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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How to keep clients after an accounting practice sale
Client attrition is a significant threat to the success of an accounting firm merger or sale. This article discusses the pivotal parts buyers and sellers have to...
Article Mergers & acquisitions Intermediate
3 Ways to Make Your Value Clear to Clients
This blog post explains three steps that will help you better understand your own value and enable you to take your client relationships to a much deeper level.
Article Practice growth Intermediate
Got a few challenging clients?
This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.
Article Client retention Foundational
5 phrases established leaders should never say again
This article explores phrases that frustrate and disappoint future leaders and offers alternatives.
Article Communication Foundational
Recruiting the best: What CPAs could learn from college coaches
Accounting recruiters can learn from college coaches, who build relationships with, and are identifying talent early. Learn more in this article.
Article Team building Advanced
The next frontier in data analytics
This article discusses why CPAs and organizations need to learn to use advanced technology to predict and achieve outcomes.
Article Practice growth Intermediate
How to Present to a Hostile Audience
This article shares some tips on giving a presentation to a tough crowd.
Article Communication Foundational
Attract millennial talent with social responsibility
This article discusses considerations for deploying and improving a corporate social responsibility (CSR) program.
Article Talent retention Intermediate
8 tips for navigating office politics
This column offers strategies for evading political gaffes at work and for dealing with situations that often cannot be avoided.
Article Collaboration & partnering Foundational
How gamification can help engage Millennial employees
With a generation of tech-savvy Millennials flooding the workforce, gamification has become a hot topic as a management tool.
Article Motivating & inspiring Intermediate
How to reassure your staff in times of uncertainty
During uncertain times, communication gaps can be filled with rumour, undermining a leader's credibility and sapping morale. Here's how to get out in front of an issue.
Article Communication Intermediate
Navigating the path to success in accounting practice sales
This article provides guidance on avoiding hazards that can derail the sale of a CPA firm and jeopardize the financial future of the firm and its owners.
Article Mergers & acquisitions Foundational
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