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.
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Essential questions new partners need to ask themselves
In this article, a CPA coach provides lessons on navigating your first 100 days as a partner.
Article Owner accountability Foundational
Use Small Mind Shifts to Move Your Firm Forward
This article includes insights that will help you make the shift to positioning your firm for future success.
Article Human capital Foundational
What clients want from CPAs
This article offers tips from small business owners on improving your practice.
Article Client retention Foundational
5 strategies for managing the coming talent crunch
The article explores five top strategies to help you better manage your firm’s capacity issues.
Article Strategic planning Foundational
Maximize proceeds in accounting firm sales
This article discusses common misconceptions about the sale of a practice and provides options.
Article Firm operations Foundational
The dangers of dabbling
This article provides tips to help mitigate the risks associated with diversifying service offerings.
Article Firm operations Foundational
PCPS Difficult Conversations Guide
Tackle difficult conversations with this how-to guidance.
Article Talent retention Intermediate
Remote working: Is it right for your firm?
This article discusses best practices that will keep remote teams working harmoniously.
Article Human capital Foundational
Internship Program Quick Start Guide
This quick start guide provides an overview of the process and resources needed to start an internship program and ensure it is successful.
Report Talent recruitment Foundational
United we thrive, divided we fail
This article discusses the importance of partner unity and strategies for getting there.
Article Owner accountability Foundational
Crowdfunding brings new opportunities for CPAs
This article discusses the basics of crowdfunding as well as the many opportunities that exist for CPAs.
Article Practice growth Foundational
How to win the Game of Talent
This article looks at the state of the market and outlines approaches firms can employ to succeed at hiring the right talent.
Article Human capital Foundational
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