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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.

Accountants Liability: Balancing Risk and Reward (Tax Focus)

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

Webcast Practice management & professional standards Foundational

Accountants Liability: Balancing Risk and Reward (A&A Focus)

The AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program host this panel discussion about professional liability exposures...

Webcast Firm operations Intermediate

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

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

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

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

9 tips for being more responsive to clients

This article discusses the importance of being receptive, available, and approachable to clients.

Article Communication Foundational

How CPA firms are evolving to meet Millennials’ desires

​Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...

Article Talent recruitment Foundational

How to deal with dysfunctional people at work

Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.

Article Influence Intermediate