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Technical

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.

Valuing Your Accounting Firm and Keys to Client Retention Post-Merger

Attend this webcast to learn the ins and outs of selling, buying or merging an accounting firm. Additionally, learn what you can do to help retain clients throughout...

Webcast Mergers & acquisitions Foundational

The Intentional Succession Plan

Succession plans an important part of business. Why do so many firms still lack them? Learn about what's holding them back and how to move forward in creating one.

Webcast Succession planning Foundational

Using Microsoft OneNote as a MAP Handbook Tool

OneNote offers a wide variety of features to record, organize and manage notes of all types. This webcast will teach you how to leverage the power of OneNote, with an...

Webcast Firm operations Foundational

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

How to create a more focused practice

Avoid unnecessary risks and the jack-of-all-trades common pitfall that CPA firms may fall victim to.

Article Firm business models 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

DCPA Webcast: Get Unstuck and Grow

Learn how to get unstuck from analysis paralysis, and gain tools and inspiration to facilitate your firm's growth with certainty! Join Erik Asgeirsson and Daniel...

Webcast Practice growth Foundational

Accountants Liability - Positioning Your Firm for Success (Audit and Attest Services Focus)

Review risk management practices that can help mitigate the risk of an accounting professional liability claim. CNA policyholders may earn up to a 7.5% premium credit...

Webcast Firm operations Intermediate

Digital Client Advisory Services Roadmap Workshop

Jun 28, 2017 - Jun 29, 2017 - Englewood, CO - The client accounting services workshop prepares attendees to successfully move their practice to the cloud. This...

Conference – Live Firm operations Foundational

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

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

Accountants Liability - Positioning Your Firm for Success (Tax Focus)

Join practitioners, the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional...

Webcast Practice management & professional standards Foundational