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Program Outline SEGMENT-A ORIENTATION & ONBOARDING In this segment, the participants will learn key aspects of commencing own professional practice or improving the existing practice, dos and don’ts of practicing license including legal understanding of practice regime, client communication techniques, managing human resource and use of technology and transfer of information. Segment-A will consist of one session on “Business Development & Client Outreach” which will cover the following five topics: Topic-1 Choosing the right service Topic-2 Specific market and client outreach Topic-3 Legal aspects of business Topic-4 Client communication and human resource management Topic-5 Significance of technology in business SEGMENT-B CURRICULUM & TECHNIQUES This segment will consist of the following three sessions: Session-1 Compilation Services Session-2 Agreed Upon Procedures Session-3 Corporate & Tax Services In this session, the participants will be able to get understanding of the following three topics: Topic-1 Freelancing & shared services Building profiles on online platforms, the basic understanding of business models under shared services and how to improve productivity and service quality in freelancing/outsourced projects. Topic-2 Bookkeeping, accounting and CFO advisory services A comprehensive analysis of bookkeeping & recordkeeping requirements of clients and how to manage their books of accounts both onsite and offsite. And aspects needs to be considered in extending CFO advisory services. Topic-3 Technology specific software knowledge for bookkeeping A brief introduction of different accounting tools that can be used to maintain books of accounts.
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