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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.

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

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

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

AICPA Emerging Partner Training Forum

November 5-7, 2018 - Atlanta, GA -This program provides two days of intensive learning about the responsibilities and expectations of senior firm leaders. The program...

Conference – Live Human capital 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

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 10% premium credit...

Webcast Firm operations Intermediate

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

Digital Client Advisory Services Roadmap Workshop

Oct 25, 2018 - Oct 26, 2018 - Troy, MI - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Strategic planning Foundational

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