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.
93 Results
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
How implementing value pricing can help your staff get more done
This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.
Article Firm operations Foundational
How firms find skilled staff during a hiring boom
In order to appeal to CPAs who have the right skills, firms need to take different approaches to market themselves.
Article Human capital Foundational
Rethinking retention
This article discusses the importance of staff retention and how employers need to rethink the ways that they approach retention.
Article Talent retention Foundational
ESOPs help some CPA firms with retention, succession
This article discussed how, in the right situation, an ESOP can lead to greater engagement and morale among a firm's staff members.
Article Talent retention Foundational
It’s all relative: How CPAs navigate family businesses
Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.
Article Firm operations Foundational
Deflecting clients’ requests for defense and indemnity
This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.
Article Firm operations Intermediate
9 tips for being more responsive to clients
This article discusses the importance of being receptive, available, and approachable to clients.
Article Communication Foundational
How CPA firms are evolving to meet Millennials’ desires
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...
Article Talent recruitment Foundational
How to deal with dysfunctional people at work
Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.
Article Influence Intermediate
What you need to know before you sell your firm
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.
Audio Strategic planning Intermediate
Take a hike: Ending client relationships
This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.
Article Firm operations Intermediate
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