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Technical

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.

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