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
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...
Are Job Turnaround Targets Realistic and Achievable?
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...
The Rise of Remote Work – Crafting Effective Virtual Teams
by Boobalan MAdhavan | Jan 21, 2024 | Practice Management, Team Leadership
The concept of remote work is not just a trend but, it has gained the status to become a staple of corporate culture in the modern business world. This evolution, particularly highlighted in the years leading up to 2024, has not only redefined where we work but also...
The Challenge of Cashflow Forecasting for Small Business
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...
The Strategic Role of Empowered Administrators
by Priscilia Farantika | Jan 9, 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 and consider how the administrative team can best contribute to client communication and engagement. Learner Reflection I have...
Navigating the Challenges of Solo Practice: Key Strategies for Growth and Success
by Dale Crosby | Jan 3, 2024 | Business Services, Client Management, Practice Management, Professional Development, Team Leadership, Technology
Sole practitioners in public practice are a unique breed. They are accountants, entrepreneurs, and managers all rolled into one. However, with this versatility comes significant challenges, especially when they look to grow their firms. Understanding these challenges...