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...
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...
by Priscilia Farantika | Mar 5, 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 10-step process for managing scope of work outlined in the Client Manager course. Identify specific actions that you can take now to better...
by Priscilia Farantika | Feb 27, 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 2 difficult clients where they feel they could improve the professional relationship. Outline what you can do, proactively to address the issue...
by Priscilia Farantika | Feb 20, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a manager in public practice, to critically review the firm’s engagement documents and consider what could be changed to turn these documents into service agreements. Learner Reflection...