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.
19 Results
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
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
Building a Cybersecurity Practice
The PCPS Cybersecurity Toolkit provides learning resources, training and other to use with clients to assess their needs for cybersecurity resources.
Tool Cybersecurity Intermediate
Exploring SSARS No. 21: A Look at Preparation, Compilation, and Review Services
This guide provides insight into the key requirements and significant changes required by SSARS No. 21 and helps you apply the new standard in your practice.
Report Preparation services Intermediate
The Updated COSO Framework: A Guide to the Changes and Impacts for Your Clients and Your Practice
The guide provides an introduction to the key updates to the Framework, a look at what’s next for you and your clients, along with some ideas for services you can...
Report Internal control Intermediate
Gearing Up for Success in Practice Development Guide
Start planning your firm's marketing, sales, and business development success with the guidance given in this practice development guide.
Report Practice growth Intermediate
PCPS Firm inMotion e-Toolkit
This toolkit is an online resource to help your firm prepare for a successful journey into the future.
Tool Strategic planning Intermediate
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