How does effective client communication propel your accounting business forward? Effective client communication is critical for the success and growth of any accounting firm in a competitive business environment. Strong communication practices not only foster trust...
Practice Management
What’s happening in the profession in relation to practice management
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?
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?
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?
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?
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...
What are Your Key Challenges with Delegation and How can You Resolve Them?
by Priscilia Farantika | May 14, 2024 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a young partner in public practice, to identify and consider the key challenges they have with effective delegation. Learner Reflection Key Challenges with delegation for me Lack of...