Course Details

Strong working relationships are essential in business— but between accountants and bookkeepers may not always be easy. Misunderstandings, unclear expectations/boundaries, and different working styles can quickly lead to friction, delays, concern and stress. In a fast-changing profession where accuracy and collaboration are key, communication has never mattered more.


 This webinar explores five principles for communicating effectively helping accountants to better understand, respect, and work productively with their bookkeeping colleagues and vice versa. You’ll gain insight into what drives tension, practical ways to reduce it, and proven tools to build trust and collaboration.


By attending, you’ll learn how to turn potential conflict into professional connection — improving efficiency, client satisfaction, and the overall value your practice delivers.


In this session Kim Searle will cover the following topics:

  • Seek First to Understand – Listening actively, asking better questions, and understanding the context before responding.
  • Respect and Value Differences – Recognising different expertise, pressures, and approaches as strengths, not obstacles.
  • Clarity and Communication – Setting clear expectations, roles, and feedback loops to reduce confusion and conflict.
  • Building Trust Through Consistency – Developing credibility and reliability through communication and follow-through.
  • Shared Goals and Empathy – Keeping client outcomes at the centre and learning to communicate calmly and compassionately under pressure.


By attending this session, you will:

  • Understand the 5 principles of effective professional communication across differences.
  • Identify typical root causes of conflict
  • Learn practical communication techniques and tools for building respect and trust that can reduce rework or missed deadlines.
  • Develop confidence to handle difficult conversations calmly and constructively.
     The true benefit to the mutual client relationship


This session will be of most interest to Practising Accountants & Bookkeepers (sole practitioners, small firms, and practice teams)

 

Course level: All levels

CPD Course Speaker

Emotional Mastery Ltd

Kim Searle

Kim Searle is a dynamic Mindset Coach dedicated to helping individuals achieve emotional calm and mental balance. Passionate about personal growth, she empowers clients to overcome stress and anxiety, unlocking their full potential. Since COVID-19, awareness around well-being has grown, yet many remain unsure of its impact. Kim demystifies this by highlighting how our inner self shapes success and resilience. She believes habits, thoughts, and emotions hold hidden keys to growth and fulfilment. Her mission: to help clients reconnect with their true selves.