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Firm practice management

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

How to handle poor performers

This article provides tips guidance for identifying and dealing with poor performance.

Article Driving performance Foundational

Be strategic when awarding raises and promotions

Having a solid review and reward process is a way to develop a sustainable and effective workforce. This article provides advice for a successful review period.

Article Driving performance Advanced

Competitive edge: The software vendors’ view

What will be key to success for accounting firms in the future? Accounting software makers share their thoughts in this article.

Article Practice growth Foundational

Going mobile

Ever dreamed of getting away from it all—permanently? This article shares tips on how to do just that.

Article Firm operations Foundational

Millennial women: How to woo a new generation of employees

Millennial women make ideal employees. Read this article to learn what is needed to recruit and retain this demographic of the workforce.

Article Team building Foundational

Opening a new CPA office

This article provides tips to make the process of getting started in a new location smooth.

Article Firm operations Foundational

There’s No Substitute for Quality

This article discusses the importance of quality and describes certain quality indicators and deficiencies.

Article Firm operations Foundational

The future of marketing: Thriving in a digital world

Learn how to broaden your pool of potential clients and convert online browsers to customers with digital marketing.

Article Firm operations Foundational

Recruit with Intention

This article details some important considerations to drive successful recruiting.

Article Talent recruitment Foundational

Models of success?

The ability to develop new service offerings may determine the fate of accounting firms in the future.

Article Firm business models Foundational

You made partner: Now what?

This article details factors to consider during the transition into the partner role.

Article Owner accountability Foundational

Go ahead, take the stage

This article presents dozens of tips to help CPAs shine in the public speaking spotlight.

Article Communication Intermediate