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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.

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

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

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 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

Navigating the path to success in accounting practice sales

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.

Article Mergers & acquisitions Foundational

Want your merger to work? Implement these 10 ideas

This article presents 10 ideas to pursue a truly strategic approach to your firm’s merger pursuits.

Article Mergers & acquisitions Intermediate

Acquisition rules for CPA firms to live by

This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.

Article Mergers & acquisitions Intermediate