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Strategic planning

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 to Build a Virtual Accounting Services Practice

This webcast will help you to understand what the virtual accounting models are, what the market opportunity is for these various services and how to develop a...

Webcast Practice growth Intermediate

Digital Client Advisory Services Roadmap Workshop

August 14 - 15, 2019 - Bloomington, MN - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Client retention Foundational

Digital Client Advisory Services Roadmap Workshop

October 10 - 11, 2019 - Chicago, IL - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Strategic planning Foundational

Digital Client Advisory Services Roadmap Workshop

September 25 - 26, 2019 - New York, NY - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Strategic planning Foundational

Reviewing Your Current Owner Agreement

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Market Positioning for Firms Seeking to Sell or Merge Upstream

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Planning for Firms Seeking to Grow Through Mergers and Acquisitions

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

A Fresh New Approach to Owner Agreements and Admitting New Partners

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

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

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

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