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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Roadblocks to avoid in accounting firm M&A
This articles discusses the obstacles that need to be cleared before you can buy or sell a firm.
Article Mergers & acquisitions Foundational
Don’t let scope creep lead you out of bounds
In the sports world, it is pretty easy to determine whether you are in or out of bounds. It’s not so simple in the accounting world.
Article Firm operations Foundational
Be strategic when awarding raises and promotions
Having a solid review and reward process is a way to develop a sustainable and effective workforce. This article provides advice for a successful review period.
Article Driving performance Advanced
Competitive edge: The software vendors’ view
What will be key to success for accounting firms in the future? Accounting software makers share their thoughts in this article.
Article Practice growth Foundational
Going mobile
Ever dreamed of getting away from it all—permanently? This article shares tips on how to do just that.
Article Firm operations Foundational
Opening a new CPA office
This article provides tips to make the process of getting started in a new location smooth.
Article Firm operations Foundational
There’s No Substitute for Quality
This article discusses the importance of quality and describes certain quality indicators and deficiencies.
Article Firm operations Foundational
The future of marketing: Thriving in a digital world
Learn how to broaden your pool of potential clients and convert online browsers to customers with digital marketing.
Article Firm operations Foundational
Recruit with Intention
This article details some important considerations to drive successful recruiting.
Article Talent recruitment Foundational
Models of success?
The ability to develop new service offerings may determine the fate of accounting firms in the future.
Article Firm business models Foundational
You made partner: Now what?
This article details factors to consider during the transition into the partner role.
Article Owner accountability Foundational
Achieve elite status
Describes 10 principles firms can apply toward building a winning team, from the viewpoint of a businessman and former Navy SEAL.
Article Human capital Foundational
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