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.
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Navigating the path to success in accounting practice sales
This article provides guidance on avoiding hazards that can derail the sale of a CPA firm and jeopardize the financial future of the firm and its owners.
Article Mergers & acquisitions Foundational
Want to keep your Next Gen leaders? Make these changes ASAP
This article details 9 steps that firms can take to retain their best and brightest young talent.
Article Talent retention Intermediate
Practice Management: Recruitment Ideas for the 21st Century
This article provides three suggestions for finding, recruiting, and retaining the most talented resources to keep you successful.
Article Practice management & professional standards Foundational
Want your merger to work? Implement these 10 ideas
This article presents 10 ideas to pursue a truly strategic approach to your firm’s merger pursuits.
Article Mergers & acquisitions Intermediate
Walking the talk on quality control
This article discusses several ways you can ensure that quality control is central to firm operations.
Article Firm operations Intermediate
Acquisition rules for CPA firms to live by
This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.
Article Mergers & acquisitions Intermediate
Make your practice senior-friendly
This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.
Article Practice management & professional standards Foundational
Want to make more money? Focus on revenue-producing behaviors
In the pursuit of revenue growth, many firms make the mistake of overemphasizing the billing measures of chargeability and utilization.
Article Firm operations Intermediate
Consulting services can grow your firm—if managed properly
This article sets out eight strategies for building consulting services that reach their maximum potential.
Article Practice growth Foundational
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
What firms must do to better develop their people
This article shares six simple ideas to improve your firm’s feedback.
Article Talent retention Intermediate
Coaching programs get new partners off to a great start
Learn about the benefits of coaching programs, including tips on starting a program at your firm.
Article Coaching & mentoring Foundational
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