In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a client service administrator in public practice, to consider what types of client segmentation their firm undertakes and whether this results in new service opportunities? Learner...
Practice Management
What’s happening in the profession in relation to practice management
What can You do Encourage the Team to be more Proactive in Dealing with Clients?
by Priscilia Farantika | Apr 9, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a client service administrator in public practice, to consider what needs to happen to change the way the firm deals with clients? Learner Reflection The first potential roadblock that...
What Software Do You Use to Deliver Business Advisory Reports?
by Priscilia Farantika | Apr 2, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to review the use of software used to provide business advisory reports. What can the firm do to improve internal capability? Learner Reflection We use 3...
What can You Do to Stay Focused on Urgent and Important Actions?
by Priscilia Farantika | Mar 26, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an experienced bookkeeper, to consider what they could do better to manage their task list and stay focused on client priorities. Learner Reflection I rarely look at the goals between...
How can a Young Accountant Help the Firm Manage Client Expectations?
by Priscilia Farantika | Mar 19, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a graduate accountant in public practice, to consider what they could do, as a young accountant, to help the firm manage client expectations in relation to engagement, communication and...
Simplifying 4 Common Challenges for Accounting Firms
by Boobalan MAdhavan | Mar 18, 2024 | Practice Management, Team Leadership
The accounting landscape has to overcome various challenges, from technology integration to cybersecurity, accounting businesses must remain agile to thrive. However, many hurdles have simpler solutions than might appear at first glance. Here’s a breakdown of four...
What Challenges do You Face in Keeping Business Advisory Client Relationships Fresh?
by Priscilia Farantika | Mar 12, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to identify 3 challenges that they have faced in keeping client relationships fresh in relation to business advisory services. What could they do...