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.
July 20, 2020 - July 24, 2020 - Live Online - Whether it's honing your personal skill set, positioning your practice for growth or transforming your organization's...
August 18, 19, 20 and 25, 2020 - This four-session, 15-CPE-credit, interactive virtual workshop will prepare firms to successfully build or expand a client accounting...
This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.
Family operated businesses offer unique challenges and rewards. This article discusses considerations to think about.
This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.
This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.
This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.
The Client Accounting Advisory Services certificate helps firms demonstrate their expertise in the fundamental client accounting service deliverables.
This article offers helpful suggestions, including tips on being conscientious and diligent, for new auditors navigating their first year
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...