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 calendar scheduling tool serves as a virtual firm administrator, helping practitioners efficiently manage monthly, quarterly and annual administrative duties.
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.
This article sets out eight strategies for building consulting services that reach their maximum potential.
This article illustrates how the AAV method can bridge the gap between those seeking partnership admittance and those already holding ownership stakes.