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,...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a sole practitioner in public practice, to identify the top 3 issues that they have in managing client relationships. What steps could they take to address these issues? Learner...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to identify what they could do now to improve the level of collaboration between administrative and technical staff within their firm? Learner...
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a manager in an accounting firm, to identify a business client who receives regular financial and/or management reports from the firm. Investigate how these reports are compiled,...
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