Course Details

As we approach 2025, planning for the future has never been more crucial for bookkeepers and accountants. This webinar, Bookkeeping 2024 - Planning for 2025, is designed to help professionals elevate their practices by focusing on the core elements—known as their “business orbit”—that truly drive success. People will discover how to identify their “Vital Few” priorities to maximise impact, streamline processes, and close the gaps between where they are now and where they want to be. By refining these essential strategies, accountants will be better prepared to deliver exceptional value to their clients, grow their business efficiently, and make 2025 their most productive and fulfilling year yet.

 

Devya Athwal covers the following topics during this course:

  • The Business Orbit: Defining key business elements—clients, operations, technology, team, and personal growth—and their roles in a successful bookkeeping practice.
  • Where Are You Now vs. Where Do You Want to Be?: Performing a gap analysis to set clear, actionable goals for 2025.
  • Identifying the “Vital Few”: Understanding the 20% of actions that generate 80% of results and how to implement these high-impact changes.
  • Eliminating the “Trivial Many”: Streamlining or automating low-impact tasks to focus more time on growth and client relationships.
  • Creating a Personal and Professional Growth Plan: Setting a development framework for continuous improvement and better work-life balance.

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CPD Course Speaker

Athwal Resourcing & Coaching

Devya Athwal

Devya Athwal ACMA, CGMA, is the visionary Founding Director of Athwal Resourcing, with a distinguished career spanning over 20 years in recruitment. Over the past 12 years, she has focused on providing specialised Talent Management Services, covering everything from attracting and recruiting top finance talent to ongoing coaching and training within the workplace.

In addition to her recruitment role, Devya is an NLP Master Coach dedicated to empowering accountants to elevate their careers, secure fulfilling positions, and thrive personally and professionally. Her coaching philosophy revolves around instilling confidence and encouraging excellence, firmly believing in the transformative power of skilled guidance for individuals at all professional levels.

With experience in diverse finance positions within Blue Chip companies and SMEs, Devya brings a unique and comprehensive perspective to her role. Having personally navigated the challenges of various finance roles, she profoundly understands the accountancy industry's intricacies.

Devya's commitment to the finance community is evident through her advocacy for coaching as a catalyst for professional growth. Interacting with thousands of professionals, primarily accountants, over the years, she provides career advice and supports individuals in realising their career and life aspirations. Devya stands as a beacon for those navigating the complexities of finance careers, passionate about unlocking potential and contributing to the continuous development of the finance and recruitment landscape. Her multifaceted background, unwavering commitment to excellence, and dedication to empowering individuals make her an indispensable figure in the ever-evolving realm of finance and professional development.