This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

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.

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

Digital Client Advisory Services Roadmap Workshop

Sep 18, 2018 - Sep 19, 2018 - Bloomington, MN - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their...

Conference – Live Strategic planning Foundational

Digital Client Advisory Services Roadmap Workshop

August 2 - August 3, 2018 - New York, NY - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Client retention Foundational

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

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

Digital Client Advisory Services Roadmap Workshop

May 2, 2018 - May 3, 2018 - 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

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

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

AICPA ENGAGE

Jun 11, 2018 - Jun 14, 2018 - 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