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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.

How CPA firms can counteract unconscious bias

This article discusses unconscious bias and ways CPAs can counteract the negative impact of it in the workplace.

Article Human capital Foundational

Value Pricing

Provides insight on the topic of replacing the billable hour with a fixed-pricing model, or model of “value pricing.”

Article Firm business models Foundational

Improve your business by working less

This article provides several strategies to help owners work less.

Article Firm operations Foundational

Brand-building tips for small firms and sole practitioners

This article will give you tips on creating a brand that gets noticed.

Article Firm operations Foundational

How to admit new partners: A fresh approach

This article illustrates how the AAV method can bridge the gap between those seeking partnership admittance and those already holding ownership stakes.

Article Firm operations Foundational

The importance of gauging a client’s tone at the top

This article uses a series of examples to demonstrate why evaluating a client's tone at the top is important.

Article Firm operations Foundational

Maximize proceeds in accounting firm sales

This article discusses common misconceptions about the sale of a practice and provides options.

Article Firm operations Foundational

The dangers of dabbling

This article provides tips to help mitigate the risks associated with diversifying service offerings.

Article Firm operations Foundational

Cost-saving tips for small firms

From renegotiating contracts to hiring part-time staff, this article provides suggestions to help small firms boost their bottom line.

Article Firm operations Foundational

Don’t let scope creep lead you out of bounds

In the sports world, it is pretty easy to determine whether you are in or out of bounds. It’s not so simple in the accounting world.

Article Firm operations Foundational

Going mobile

Ever dreamed of getting away from it all—permanently? This article shares tips on how to do just that.

Article Firm operations Foundational

Opening a new CPA office

This article provides tips to make the process of getting started in a new location smooth.

Article Firm operations Foundational