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Strategic planning

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.

How to Build a Virtual Accounting Services Practice

This webcast will help you to understand what the virtual accounting models are, what the market opportunity is for these various services and how to develop a...

Webcast Practice growth Intermediate

AICPA Practitioners Symposium and Tech+ Conference

July 20, 2020 - July 24, 2020 - Live Online - Whether it's honing your personal skill set, positioning your practice for growth or transforming your organization's...

Conference – Virtual Strategic planning Intermediate

CPA.com Client Advisory Services (CAS) Roadmap Workshop

October 1 - 2, 2020 - Chicago, IL - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client accounting...

Conference – Live Strategic planning Foundational

CPA.com Client Advisory Services (CAS) Roadmap Workshop

September 24 - 25, 2020 - New York, NY - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Strategic planning Foundational

CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop

August 18, 19, 20 and 25, 2020 - This four-session, 15-CPE-credit, interactive virtual workshop will prepare firms to successfully build or expand a client accounting...

Conference – Virtual Client retention Foundational

AICPA ENGAGE

July 20, 2020 - July 24, 2020 - Live Online - AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

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

What you need to know before you sell your firm

In this podcast, Brannon Poe shares insights he has learned over the course of his career, as well as best practices for selling your firm.

Audio Strategic planning Intermediate

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

Anticipatory Organization(TM) Model Finance and Accounting Edition

The Anticipatory Organization(TM) model is a powerful tool for leaders, emerging leaders, managers, planners, and sales teams. Use this model to anticipate future...

Course – Online Strategic planning Intermediate

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