Are you a Chartered Accountant firm seeking to leverage the power of modern technology to streamline your operations, enhance productivity, and establish a strong online presence? Look no further! Our Program offers a one-stop solution to transform your CA firm into an efficient, tech-savvy organization with the implementation of Microsoft 365, the development of a dynamic website, and leveraging social media to expand your professional network.
Under this program, we provide the following services.
Understanding Microsoft 365: Unleashing its Potential for Your Firm
Our highly qualified Chartered Accountant mentor will provide a clear and concise overview of Microsoft 365, a powerful suite of cloud-based tools revolutionizing businesses worldwide. You will gain valuable insights into how Microsoft 365 can streamline your firm's processes, enhance collaboration, and drive productivity.
Comprehensive Product Insight: Empowering Your Team
Delving into the details, our mentor will provide in-depth training on Microsoft 365. Discover how each tool can be optimally used in a Chartered Accountant's Firm, equipping your team with valuable skills to improve efficiency and maximize results.
Train the Trainer Approach: Building Internal Expertise
Our Consultation Service adopts a "train the trainer" methodology, empowering key individuals within your firm to become Microsoft 365 experts. This knowledge-sharing approach ensures that your team becomes self-sufficient in managing and optimizing Microsoft 365 tools effectively.
Seamless Configuration and Implementation of Microsoft 365
Our expert team will handle the technical aspects of setting up and configuring Microsoft 365 for your firm. From user account management to security settings, we will ensure a seamless and secure implementation tailored to your specific needs. With our expertise, you can rest assured that the configuration and implementation will be seamless, tailored to meet your firm's specific requirements.
Dedicated 3 Months of After-Implementation Support
Our commitment to your success extends beyond implementation. For three months following the setup, our team will provide unwavering support, addressing any questions or concerns to ensure a smooth transition and successful integration.
Building a Dynamic Website: Showcasing Your Expertise
Enhance your firm's online presence with a captivating and informative website. Our Consultation Service includes the development of a modern website, enriched with relevant content that showcases your expertise and services. This website will be one of its kind as it is developed by CA for CA.
2 Months of Post-Sale Website Support
Once your website is live, we will continue to support your success. For two months, our team will provide comprehensive post-sale assistance, ensuring your website operates flawlessly and leaves a lasting impression on visitors.
Enhanced Visibility with Google Indexing and Analytics
Maximize your online reach with Google indexing, ensuring your website ranks prominently in search results. By implementing Google Analytics, we will provide valuable insights to guide data-informed decisions for continual improvement.
LinkedIn Page Creation and Content Support
Expand your firm's professional network with a captivating LinkedIn page. Our Consultation Service includes the creation of an impressive page and two months of tailored content support, amplifying your brand presence within your target audience.
License and Domain Costs
While you focus on your firm's growth, we take care of the technicalities. You will bear the necessary Microsoft 365 license costs and domain expenses, allowing you to maintain full control and ownership.
Tailored for Progressive CA Firms
Designed for Chartered Accountant firms aiming to integrate the latest technology seamlessly, our Consultation Service empowers you to stay ahead in a competitive landscape.
Free Initial Consultation
To get started, we offer a complimentary initial consultation. During this session, our mentor will present a detailed project plan, answer any questions you may have, and tailor the service to align with your firm's unique requirements. Schedule your consultation by contacting us at info@concepthack.com.
Prepare your Chartered Accountant firm for a successful future with our Consultation Service. Contact us now to unlock your firm's potential!
Select your mentor
using Mentor selection dropdown
Avail our free, no-obligation initial consultation, where I will discuss the project plan and address any queries you may have. Schedule your consultation by reaching out to us at info@concepthack.com.
In this series of sessions, I will explain Microsoft 365, set the expectation, and will assess the specific needs and requirements of the CA Firm to create a tailored plan for the configuration and implementation process. Based on the CA Firm's needs, I will help them choose the appropriate Microsoft 365 plan and features that will align with their goals.
In this series of sessions, I will understand the existing types of files and data maintained by the CA firm and will frame and plan the data migration process from existing systems to Microsoft 365, ensuring a seamless transition.
This series of sessions will be the foundation of your website. I will understand your firm's unique goals & objectives and your requirements and I will map them to your website development. Based on the goals, objectives and requirements, I will assist in defining the scope of the website and its overall structure, ensuring it aligns with the firm's branding and target audience. I will guide the CA Firm in creating an engaging content strategy that communicates the firm's services, expertise, and values effectively to the visitors.
In this series of sessions, I will explain the importance of a LinkedIn page and how it impacts your business. One of my roles here is to empower my client to leverage LinkedIn as a powerful networking and marketing tool for their Chartered Accountant firm. I will understand your requirements and expectation for a LinkedIn page and I will frame and set up the LinkedIn page accordingly. I will also focus on the firm's branding, online reputation and networking with potential clients and industry peers.
Additional sessions will be conducted based on the client's requirements.
Be prepared: Come to each mentoring session with a clear understanding of what you hope to accomplish and what questions you want to ask (Submit as many questions as possible during the booking process). Review any materials or notes from previous sessions to ensure you are up-to-date.
Be respectful: Treat your mentor with respect and professionalism. Avoid interrupting or speaking over them and listen actively to their feedback and advice.
Be open-minded: Be willing to listen to different perspectives and consider new ideas. Don't be defensive if your mentor gives you constructive criticism or feedback.
Be proactive: Take ownership of your own development and ask for specific guidance or support when needed. Don't wait for your mentor to tell you what to do; take initiative to explore opportunities and take action to achieve your goals.
Be communicative: Be clear and honest with your mentor about your progress, challenges, and goals. Keep them updated on any changes or developments that may impact your mentoring relationship.
Be respectful of time: Arrive on time for each session and be mindful of your mentor's schedule. If you need to cancel or reschedule a session, give your mentor ample notice (in accordance with the policy of BookTheMentor) and be respectful of their time constraints.
Be confidential: Respect the confidentiality of your mentoring relationship. Do not share personal or sensitive information about your mentor or other participants in the program without their express consent.
Genuine: Mentee agrees to provide honest and bonafide credentials during the process of registration on the BookTheMentor platform. They shall not use a fictitious identity to register. BookTheMentor is not liable if the Mentor or Mentee has provided incorrect information.
Confidentiality of credentials: Mentee is required to maintain the confidentiality of their account credentials. Any unauthorized access or use of the account should immediately be communicated to the administrator of BookTheMentor at info@concepthack.com. BookTheMentor reserves the right to close your account in case of any illegitimate and unauthorized use of account credentials.
Confidentiality: Mentee shall maintain the confidentiality of all information discussed, gathered, and addressed, not to be disclosed to any person, or entity, apart from BookTheMentor for an indefinite period during or after the duration of the Mentorship. This information includes all such information that may be sensitive and confidential in nature and may discover during the course of Mentorship.
Amounts or gifts to mentor: The mentorship program is being carried out through the BookTheMentor platform and the mentee undertakes not to pay any amounts or offer gifts to the mentor without the prior consent of BookTheMentor and report any such demands for money or gifts made by mentor to BookTheMentor.
Professional interaction: Mentor and mentee is expected to have their interaction professional in nature and agree to respect the integrity and dignity of each other during the course of program.
Harassment: Mentor and mentee shall not engage in any acts or omissions or conduct that may be construed as harassment or abuse (whether physical, mental, emotional, sexual or of any other nature)
Abuse of any other person: Mentor and mentee undertakes not to abuse, harass, threaten, defame, disillusion, erode, abrogate, demean, or otherwise violate the legal rights of any other person or entity.
Personal relationship: Mentor and mentee shall not engage in any conduct that may be construed as initiating, facilitating, contributing or encouraging the development of a personal relationship.
Misrepresentation: Mentee agrees not to impersonate any person or entity, or falsely state or otherwise misrepresent his/her affiliation with a person or entity.
Sharing of data: During the sessions, Mentor and Mentee are expected not to share any image/file/data with each other that infringes the copyright, patent or trademark of another person or entity.
Marketing of Products or Services: Mentor and Mentee undertake not to engage in advertising to, or solicitation of, other Mentee/Mentors of BookTheMentor to buy or sell any products or services.
True information: All the information provided by me before/during/after the sessions with Mentor and BookTheMentor is true, correct, accurate and best of my knowledge.
Congratulations on taking a step towards building your future. Your mentor will connect with you within 72 hours via email or via SMS or via WhatsApp to schedule the sessions as prescribed in the premium mentorship program. This is the only time when mentor will connect with you via email or via SMS or via WhatsApp; rest all the session will be conducted through BookTheMentor platform powered by Microsoft Teams platform.
If you do not receive any communication from mentor within 72 hours after purchasing Premium Mentorship Program, you can notify the mentor by clicking on " Request to Schedule" button from your program information page.
Once the mentor has scheduled the session, you will see a “Join The meeting” link on the session bar with the date and time of the session in your mentoring program on the dashboard. Click on the “Join The meeting” link to join the session. You will be redirected to the Microsoft Teams platform or You can join the meeting on the scheduled day and time by using the meeting link received in the email.
The session will be conducted on the Microsoft Teams platform.
Yes, you can request for rescheduling a session by clicking on “Reschedule the Session” button, but it is up to mentor to accept or reject the request based on his availability. It is mandatory for mentees to provide a reason for rescheduling.
The mentor will respond to the rescheduling request within 24 hours if the mentor has accepted the request. If no response is received within 24 hours from the submission of the rescheduling request, it is tantamount to a rejection of the request and the original time slot shall prevail over the requested time slots.
Click on “Request to Schedule” button, to send a notification for scheduling the session to mentor. Mentor will connect with you to schedule the session.
This is an unfortunate event. In this case, email us on info@concepthack.com. We will try our best to resolve the issue as soon as possible.
No, you cannot change mentor after purchasing the premium mentorship program.
The “Book The Mentor” platform is powered by ConceptHack and Microsoft Teams. The team at concepthack.com has developed this most technologically advanced mentoring platform and they are responsible for all the operational activities from hiring mentors, sending out emails, mentorship session management, mentorship booking management and mentorship issue/conflict management.