Training courses to become a digitalisation and innovation consultant

The trends had already been evident in recent years; the pandemic merely acted as a catalyst: tax consultancy firms must diversify their operations for the future if they are to survive. The bread-and-butter business of tax consultancy has always been largely interchangeable; what mattered here were personal skills and contacts. As more and more providers work on automation, the tax consultancy sector is coming under pressure. How can tax consultancy be maintained as a confident, relevant sector?

During the hsp Live Talk on 29 February 2021, Daniel Terwersche, Managing Director of Kanzleistratege GmbH, and hsp Managing Director Paul Liese discussed precisely this question. To facilitate the transition to an inevitably digital future, Daniel Terwersche offers a training programme to become an innovation consultant. He and his team support tax practice firms in expanding their range of services to include a field relevant to the future. The advantages are clear: no one is as close to clients, or knows their processes and key performance indicators, as tax advisers do.

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It is not uncommon for companies to approach management consultancies, to tackle digitalisation. According to Terwersche, this move entails several disadvantages for the company. For example, a new service provider must be thoroughly trained from scratch and familiarised with the company’s processes. Furthermore, there may be sensitive figures and areas that a company is reluctant to disclose to an external service provider. Tax advisers have long been familiar with such details. It is important to capitalise on this advantage in terms of knowledge and trust.

Process documentation as a springboard

Paul Liese also wants to help strengthen tax consultancy firms. In his view, tax consultancy firms occupy a unique position. After all, hardly any other service provider enjoys as much trust as a tax consultancy firm. And no other service provider has such deep, comprehensive insights into the figures. That is why hsp offers innovation-driven firms and tax advisers further training to become digitalisation advisers. The approach: When it comes to Carrying out process documentation Tax advisers can quickly determine which measures are necessary. As a side effect, this also produces the mandatory procedural documentation required under GoBD.

As this documentation is produced in collaboration with the client, they gain a proper understanding of their own processes. Afterwards, both sides can get down to the nitty-gritty together. You can listen to every livestream in full as a podcast episode on Opti.Cast: