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.
This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.
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...
Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.
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.
This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.
Three CPAs got together and decided they wanted to start something that would live on after they retired. This article describes their plan.
This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.
The Client Accounting Advisory Services certificate helps firms demonstrate their expertise in the fundamental client accounting service deliverables.
New CPAs can plant the seeds of future business now by taking steps such as joining groups, solidifying relationships with their contacts, and using social media to...