CA Business Advisory Accelerator Program

Build a sustainable and impactful Business Advisory service that will create real value for your clients.

In brief

  • Designed for public practice leaders and managers who are committed to drive value through Business Advisory
  • Learn and develop advisory skills while working through real client challenges
  • Build a practical and personalised business roadmap to help you succeed in business advisory

About the CA Business Advisory Accelerator Program

Chartered Accountants Australia and New Zealand has partnered with The Outperformer to provide leaders in public practice the opportunity to take part in a highly practical, 8-week virtual program focused on giving participants a systemised process, and skillset needed to drive business advisory and improvement services to clients.

With only 20 firms being selected for this intake, ensure you apply early for your best chance of being selected for admission.

The Outperformer is a multi-award winning management consultancy learning and development practice, specialising in transforming the performance and effectiveness of professionals and teams.

Why get involved?

The program is designed to have you exploring and applying the critical principles in building a high value Business Advisory offering; allowing you to craft your services through real-time, discussion-based sessions with expert facilitators from The Outperformer.

Using human-centred learning design principles, this program is not a series of lectures, not 'listen only' seminars, and not one-dimensional webinars. It is a stimulating, inclusive and at times challenging environment, to make sense of important Business Advisory skills, frameworks and concepts and directly link them to your role, your practice and clients.

James Carey CA"It's given us a framework which we'll use to bolster and formalise the ad hoc advisory we've been doing in the business. It gives us a strong base to build a strong advisory arm."
James Carey CA, Prime Partners

Throughout the program, participants will be working on building frameworks and a business plan tailored to their business.

George Morice CA"We are in a better position in many ways: we know how to sell ourselves better, we understand the value we can bring better, lastly we know what our consulting services will look like (and it is very different to what we thought it would look like going into the program)."
George Morice CA, Prime Partners
Tom Roberts CA"We are far better placed to grow our advisory practice due to the shift in our mindset and approach – we have recognised the limitations in our traditional approach and are committed to a more client-centric and value-based approach which clients have been very receptive to thus far."
Tom Roberts CA, HLB Mann Judd

Who is the program best suited for?

The program is best suited for leaders in small, medium and large public practices who:

  • Employ staff within their practice
  • Are currently providing business advisory services or starting your journey with small business clients
  • Are committed to implement the business plan and learnings of the program

Key Dates and information

Applications for the program will close on 26 February 2021, and will run from the 9 March - 20 May 2021. The online program includes 4 workshops, moderated peer-to-peer discussions weekly and one to one Business roadmap reviews.

The program cost is NZD/AUD $4,500 excl. GST per firm.

Program modules:

Group onboarding session – 1 hr:

This session ensures participants are aware of the required commitments and minimum standards of engagement in the program.

Module synopsis

  • Session 1 - Focus: Foundations of Business Advisory

    What is and what is not business advisory, including the standards of advisory, expectations of advisory, consultative models, and sales and marketing.

    Learning Outcomes:

    • Differentiation of advisory and being clear on what the client is purchasing in this type of service
    • Establish the standards to be an adviser
    • Establish what it means to work with your advisory firm, and standards held by your clients
  • Session 2 - The Diagnosis Phase
    • Conducting an appropriate needs analysis
    • Formulation of consultative solution
    • Ongoing review of consultative service provision
    • Sales of the diagnostic

    Learning Outcomes:

    • Know what a diagnostic is, and how it looks and feels, what it is not
    • How to sell a diagnostic and position a value creating consulting relationship, where appropriate
    • Embracing not knowing what the diagnostic will be until the client has presented needs, and developing the 'analytical process' for the issues at hand
  • Session 3 - The Ongoing Management and Refinement of Consulting Relationship

    A closer look at the transition from diagnostic to the provision of ongoing 'council'

    Learning Outcomes:

    • Applications of the consulting framework
    • Design of performance areas, performance architecture, task attribution and review
    • Exploration of required agility in the consultative journey
  • Session 4 - Ingredients that Enable Your Consulting Offering

    As the title of this session indicates, we look at aspects that empower the consultant and their business

    • Decision Making Tools for Client
    • Foundations in Operational and Business Excellence
    • Marketing & Lead Acquisition

    Learning Outcomes:

    • Exploration of financial modelling as a tool for client decision making
    • Considerations for marketing and lead acquisition as a driver for sustainable practice outcomes
    • Identification of risks and opportunities of self and practice needs

End Deliverable: Roadmap Presentation

Participants will apply their learning from the program and effectively conduct a diagnostic on their own practice, culminating in the presentation of a roadmap for the development of their offering in market. This will also include specific reflections on learnings via active diagnostics and clients acquired as a critical part of the program journey.

For information download the CA Business Advisory Accelerator program brochure below, or contact CA Catalyst on 02 9290 5650, CA.Catalyst@charteredaccountantsanz.com.

Course Dates

  • March 2021 Intake
    Onboarding:  9 March 2021, 10am AEDT 
    Workshop 1: 11 March 2021, 10am–1.30pm AEDT 
    Workshop 2:  12 March 2021, 10am–1.30pm AEDT 
    Workshop 3:  15 April 2021, 10am–1.30pm AEST 
    Workshop 4:  30 April 2021, 10am–1.30pm AEST 
    Course reflections: 10 May 2021, full day 
     
    Roadmap review*: is to take place between 13 May – 20 May 2021

    *30-minute reviews will be set up between facilitators and firms.

  • May 2021 intake
    Onboarding: 25 May 2021, 10 - 11am AEST
    Workshop 1: 27 May 2021, 10am - 1.30pm AEST
    Workshop 2: 28 May 2021, 10am - 1.30pm AEST
    Workshop 3: 24 June 2021, 10am - 1.30pm AEST
    Workshop 4: 9 July 2021, 10am - 1.30pm AEST
    Course reflections: 15 July 2021, timing to be confirmed

    Roadmap review*: is to take place between 20 July - 27 July 2021

    *2 hour reviews will be set up between facilitators and firms.

Register your interest

Complete the online application form to register your interest in the program.

Apply Now

The Outperformer

Find out more about The Outperformer.

Learn more

The CA in Residence program

Have the opportunity to apply your learnings and hone your skills by participating in our CA in Residence program, where you’ll be partnered with rapidly growing start-ups and scale-ups, in a low risk yet high impact environment as part of the CA Catalyst CA in Residence Program.

Find out more

Search related topics