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In this case study scenario, your Manager is considered to be an expert on such clients. This meeting gives you the opportunity to demonstrate how
In this case study scenario, your Manager is considered to be an expert on such clients. This meeting gives you the opportunity to demonstrate how you would seek advice and guidance, not only on what you have written in your documents, but also on the decision-making processes you have made in relation to your calculations. Also, during the meeting, you are to be mindful that you are meeting with your manager, and this is your first client. In contrast to your meeting with the client, your Manager knows more about accounting than you do, and the way that you conduct the meeting should reflect this. You are, therefore, to be respectful and business-like during the meeting. Ensure that you use conventions and protocols that are appropriate when communicating with a new manager. During the meeting, you are required to demonstrate active listening and questioning techniques to elicit, clarify and confirm information including: Speaking clearly and concisely Using non-verbal communication to assist with understanding Asking questions to identify required information Responding to questions as required Using active listening techniques to confirm understanding
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