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Technical

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.

The Digital Office: The CPA Technology Toolkit

Learn how to maximize your return on investing in a high quality professional staff. This webcast identifies the optimal combination of hardware and software tools to...

Webcast Firm operations Foundational

How to Build a Virtual Accounting Services Practice

This webcast will help you to understand what the virtual accounting models are, what the market opportunity is for these various services and how to develop a...

Webcast Practice growth Intermediate

Digital Client Advisory Services Roadmap Workshop

May 1, 2019 - May 2, 2019 - Columbia, MD - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Firm operations Foundational

Digital Client Advisory Services Roadmap Workshop

Jun 19, 2019 - Jun 20, 2019 - Englewood, CO - The client accounting services workshop prepares attendees to successfully move their practice to the cloud. This...

Conference – Live Firm operations Foundational

Digital Client Advisory Services Roadmap Workshop

August 14 - August 15, 2019 - Bloomington, MN - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their...

Conference – Live Client retention Foundational

AICPA ENGAGE

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

AICPA Practitioners Symposium and Tech+ Conference

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV/Live Online - Whether it's honing your personal skill set, positioning your practice for growth or transforming your...

Conference – Live Strategic planning Intermediate

Reviewing Your Current Owner Agreement

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Market Positioning for Firms Seeking to Sell or Merge Upstream

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Planning for Firms Seeking to Grow Through Mergers and Acquisitions

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

A Fresh New Approach to Owner Agreements and Admitting New Partners

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Good clients, bad clients: How to manage them all

This article offers tips firms that want to better manage their clients.

Article Firm operations Foundational