by Priscilia Farantika | Dec 5, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to explore their firm’s approach to client care. What is working well? What could be improved? Learner Reflection Client care is something I believe... 
by Priscilia Farantika | Nov 30, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to develop a checklist for the development and presentation of a proposal for a Virtual CFO Client. Be sure to incorporate (a) an initial needs assessment,... 
by Priscilia Farantika | Nov 21, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a sole practitioner in public practice, to identify the top 3 issues that they have in managing client relationships. What steps could they take to address these issues? Learner... 
by Priscilia Farantika | Nov 14, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to identify what they could do now to improve the level of collaboration between administrative and technical staff within their firm? Learner... 
by Priscilia Farantika | Nov 10, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a manager in an accounting firm, to identify a business client who receives regular financial and/or management reports from the firm. Investigate how these reports are compiled,... 
