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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Brand-building tips for small firms and sole practitioners
This article will give you tips on creating a brand that gets noticed.
Article Firm operations Foundational
The early CPA gets the return (done on time)
Take steps to lighten the stress of busy season and reduce the risk of professional liability claims.
Article Workload compression Foundational
How to break down silos within your organisation
The silos that form in organizations are a powerful barrier to information sharing and innovation. This article explains how organizations have removed these barriers.
Article Strategy Foundational
Manager Survival Series: The chronically late or absent employee
This article offers tips on to how to handle the chronically late or absent professional employee in the typical workplace.
Article Driving performance Intermediate
How to admit new partners: A fresh approach
This article illustrates how the AAV method can bridge the gap between those seeking partnership admittance and those already holding ownership stakes.
Article Firm operations Foundational
Preparing for what’s next
Discusses how practice-continuation agreements can provide a smooth transition to a successor for a CPA practice.
Article Succession planning Foundational
Starting a women’s initiative
This article provides suggestions to help in starting a women’s initiative at your firm.
Article Human capital Foundational
The importance of gauging a client’s tone at the top
This article uses a series of examples to demonstrate why evaluating a client's tone at the top is important.
Article Firm operations Foundational
Essential questions new partners need to ask themselves
In this article, a CPA coach provides lessons on navigating your first 100 days as a partner.
Article Owner accountability Foundational
Use Small Mind Shifts to Move Your Firm Forward
This article includes insights that will help you make the shift to positioning your firm for future success.
Article Human capital Foundational
Building trust with your team
The primary goal of leaders who want to bring about change should be to build trust at all levels. This article provides strategies to build trust within your team.
Article Team building Intermediate
What clients want from CPAs
This article offers tips from small business owners on improving your practice.
Article Client retention Foundational
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