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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.

Using Microsoft OneNote as a MAP Handbook Tool

OneNote offers a wide variety of features to record, organize and manage notes of all types. This webcast will teach you how to leverage the power of OneNote, with an...

Webcast Firm operations Foundational

10 Steps to a Digital Office in the Cloud

Improve the quality, efficiency, and profitability of the services you offer your clients. This webcast provides a 10-step roadmap to building your successful practice...

Webcast Firm operations Intermediate

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

AICPA Practitioners Symposium and Tech+ Conference

Jun 11, 2018 - Jun 14, 2018 - 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

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 to create a more focused practice

Avoid unnecessary risks and the jack-of-all-trades common pitfall that CPA firms may fall victim to.

Article Firm business models 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

Accountants Liability - Positioning Your Firm for Success (Audit and Attest Services Focus)

Review risk management practices that can help mitigate the risk of an accounting professional liability claim. CNA policyholders may earn up to a 7.5% premium credit...

Webcast Firm operations Intermediate

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