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.
This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.
Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.
This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.
This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.
This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.
This article offers helpful suggestions, including tips on being conscientious and diligent, for new auditors navigating their first year
This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.
In the pursuit of revenue growth, many firms make the mistake of overemphasizing the billing measures of chargeability and utilization.