Remote work and AI have changed the game. Navi helps young professionals learn client-facing skills faster, without judgment.
With remote work and AI shifting the accounting landscape, Navi helps young professionals turn client-facing skills into their competitive edge.
If you’re in your 20s and starting your career in accounting, chances are you’re working remote, learning on the fly and already seeing AI reshape the job you thought you signed up for.
Maybe your manager doesn’t have time to answer your questions. Maybe you don’t even know what questions you should ask.
Truthfully, the path your manager took isn’t even really available anymore. The entry-level tasks of the past, like bookkeeping, are being automated. Nowadays, you’ll need a different set of skills to succeed. A set of skills that many of your senior colleagues still haven’t developed themselves.
What’s left — and what can make you stand out — is how you talk to clients.
We’re all still learning how to bring value to our clients.
And Navi can help.
Navi, the software I developed for XcelLabs, helps CPAs of all ages and skill levels learn how to have better conversations with their clients.
A lot of the time, the way you learn how to talk to clients is by overhearing more experienced people having those conversations in the office. But if you’re a young professional working remotely, it’s rare that you get to be in the room where it happens.
So, how can you learn to have productive advisory conversations as a 25-year-old? (Especially when you’re not even sure that your colleagues are always the best role models.)
You can go to training sessions and conferences, I’m not discounting the value of more traditional learning opportunities. But you won’t get personal coaching and individualized feedback in those kinds of environments.
That’s what Navi is for.
To use Navi, you upload a recording of any professional conversation you’ve had recently, like an advisory session with a client or even an internal presentation to your colleagues.
Sit back, while Navi…
Analyzes your communication style and your audience’s response
Provides instant feedback, including clear scores that measure your performance
Explains how you came across to other people, with insights in key areas like empathy, engagement, strategic insight, and vision alignment
Answers your questions with personalized advice based on your communication style
The idea is that if you’re a next-gen professional who’s never had these kinds of conversations before, you could talk to Navi behind the scenes and improve yourself.
Navi makes learning vital communication skills easier.
You don’t have to worry about bothering your boss with questions. You don’t have to feel ashamed that your boss is critiquing how you showed up in front of a client.
Navi isn’t judging you. It’s a tool that understands your specific situation and provides unbiased feedback. Nobody is going to see what it says to you, either. They’ll only see the zoomed-out report with its high-level feedback. Your conversation — the questions you ask and the advice Navi provides — stays private.
Unfortunately, you don’t have the luxury of spending the next 10 years getting your feet wet as a CPA and slowly learning how to have advisory conversations along the way. AI is already reshaping your role, and the only way to stay ahead is by mastering the one thing technology can’t replace. Human connection.
Navi gives you a private, judgment-free zone to build those skills today before your clients (and your career) move on without you.
