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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Why audit teams need the confidence to speak up
This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.
Article Audit Foundational
How to sponsor diversity in the leadership ranks
This article discusses sponsorship programs as an effective approach to developing leadership.
Article Coaching & mentoring Advanced
How new CPAs can build a book of business
New CPAs can plant the seeds of future business now by taking steps such as joining groups, solidifying relationships with their contacts, and using social media to...
Article Client retention Foundational
Calculating a mentor's effect on salary and retention
This article discusses how a methodical approach to analysing personnel data could help organisations retain employees and save money.
Article Coaching & mentoring Advanced
Text Me Not: Hidden Perils of Modern Communication for CPAs
Responding to text messages from clients could have legal, privacy and security implications. This blog post suggests some guidelines to consider.
Article Communication Foundational
How to move past technology roadblocks
This article offers ways to help you and your organization overcome common pitfalls to capitalize on IT innovation.
Article Strategic planning Intermediate
Tips for first-year auditors
This article offers helpful suggestions, including tips on being conscientious and diligent, for new auditors navigating their first year
Article Firm operations Foundational
Exploring mentorship: A graceful exit
This articles explores how at one midsize Illinois firm, staff members who want to leave the firm receive mentoring assistance as they pursue their career’s next chapter.
Article Coaching & mentoring Advanced
4 tips to persuade talented people to stay
This article provides information on the value of "stay" interviews and provides pointers to keep these interviews on track so your organisation can retain valued...
Article Team building Advanced
How to get—and keep—the best administrative staff
This article presents tips on finding and hiring excellent administrative personnel and keeping them happy once hired.
Article Team building Advanced
How firms can close the gender gap
This article discusses there are six major challenges organizations need to address to close the gender gap.
Article Human capital Foundational
Building trust in the workplace
Trust within an organization is essential to its success, but trust isn't a given. This article discusses a recent research report and provides tips to build trust.
Article Team building Intermediate
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