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.
29 Results
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
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
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
Navigating the path to success in accounting practice sales
This article provides guidance on avoiding hazards that can derail the sale of a CPA firm and jeopardize the financial future of the firm and its owners.
Article Mergers & acquisitions Foundational
Want your merger to work? Implement these 10 ideas
This article presents 10 ideas to pursue a truly strategic approach to your firm’s merger pursuits.
Article Mergers & acquisitions Intermediate
Acquisition rules for CPA firms to live by
This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.
Article Mergers & acquisitions Intermediate
Managing liability risk after a merger or acquisition
This article offers three lessons that will help CPA firms manage professional liability risks stemming from integration issues.
Article Mergers & acquisitions Intermediate
Value Pricing
Provides insight on the topic of replacing the billable hour with a fixed-pricing model, or model of “value pricing.”
Article Firm business models Foundational
The early CPA gets the return (done on time)
Take steps to lighten the stress of busy season and reduce the risk of professional liability claims.
Article Workload compression Foundational
Explore Topics
© 2024 Association of International Certified Professional Accountants. All rights reserved.