were staring your own Practice?

Comments

  • RinskeRinske Font Of All Knowledge Registered Posts: 2,453
    You got the must dos and must knows, but maybe put in a must don'ts with regards to marketing/ social media as well?

    Maybe that's pointing out the obvious and you got it in there, but if not, it might be worth spending a few minutes on it?
  • cheapaccountingcheapaccounting Feels At Home Registered Posts: 77
    I do have have don'ts social media - including my five pet hates :ohmy:

    I'll have a look at marketing and see if I cover don'ts specifically.

    Great feedback - thank you. Keep it coming.

    One more thing we are working on as we speak ...

    A separate one day training course for our franchisees who have not been in Practice before covering ‘real examples’ (I say real as obviously they are not real clients figures!) of sole trader and limited company accounts.

    Topics:

    Receiving accounting records
    Preparing accounts
    Completing self assessment tax returns, Corporation tax returns, P35, VAT returns etc
    Using commercial software

    Would this be useful? What else should we include?
  • DeanDean Experienced Mentor DevonRegistered Posts: 646

    One more thing we are working on as we speak ...

    A separate one day training course for our franchisees who have not been in Practice before covering ‘real examples’ (I say real as obviously they are not real clients figures!) of sole trader and limited company accounts.

    Topics:

    Receiving accounting records
    Preparing accounts
    Completing self assessment tax returns, Corporation tax returns, P35, VAT returns etc
    Using commercial software

    Would this be useful? What else should we include?

    Can you REALLY learn all this on a one day training course? Damn I've wasted so many years :001_tongue:

    Regards

    Dean
  • cheapaccountingcheapaccounting Feels At Home Registered Posts: 77
    Dean wrote: »
    Can you REALLY learn all this on a one day training course? Damn I've wasted so many years :001_tongue:

    Regards

    Dean

    LOL I think I am getting the measure of you :001_tt2:

    All of franchisees are qualifieds and have mentoring afterwards. This is just for the ones that may be rusty on the tax forms etc from studying and need confidence built.

    So do you not think it is a good idea then?
  • MonsoonMonsoon Font Of All Knowledge FMAAT, AAT Licensed Accountant Posts: 4,069
    Fab outline!

    I would have a "things no-one really tells you about being in practice" section.

    How to deal with HMRC.
    What to realistically expect from HMRC
    How to deal with annoying/vexatious clients.
    Striking a balance between The Customer is Always Right and Not Being A Doormat.
    What level of checking (i.e. somewhere on the line between "a TB with no supporting data" and an audit) is about right and why.
    How to actually tackle a set of incomplete records in the real world (i.e. the "oh god, it's nothing like an exam question" moment)

    Etc. :)
  • cheapaccountingcheapaccounting Feels At Home Registered Posts: 77
    I would have a "things no-one really tells you about being in practice" section – I think we cover this in getting started plus the first few months

    How to deal with HMRC. – oh yes we more then cover that one

    What to realistically expect from HMRC – ditto

    How to deal with annoying/vexatious clients.- yes we have a whole section on that

    Striking a balance between The Customer is Always Right and Not Being A Doormat – yes that is covered throughout and in scope of work, selling

    What level of checking (i.e. somewhere on the line between "a TB with no supporting data" and an audit) is about right and why. – the extra new one day that we are working on would cover that

    How to actually tackle a set of incomplete records in the real world (i.e. the "oh god, it's nothing like an exam question" moment) . – the extra new one day that we are working on would cover that

    Brilliant

    Thank Jenni I think we have that covered.
  • MonsoonMonsoon Font Of All Knowledge FMAAT, AAT Licensed Accountant Posts: 4,069

    Thank Jenni I think we have that covered.

    Cool :D
  • DeanDean Experienced Mentor DevonRegistered Posts: 646
    LOL I think I am getting the measure of you :001_tt2:

    Ohhhh I doubt it. I'm like a ninja :cool:


    o do you not think it is a good idea then?

    I guess it COULD work :tongue_smilie:


    Regards

    Dean
  • DeanDean Experienced Mentor DevonRegistered Posts: 646
    Oh; there seems to be a module missing:

    How to make yourself good coffee! You will need this when dealing with complete nut jobs!

    Regards

    Dean
  • cheapaccountingcheapaccounting Feels At Home Registered Posts: 77
    Dean wrote: »
    Oh; there seems to be a module missing:

    How to make yourself good coffee! You will need this when dealing with complete nut jobs!

    Regards

    Dean

    I don't drink coffee :001_tongue: prefer tea
  • RinskeRinske Font Of All Knowledge Registered Posts: 2,453
    Please include a bit on how to make sure you get the money from your clients!

    We seem quite a few people struggling on this on the forums, so maybe a section on debtors and both credit control as well as discussing the fees at the start.

    I'm sure you got it already, but I didn't see it in there :)
  • DeanDean Experienced Mentor DevonRegistered Posts: 646
    I don't drink coffee :001_tongue: prefer tea

    We all know it's milk first - don't we?!

    Regards

    Dean

    *hides*
  • cheapaccountingcheapaccounting Feels At Home Registered Posts: 77
    Rinske wrote: »
    Please include a bit on how to make sure you get the money from your clients!

    We seem quite a few people struggling on this on the forums, so maybe a section on debtors and both credit control as well as discussing the fees at the start.

    I'm sure you got it already, but I didn't see it in there :)

    Yes we have a whole section on that in getting organised with lots of hints and tips. No point in having a business is you do not get paid :ohmy:
  • cheapaccountingcheapaccounting Feels At Home Registered Posts: 77
    Dean wrote: »
    We all know it's milk first - don't we?!

    Regards

    Dean

    *hides*

    of course it is
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