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Last updated on 2024年7月10日

Here's how you can ensure your ideas are heard as an accountant in team settings.

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In team settings, accountants often face the challenge of having their voices heard. Whether you're presenting a financial analysis or advocating for a process improvement, it's crucial that your ideas gain the recognition they deserve. By employing specific strategies, you can enhance your communication, ensuring your insights and contributions are not only heard but also valued by your team.

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Ammar S.
Jean-Philippe Lejeune

CFO, Snowdon Partners

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1 Speak Clearly

When presenting your ideas, clarity is key. As an accountant, you're well-versed in complex financial concepts, but your team may not share the same level of expertise. Use plain language to articulate your points and avoid jargon that could confuse your audience. Explain accounting terms like 'accruals' or 'EBITDA' (Earnings Before Interest, Taxes, Depreciation, and Amortization) in simple terms. This approach will make your ideas more accessible and easier for your team to engage with and support.

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Ammar S.
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To ensure your ideas are heard in team settings, you need to develop strong communication skills, understand your audience, use data and visuals effectively, build relationships, choose the right timing and setting, engage and involve others, showcase past successes, stay persistent and positive, and seek mentorship and allies. Develop clear, concise language, confidence, and active listening to build a collaborative environment. Prepare thoroughly by gathering relevant data, anticipating questions, and practicing. Customize your message to resonate with your audience and use data-driven examples and visual aids. Build strong relationships with colleagues and superiors and work collaboratively to foster a team-oriented mindset.

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2 Be Confident

Confidence is contagious and can significantly influence how your ideas are received. Before you share your thoughts, prepare thoroughly . Understand the ins and outs of your proposal, anticipate potential questions , and have data to back up your points . This preparation will not only boost your confidence but also demonstrate your commitment and expertise to your team, making it more likely that they'll listen to and trust your accounting insights.

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3 Time It Right

Timing can be as important as the message itself. Look for the right moment during a meeting when the discussion is relevant to your idea. Avoid interrupting others or forcing your point during unrelated topics. If the meeting agenda is packed, consider requesting a specific time slot to present your accounting perspective. This ensures that your team's attention is focused and that you have the floor to articulate your proposal without being rushed.

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Jean-Philippe Lejeune

CFO, Snowdon Partners
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More than timing, the preparation of a meeting is key. If you arrive prepared with a clear idea of the outcome of the meeting, you’ll think ahead of how to explain complex concepts. Take the opportunity to involve one of your team in the explanation.

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4 Listen First

Active listening is a powerful tool in ensuring your ideas are considered. By paying close attention to your teammates' suggestions and concerns, you demonstrate respect and openness. This reciprocal approach can build rapport and make others more receptive to your accounting insights. When you do speak, reference the points made by others to show that you value their input and have considered it in the context of your own ideas.

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Jean-Philippe Lejeune

CFO, Snowdon Partners
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A good way to ensure what you tried to communicate is understood, is using back brief. Make people restate what you just explain in their own words.

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5 Visual Aids

In accounting, numbers tell a compelling story. Utilize visual aids like charts, graphs, or spreadsheets to illustrate your points. Visuals can make complex data more digestible and highlight the significance of your analysis. When creating these aids, ensure they are clear, concise, and directly related to the topic at hand. A well-designed visual can be a persuasive tool that draws attention to your ideas and facilitates understanding among non-accountants.

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6 Follow Up

After the meeting, follow up with your team to keep the conversation going. Send a summary email reiterating your main points and how they can benefit the team or company. Offer to answer any additional questions or provide further clarification if needed. This follow-up demonstrates your commitment to your ideas and keeps them at the forefront of your team's mind, increasing the chances that they will be acted upon.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Here's how you can ensure your ideas are heard as an accountant in team settings.

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1 Speak Clearly

2 Be Confident

3 Time It Right

4 Listen First

5 Visual Aids

6 Follow Up

7 Here’s what else to consider

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