Soft Skills Video Series

In 10 minutes or fewer, get a foundation for developing the soft skills for accountants that drive advisory success.

To thrive in advisory, accountants need more than technical knowledge—they need interpersonal skills, especially client relationship skills, and the confidence to navigate challenging conversations. Get the basics here.

botkeeper soft skills video series

Advisory success isn’t just about knowing the numbers—it’s about knowing how to talk about them.

This video series is designed specifically for accountants and bookkeepers looking to elevate their advisory impact. Through bite-sized, practical lessons, we cover essential communication skills in accounting among other important topics. No fluff—just real-world skills that help you build trust, communicate clearly, and drive meaningful results for the businesses you serve. Whether you’re working on conflict resolution with clients or refining your ability to listen, respond, and lead, this is the kind of professional development for accountants that actually moves the needle.

Once you've checked out the videos below, boost your capacity for advisory by getting the bookkeeping automated with Botkeeper. At just $69 per client per month, there's no risk to getting started NOW.

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Active Listening

Active listening enhances communication and saves time. It’s the gateway to many other soft skills that will enable your client relationships and make your advisory engagements a success.

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Clear Communication

Clear communication is the ability to get your point across without confusion, frustration, or endless follow-up emails. Whether you're explaining financials to a client, sending an email to your team, or giving feedback in a meeting, clarity is key.

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Empathy

Empathy doesn’t show up in a spreadsheet, but it’s key to strong client relationships. Recognizing unspoken feelings builds trust, loyalty, and better outcomes—making every client conversation more meaningful and effective.

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Time Management

Time management is a crucial soft skill—especially in accounting firms. It’s not about being busy, but being intentional. Work smarter, not harder, and turn productivity into real, measurable impact.

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Conflict Resolution

Conflict resolution is a skill every professional needs—but few enjoy. Disagreements are inevitable; what matters is how you respond, communicate clearly, and move forward with respect.

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Critical Thinking & Problem Solving

Critical thinking and problem solving go hand in hand. These skills help you evaluate options, make informed decisions, and become the go-to person when clients or teammates face tough challenges.