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
How to admit new partners: A fresh approach
This article illustrates how the AAV method can bridge the gap between those seeking partnership admittance and those already holding ownership stakes.
Article Firm operations Foundational
Preparing for what’s next
Discusses how practice-continuation agreements can provide a smooth transition to a successor for a CPA practice.
Article Succession planning Foundational
Essential questions new partners need to ask themselves
In this article, a CPA coach provides lessons on navigating your first 100 days as a partner.
Article Owner accountability Foundational
Use Small Mind Shifts to Move Your Firm Forward
This article includes insights that will help you make the shift to positioning your firm for future success.
Article Human capital Foundational
5 strategies for managing the coming talent crunch
The article explores five top strategies to help you better manage your firm’s capacity issues.
Article Strategic planning Foundational
Maximize proceeds in accounting firm sales
This article discusses common misconceptions about the sale of a practice and provides options.
Article Firm operations Foundational
United we thrive, divided we fail
This article discusses the importance of partner unity and strategies for getting there.
Article Owner accountability Foundational
Succeeding with a narrow focus
Specializing and focusing on a narrow range of services can help CPAs and audit firms reduce training costs and risks.
Article Firm business models Foundational
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
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
Build business with "cost-cutting" reviews
With a good plan and execution, microengagements can pay off for clients and small firms.
Article Client retention Foundational
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