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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Leadership tips for introverts
This article provides tips for introverted leaders for networking, leading teams, speaking up at meetings, and raising your profile.
Article Influence Foundational
Consulting services can grow your firm—if managed properly
This article sets out eight strategies for building consulting services that reach their maximum potential.
Article Practice growth Foundational
How CPA firms can counteract unconscious bias
This article discusses unconscious bias and ways CPAs can counteract the negative impact of it in the workplace.
Article Human capital Foundational
What firms must do to better develop their people
This article shares six simple ideas to improve your firm’s feedback.
Article Talent retention Intermediate
How to increase CPAs’ happiness on the job
This article discusses three factors that have the most impact on employees well-being: having hope, a calling, and autonomy.
Article Motivating & inspiring Advanced
Coaching programs get new partners off to a great start
Learn about the benefits of coaching programs, including tips on starting a program at your firm.
Article Coaching & mentoring Foundational
Managing liability risk after a merger or acquisition
This article offers three lessons that will help CPA firms manage professional liability risks stemming from integration issues.
Article Mergers & acquisitions Intermediate
Value Pricing
Provides insight on the topic of replacing the billable hour with a fixed-pricing model, or model of “value pricing.”
Article Firm business models Foundational
Improve your business by working less
This article provides several strategies to help owners work less.
Article Firm operations Foundational
How to manage underperformers
This article provides the strategies for dealing with the underperformers on your team.
Article Driving performance Intermediate
7 communication tips for new tax managers
This article provides advice for effective communication during busy periods and throughout the year.
Article Communication Foundational
Retiring the billable hour as a measure of performance
Measuring performance holistically can improve employee retention and job satisfaction.
Article Talent retention Foundational
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