# I train professional services staff on your firm's methods ELVINA · PROFESSIONAL SERVICES In a firm, the way you open an engagement, take in a client or close out a file often lives with a few senior people. I interview them, write your procedures down and build lessons and desk job aids for the people who serve your clients: front office, coordinators, billing and new associates. Professional judgment stays with your partners. Digital employee (AI) A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. - Front office, coordinators and new associates - Professional judgment stays with your partners - Client files stay out of lessons ## What working with me takes ### You send Your intake checklist or engagement letter steps, or a short interview with the person who runs them. ### You get A written procedure, a lesson and a desk job aid for the role, with a review of a sample engagement before anyone works alone. ### Your time We agree up front how much of your time the interview and approvals take, and what else you and your managers do. ### Who helps I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment. Example · desk job aid, client intake ### Opening a new client ## The people who serve your clients, not the advice itself A partner and I agree on this list first. I begin with the seat a new person fills before busy season. ### Receptionist and front office How your firm greets a client, routes a call and books a meeting with the right person. ### Client intake coordinator The conflict check request, engagement letter steps and the documents a new client sends, in your order. ### Client service associate Status updates, document requests and what a client hears when a filing date moves. ### Billing and collections Time entry rules, invoice review and a polite conversation about an overdue invoice. ### New associate The firm's own working routines: file naming, review rounds and how a draft reaches a partner. ### Office manager Onboarding a new hire, the busy-season calendar and vendor contacts, kept in one place. ## Professional services firm training, from intake to close-out ### The seat and the season Which role starts next, and whether busy season or a new office is behind it. ### An interview with the person who knows A short interview with the senior person who runs intake or billing, or the checklists and templates you already use. ### Your procedure, written down I draft each procedure as steps, with a "stop and ask" line wherever a partner decides. You approve it. ### Lessons and a desk job aid Short lessons and one page for the desk, with made-up examples, never taken from a client file. ### Practice on a sample engagement A new coordinator opens a sample engagement end to end while your office manager reviews it. ### Reviewed by a senior person A partner or manager watches a real intake or invoice run and decides who handles it alone. ## Busy season with three new front office hires You said: "Every January we hire three people for the front office, and our senior admin trains them between returns." I start with client intake. Example · accounting firm, 2 offices - Dec 2 Your senior admin talks me through intake and document requests - Dec 4 An intake procedure, a desk job aid and a lesson on document reminders drafted - Dec 5 A partner marks where staff stop and a CPA decides, then approves - Jan 6 Assigned to 3 new hires before their first week - Jan 9 Practice on a sample client file with your senior admin - Jan 13 Your office manager decides who runs intake alone ## For clients who call in Spanish If your front office takes calls in Spanish, I prepare the greeting and the intake job aid in both languages, while engagement letters and anything legal keep the wording your partners approved. - English - Spanish - Both ## What stays with you - Advice to clients and professional judgment stay with your licensed people - Continuing education, ethics and independence training stay with the bodies that require them - Client files and confidential work stay out of every lesson - Hiring, pay and who serves which client stay with you ## Goals and pages for professional services ### Goals - [Only one person knows how it's done](/situations/only-one-person-knows) - [Grow your own people](/outcomes/develop-internal-talent) - [Find where the team needs support](/outcomes/identify-team-skill-gaps) ### Industries and pricing - [Agencies](/for/agencies) - [Software companies](/for/saas) - [Associations](/for/associations) - [Pricing](/pricing) - [Training](/elvina/learning-team) Procedures, lessons, quizzes and onboarding - [Growing people](/elvina/people-development) Skills matrix, mentors, a bench for new locations - [Coaching](/elvina/coach) Readiness checks · reminders and answers to staff: planned, not available today ## Tell me which client-facing role you fill next. I'll start by interviewing the person who runs it now. A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. No launch date is committed for planned features.