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...
Practice Management
What’s happening in the profession in relation to practice management
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...
How Can I Better Manage Scope of Work to Reduce Write-offs?
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...
How can I Deal Better with Difficult Clients?
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...
What can I do to Better Explain Terms of Engagement with New Clients?
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...