This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Firm practice management

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.

10 Steps to a Digital Office in the Cloud

Improve the quality, efficiency, and profitability of the services you offer your clients. This webcast provides a 10-step roadmap to building your successful practice...

Webcast Firm operations Intermediate

The Digital Office: The CPA Technology Toolkit

Learn how to maximize your return on investing in a high quality professional staff. This webcast identifies the optimal combination of hardware and software tools to...

Webcast Firm operations Foundational

Ethics in Practice: AICPA Code and Real Life Applications

This webcast details what you need out of the AICPA Code of Professional Ethics. You will explore the various ethical pronouncements and changes occurring in the...

Webcast Ethics, integrity & professionalism

How to Build a Virtual Accounting Services Practice

This webcast will help you to understand what the virtual accounting models are, what the market opportunity is for these various services and how to develop a...

Webcast Practice growth Intermediate

Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course

Learn the most up-to-date AICPA, SEC, and GAO ethics rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics,...

Course – Textbook,   Course – Online Ethics, integrity & professionalism

Ethics and Professional Conduct: Updates

This webcast provides a timely update and refresher on the AICPA Code of Professional Conduct. You will review the conceptual framework and independence provisions for...

Webcast Ethics, integrity & professionalism

Professional Ethics for CPAs in Business and Industry

This ethics CPE course uses multimedia and interactive case studies to provide an overview of the ethics standards that apply under the AICPA Code of Professional...

Course – Online Ethics, integrity & professionalism

Professional Ethics: 2018 Update and Refresher

Provides a brief refresher on important ethics requirements which will help ensure that your services are performed with integrity and objectivity, and, where...

Course – Online Ethics, integrity & professionalism

Reviewing Your Current Owner Agreement

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Market Positioning for Firms Seeking to Sell or Merge Upstream

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Planning for Firms Seeking to Grow Through Mergers and Acquisitions

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

A Fresh New Approach to Owner Agreements and Admitting New Partners

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced