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.
31 Results
Good clients, bad clients: How to manage them all
This article offers tips firms that want to better manage their clients.
Article Firm operations Foundational
How implementing value pricing can help your staff get more done
This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.
Article Firm operations Foundational
It’s all relative: How CPAs navigate family businesses
Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.
Article Firm operations Foundational
Deflecting clients’ requests for defense and indemnity
This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.
Article Firm operations Intermediate
Take a hike: Ending client relationships
This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.
Article Firm operations Intermediate
Why audit teams need the confidence to speak up
This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.
Article Audit Foundational
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
Tips for first-year auditors
This article offers helpful suggestions, including tips on being conscientious and diligent, for new auditors navigating their first year
Article Firm operations Foundational
Walking the talk on quality control
This article discusses several ways you can ensure that quality control is central to firm operations.
Article Firm operations Intermediate
Make your practice senior-friendly
This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.
Article Practice management & professional standards Foundational
Want to make more money? Focus on revenue-producing behaviors
In the pursuit of revenue growth, many firms make the mistake of overemphasizing the billing measures of chargeability and utilization.
Article Firm operations Intermediate
Consulting services can grow your firm—if managed properly
This article sets out eight strategies for building consulting services that reach their maximum potential.
Article Practice growth Foundational
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