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 discussed how, in the right situation, an ESOP can lead to greater engagement and morale among a firm's staff members.
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.
Three CPAs got together and decided they wanted to start something that would live on after they retired. This article describes their plan.
The Anticipatory Organization(TM) model is a powerful tool for leaders, emerging leaders, managers, planners, and sales teams. Use this model to anticipate future...
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...
This calendar scheduling tool serves as a virtual firm administrator, helping practitioners efficiently manage monthly, quarterly and annual administrative duties.
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...
This article provides guidance on avoiding hazards that can derail the sale of a CPA firm and jeopardize the financial future of the firm and its owners.
This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.