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
There’s No Substitute for Quality
This article discusses the importance of quality and describes certain quality indicators and deficiencies.
Article Firm operations Foundational
The future of marketing: Thriving in a digital world
Learn how to broaden your pool of potential clients and convert online browsers to customers with digital marketing.
Article Firm operations Foundational
Exploring SSARS No. 21: A Look at Preparation, Compilation, and Review Services
This guide provides insight into the key requirements and significant changes required by SSARS No. 21 and helps you apply the new standard in your practice.
Report Preparation services Intermediate
Understanding Third-Party Verification (Comfort Letter) Requests
Requests for third party verification letters (comfort letters) are rising. Lenders, government agencies and others are looking for assurance on, or verification of, a...
Video Attestation Intermediate
The Updated COSO Framework: A Guide to the Changes and Impacts for Your Clients and Your Practice
The guide provides an introduction to the key updates to the Framework, a look at what’s next for you and your clients, along with some ideas for services you can...
Report Internal control Intermediate
PCPS Firm inMotion e-Toolkit
This toolkit is an online resource to help your firm prepare for a successful journey into the future.
Tool Strategic planning Intermediate
Invigorate the Focus on Quality Toolkit
This toolkit contains resources to help invigorate the focus on quality in your practice
Tool Firm operations Foundational
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