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Firm operations

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.

Accountants Liability: Balancing Risk and Reward (Tax Focus)

Join the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional liability exposures...

Webcast Practice management & professional standards Foundational

Accountants Liability: Balancing Risk and Reward (A&A Focus)

The AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program host this panel discussion about professional liability exposures...

Webcast Firm operations Intermediate

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

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

Client Accounting Advisory Services Certificate

The Client Accounting Advisory Services certificate helps firms demonstrate their expertise in the fundamental client accounting service deliverables.

Course – Online,   Conference – Live Firm operations 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

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