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 offers tips firms that want to better manage their clients.
This article offers insights on the value of mentors and key traits great mentors share.
This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.
In order to appeal to CPAs who have the right skills, firms need to take different approaches to market themselves.
Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.
This article discusses the importance of staff retention and how employers need to rethink the ways that they approach retention.
This article discussed how, in the right situation, an ESOP can lead to greater engagement and morale among a firm's staff members.
Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.
Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.
This article explores an often overlooked aspect of project management - ending the project.
This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.
This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.