by Priscilia Farantika | Feb 13, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a senior manager in public practice, to consider what they could do differently to better manage their workflow, especially in relation to throughput. Learner Reflection As I mentioned...
by Priscilia Farantika | Feb 6, 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 which forms of financial analysis they provide to business clients. How effective are these reports in assisting business clients to make the...
by Priscilia Farantika | Jan 30, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a senior manager in public practice, to consider how they could improve referrals from clients. Develop a process to identify client advocates – those clients who will refer you to...
by Priscilia Farantika | Jan 23, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to identify reasonable turnaround time targets for the most common workflows in their firm. Are these targets in place? Are they achieved...
by Priscilia Farantika | Jan 16, 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 way they complete cashflow forecasts on behalf of business clients. What went well? What could be improved? Learner Reflection Yes, we have...