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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.

9 skills of a great organisational coach

This article reminds us of critical coaching skills we need both in individual and corporate coaching.

Article Coaching & mentoring Intermediate

5 strategies for managing the coming talent crunch

The article explores five top strategies to help you better manage your firm’s capacity issues.

Article Strategic planning Foundational

Maximize proceeds in accounting firm sales

This article discusses common misconceptions about the sale of a practice and provides options.

Article Firm operations Foundational

The dangers of dabbling

This article provides tips to help mitigate the risks associated with diversifying service offerings.

Article Firm operations Foundational

Remote working: Is it right for your firm?

This article discusses best practices that will keep remote teams working harmoniously.

Article Human capital Foundational

United we thrive, divided we fail

This article discusses the importance of partner unity and strategies for getting there.

Article Owner accountability Foundational

Crowdfunding brings new opportunities for CPAs

This article discusses the basics of crowdfunding as well as the many opportunities that exist for CPAs.

Article Practice growth Foundational

How to win the Game of Talent

This article looks at the state of the market and outlines approaches firms can employ to succeed at hiring the right talent.

Article Human capital Foundational

Cost-saving tips for small firms

From renegotiating contracts to hiring part-time staff, this article provides suggestions to help small firms boost their bottom line.

Article Firm operations Foundational

Succeeding with a narrow focus

Specializing and focusing on a narrow range of services can help CPAs and audit firms reduce training costs and risks.

Article Firm business models Foundational

Roadblocks to avoid in accounting firm M&A

This articles discusses the obstacles that need to be cleared before you can buy or sell a firm.

Article Mergers & acquisitions Foundational

Don’t let scope creep lead you out of bounds

In the sports world, it is pretty easy to determine whether you are in or out of bounds. It’s not so simple in the accounting world.

Article Firm operations Foundational