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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.

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

3 ‘must-haves’ for retaining top talent

This article discusses the things that great people must have to be engaged and to build a career at your firm.

Article Talent retention Intermediate

Why audit teams need the confidence to speak up

​This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.

Article Audit Foundational

Client Accounting Advisory Services Certificate

The Client Accounting Advisory Services certificate helps firms demonstrate their expertise in the fundamental client accounting service deliverables.

Course – Online,   Conference – Live Firm operations Intermediate

How new CPAs can build a book of business

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...

Article Client retention Foundational