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How can You Effectively Manage Interruptions to Get Things Done During the Day?

How can You Effectively Manage Interruptions to Get Things Done During the Day?

by Priscilia Farantika | Jun 18, 2024 | Practice Management

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to consider what they could to reduce interruptions during their workday. Consider email and phone communication, meetings, office conversations, urgent...
How Does Your Firm Deliver Virtual CFO Services? What Could be Improved Now?

How Does Your Firm Deliver Virtual CFO Services? What Could be Improved Now?

by Priscilia Farantika | Jun 11, 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 core virtual CFO services that their firm currently provides. What software platforms and people are used to deliver these services. What...
How can You Move Client Conversations from Financial Reporting to Strategic Planning?

How can You Move Client Conversations from Financial Reporting to Strategic Planning?

by Priscilia Farantika | Jun 4, 2024 | Practice Management

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to consider how they can more effectively move clients financial reporting to business advice and strategic planning Learner Reflection As part of this...
How can You Use Benchmark Data to Add Value to Business Clients?

How can You Use Benchmark Data to Add Value to Business Clients?

by Priscilia Farantika | May 28, 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 benchmark data available to their firm. To what extent do they believe this data is used for the purposes of financial analysis and...
What Actions Best Reflect Your Firm’s Approach to Managing Client Relationships?

What Actions Best Reflect Your Firm’s Approach to Managing Client Relationships?

by Priscilia Farantika | May 21, 2024 | Practice Management

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to consider how staff behaviour reflected the firm’s approach to client relationship management. Learner Reflection We try to be a client centric...
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