In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a client service administrator in public practice, to consider what needs to happen to change the way the firm deals with clients? Learner Reflection The first potential roadblock that...
Practice Management
What’s happening in the profession in relation to practice management
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...
How can I Improve the Throughput of Accounting Work?
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...
What Financial Reports Should I Provide to Business Clients?
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...
Why Don’t I Get More Referrals from My Clients?
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...