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
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...
How Do You Maximise Value of Your Input at Client Meetings?
by Priscilia Farantika | Dec 14, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to critically review 7 key steps for maximising the value of your input at client board meetings. Which of these do you do well? Do you feel that your...
How to protect your client data when outsourcing SMSF administration
by Bronwyn Smith | Dec 11, 2023 | Business Services, Practice Management, Technology
Many mid-tier accounting and financial planning firms outsource their SMSF administration, whether it’s due to overhead costs, lack of time, or the current skills shortage. Unfortunately, firms may unknowingly be putting their clients’ data at risk if they work with...
What is your firm’s approach to client care?
by Priscilia Farantika | Dec 5, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to explore their firm’s approach to client care. What is working well? What could be improved? Learner Reflection Client care is something I believe...
Bridging the Holiday Season Gap: The Strategic Hiring of Contractors
by Boobalan MAdhavan | Dec 5, 2023 | Practice Management, Team Leadership
The holiday season, with its festive spirit and celebratory mood, also brings unique challenges for financial business leaders including Chief Financial Officers (CFOs). One pressing concern is covering the staffing gaps that inevitably rise due to year-end...
Providing a Proposal to a Virtual CFO Client
by Priscilia Farantika | Nov 30, 2023 | Practice Management
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to develop a checklist for the development and presentation of a proposal for a Virtual CFO Client. Be sure to incorporate (a) an initial needs assessment,...