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.
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Achieve elite status
Describes 10 principles firms can apply toward building a winning team, from the viewpoint of a businessman and former Navy SEAL.
Article Human capital Foundational
Build business with "cost-cutting" reviews
With a good plan and execution, microengagements can pay off for clients and small firms.
Article Client retention Foundational
How to Be a Collaborator
How can you come off as the collaborator? This blog post shares four ways to inspire collaboration or collaborative leadership.
Article Collaboration & partnering Foundational
A Strong Professional Network is an Invaluable Resource
Building strategic alliances is one key outcome of a strong, trustworthy professional network. This blog post discusses the importance of building strong networks.
Article Collaboration & partnering Foundational
The invisible elephant and the pyramid treasure
A transpersonal leader fully considers the needs of all stakeholders rather than their own ego. This report explores the steps to transpersonal leadership.
Report Motivating & inspiring Advanced
Presenting Financial Information with Impact
This course shows you how to present financial information with credibility and flair.
Course – Online Communication Foundational
Building a Cybersecurity Practice
The PCPS Cybersecurity Toolkit provides learning resources, training and other to use with clients to assess their needs for cybersecurity resources.
Tool Cybersecurity Intermediate
AICPA Code of Professional Conduct
The AICPA Code of Professional Conduct provides guidance and rules to all members in the performance of their professional responsibilities.
Tool Ethics, integrity & professionalism
Exploring SSARS No. 21: A Look at Preparation, Compilation, and Review Services
This guide provides insight into the key requirements and significant changes required by SSARS No. 21 and helps you apply the new standard in your practice.
Report Preparation services Intermediate
Understanding Third-Party Verification (Comfort Letter) Requests
Requests for third party verification letters (comfort letters) are rising. Lenders, government agencies and others are looking for assurance on, or verification of, a...
Video Attestation Intermediate
The Updated COSO Framework: A Guide to the Changes and Impacts for Your Clients and Your Practice
The guide provides an introduction to the key updates to the Framework, a look at what’s next for you and your clients, along with some ideas for services you can...
Report Internal control Intermediate
Succession Planning Guide
This guide provides the resources firms need to make their firms succession-ready. It incorporates a variety of succession scenarios that practitioners can work through,
Report Succession planning Intermediate
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