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.
Three CPAs got together and decided they wanted to start something that would live on after they retired. This article describes their plan.
This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.
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...
This article offers helpful suggestions, including tips on being conscientious and diligent, for new auditors navigating their first year
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...
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.