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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.

Effective Communication and Negotiation (Recommended for Twitter 101)

Created by the Business Learning Institute (BLI), this one-hour CPE course will examine and walk-through key communication techniques, to include effective listening,...

Course – Online Communication Foundational

Good clients, bad clients: How to manage them all

This article offers tips firms that want to better manage their clients.

Article Firm operations Foundational

Presence: Bringing Your Boldest Self to Your Biggest Challenges

Known around the world for her 2012 TED Talk, ENGAGE 2017 keynote speaker Amy Cuddy teaches us how to use simple techniques to liberate ourselves from fear in...

Publication Influence Foundational

Y-Size Your Business: How Gen Y Employees Can Save You Money and Grow Your Business

ENGAGE 2017 keynote speaker Jason Ryan Dorsey presents a step-by-step methodology for best employing Gen Y without investing a lot of time or money. Get an insider's...

Publication Motivating & inspiring Intermediate

To my mentors and mentees: Thank you

This article offers insights on the value of mentors and key traits great mentors share.

Article Coaching & mentoring Foundational

How implementing value pricing can help your staff get more done

This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.

Article Firm operations Foundational

How firms find skilled staff during a hiring boom

In order to appeal to CPAs who have the right skills, firms need to take different approaches to market themselves.

Article Human capital Foundational

Q&A: Don’t believe these Millennial myths

Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.

Article Team building Intermediate

Rethinking retention

This article discusses the importance of staff retention and how employers need to rethink the ways that they approach retention.

Article Talent retention Foundational

ESOPs help some CPA firms with retention, succession

This article discussed how, in the right situation, an ESOP can lead to greater engagement and morale among a firm's staff members.

Article Talent retention Foundational

How firms can overcome challenges and develop a diverse workforce

Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.

Article Team building Advanced

It’s all relative: How CPAs navigate family businesses

Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.

Article Firm operations Foundational