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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Good clients, bad clients: How to manage them all
This article offers tips firms that want to better manage their clients.
Article Firm operations Foundational
To my mentors and mentees: Thank you
This article offers insights on the value of mentors and key traits great mentors share.
Article Coaching & mentoring Foundational
How implementing value pricing can help your staff get more done
This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.
Article Firm operations Foundational
How firms find skilled staff during a hiring boom
In order to appeal to CPAs who have the right skills, firms need to take different approaches to market themselves.
Article Human capital Foundational
Q&A: Don’t believe these Millennial myths
Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.
Article Team building Intermediate
Rethinking retention
This article discusses the importance of staff retention and how employers need to rethink the ways that they approach retention.
Article Talent retention Foundational
ESOPs help some CPA firms with retention, succession
This article discussed how, in the right situation, an ESOP can lead to greater engagement and morale among a firm's staff members.
Article Talent retention Foundational
How firms can overcome challenges and develop a diverse workforce
Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.
Article Team building Advanced
It’s all relative: How CPAs navigate family businesses
Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.
Article Firm operations Foundational
The importance of killing projects
This article explores an often overlooked aspect of project management - ending the project.
Article Project management Intermediate
Deflecting clients’ requests for defense and indemnity
This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.
Article Firm operations Intermediate
6 Ways to Up Your Networking Game
This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.
Article Communication Foundational
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