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 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.
This article details 9 steps that firms can take to retain their best and brightest young talent.
This article provides three suggestions for finding, recruiting, and retaining the most talented resources to keep you successful.
This article presents 10 ideas to pursue a truly strategic approach to your firm’s merger pursuits.
This article discusses several ways you can ensure that quality control is central to firm operations.
This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.
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 discusses unconscious bias and ways CPAs can counteract the negative impact of it in the workplace.
This article shares six simple ideas to improve your firm’s feedback.
Learn about the benefits of coaching programs, including tips on starting a program at your firm.