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.
This article offers tips firms that want to better manage their clients.
This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.
In order to appeal to CPAs who have the right skills, firms need to take different approaches to market themselves.
This article discusses the importance of staff retention and how employers need to rethink the ways that they approach retention.
This article discussed how, in the right situation, an ESOP can lead to greater engagement and morale among a firm's staff members.
Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.
This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.
This article discusses the importance of being receptive, available, and approachable to clients.
Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...
Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.
In this podcast, Brannon Poe shares insights he has learned over the course of his career, as well as best practices for selling your firm.
This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.