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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.

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

Anticipatory Organization(TM) Model Finance and Accounting Edition

The Anticipatory Organization(TM) model is a powerful tool for leaders, emerging leaders, managers, planners, and sales teams. Use this model to anticipate future...

Course – Online Strategic planning Intermediate

How to move past technology roadblocks

This article offers ways to help you and your organization overcome common pitfalls to capitalize on IT innovation.

Article Strategic planning Intermediate

Tips for first-year auditors

This article offers helpful suggestions, including tips on being conscientious and diligent, for new auditors navigating their first year

Article Firm operations Foundational

2016 AICPA PCPS/ CPA.com National MAP Survey Special Report for Firms with Under $5M in Revenue

This 2016 survey report provides data to help you focus on areas of improvement, create your firm's strategic goals and maximize your firm's overall performance. It...

Publication Strategic planning Intermediate

Management of an Accounting Practice On Track

This calendar scheduling tool serves as a virtual firm administrator, helping practitioners efficiently manage monthly, quarterly and annual administrative duties.

Publication Strategic planning Intermediate

How firms can close the gender gap

This article discusses there are six major challenges organizations need to address to close the gender gap.

Article Human capital Foundational

How to keep clients after an accounting practice sale

Client attrition is a significant threat to the success of an accounting firm merger or sale. This article discusses the pivotal parts buyers and sellers have to...

Article Mergers & acquisitions Intermediate

3 Ways to Make Your Value Clear to Clients

This blog post explains three steps that will help you better understand your own value and enable you to take your client relationships to a much deeper level.

Article Practice growth Intermediate

Got a few challenging clients?

This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.

Article Client retention Foundational

The next frontier in data analytics

​This article discusses why CPAs and organizations need to learn to use advanced technology to predict and achieve outcomes.

Article Practice growth Intermediate