From the eLearning Trenches
What Software Do You Use to Deliver Business Advisory Reports?
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to review the use of software used to provide business advisory reports. What can the firm do to improve internal capability? Learner Reflection We use 3...
What can You Do to Stay Focused on Urgent and Important Actions?
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an experienced bookkeeper, to consider what they could do better to manage their task list and stay focused on client priorities. Learner Reflection I rarely look at the goals between...
How can a Young Accountant Help the Firm Manage Client Expectations?
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a graduate accountant in public practice, to consider what they could do, as a young accountant, to help the firm manage client expectations in relation to engagement, communication and...
What Challenges do You Face in Keeping Business Advisory Client Relationships Fresh?
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to identify 3 challenges that they have faced in keeping client relationships fresh in relation to business advisory services. What could they do...
How Can I Better Manage Scope of Work to Reduce Write-offs?
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to review the 10-step process for managing scope of work outlined in the Client Manager course. Identify specific actions that you can take now to better...
QuickBytes
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How can I Deal Better with Difficult Clients?
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to identify 2 difficult clients where they feel they could improve the professional relationship. Outline what you can do, proactively to address the issue...
What can I do to Better Explain Terms of Engagement with New Clients?
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a manager in public practice, to critically review the firm’s engagement documents and consider what could be changed to turn these documents into service agreements. Learner Reflection...
How can I Improve the Throughput of Accounting Work?
In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a senior manager in public practice, to consider what they could do differently to better manage their workflow, especially in relation to throughput. Learner Reflection As I mentioned...
