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.
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Providing a future: A succession story
Three CPAs got together and decided they wanted to start something that would live on after they retired. This article describes their plan.
Article Succession planning Intermediate
Timing your exit
This article offers factors to consider when deciding when to bow out of their firm.
Article Succession planning Intermediate
3 ‘must-haves’ for retaining top talent
This article discusses the things that great people must have to be engaged and to build a career at your firm.
Article Talent retention Intermediate
Why audit teams need the confidence to speak up
This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.
Article Audit Foundational
How new CPAs can build a book of business
New CPAs can plant the seeds of future business now by taking steps such as joining groups, solidifying relationships with their contacts, and using social media to...
Article Client retention Foundational
How to move past technology roadblocks
This article offers ways to help you and your organization overcome common pitfalls to capitalize on IT innovation.
Article Strategic planning Intermediate
Tips for first-year auditors
This article offers helpful suggestions, including tips on being conscientious and diligent, for new auditors navigating their first year
Article Firm operations Foundational
How firms can close the gender gap
This article discusses there are six major challenges organizations need to address to close the gender gap.
Article Human capital Foundational
How to keep clients after an accounting practice sale
Client attrition is a significant threat to the success of an accounting firm merger or sale. This article discusses the pivotal parts buyers and sellers have to...
Article Mergers & acquisitions Intermediate
3 Ways to Make Your Value Clear to Clients
This blog post explains three steps that will help you better understand your own value and enable you to take your client relationships to a much deeper level.
Article Practice growth Intermediate
Got a few challenging clients?
This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.
Article Client retention Foundational
The next frontier in data analytics
This article discusses why CPAs and organizations need to learn to use advanced technology to predict and achieve outcomes.
Article Practice growth Intermediate
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