Talking about client support and communication.
Maintaining your Procedures
Documenting your firm’s procedures is a big job - and one you don’t want to ignore. And, much as I hate to be the bearer of bad [...]
Handling Source Documents – Keeping it Straight
The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. [...]
Preventing Scope Creep: Managing Client Support
Managing client support is vital to your profitability on fixed fee engagements. What is client support? Client support refers to the work performed by your firm when [...]