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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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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
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