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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 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

What you need to know before you sell your firm

In this podcast, Brannon Poe shares insights he has learned over the course of his career, as well as best practices for selling your firm.

Audio Strategic planning Intermediate

Take a hike: Ending client relationships

This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.

Article Firm operations Intermediate

Providing a future: A succession story

Three CPAs got together and decided they wanted to start something that would live on after they retired. This article describes their plan.

Article Succession planning Intermediate

Timing your exit

This article offers factors to consider when deciding when to bow out of their firm.

Article Succession planning Intermediate