In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a Graduate Accountant, to Identify one recent job they completed where there was a significant write-off and consider: (a) what were the causes of this write-off? and (b) what could...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners to review their firm’s processes for client engagement. What could be done to encourage more communication and real engagement with clients during this process? Learner Reflection Our...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners to provide feedback on their firm’s policies for staff training. What formal training is provided to team members? Is this sufficient for their professional development needs? Do they...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners to develop a simple process to identify and nurture client advocates – those clients who will refer the firm to other clients when the opportunity arises. Learner Reflection We already...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners to reflect on their firm’s reporting process for Virtual CFO clients. What’s working well, what could be improved? Reflection We use Fathom to prepare reports for clients. Reports...
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