by Dale Crosby | Jul 16, 2023 | Blog
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...
by Dale Crosby | Jul 12, 2023 | Blog
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...
by Dale Crosby | Jun 13, 2023 | Blog
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners to identify how variations in scope of work are managed within the firm. Who is responsible? Are these issues dealt with proactively? What needs to change in order to take better control...
by Dale Crosby | Jun 13, 2023 | Blog
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners to reflect on key difficulties in managing client expectations, the scheduling and completion of client work and discuss what could be done to address these issues We have consistent...
by Dale Crosby | May 29, 2023 | Blog
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners to identify one recent job they completed where there was a significant client write-off and consider (a) what were the causes of this write-off? (b) What could they have done...
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