This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Firm operations

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.

Deflecting clients’ requests for defense and indemnity

This article discusses alternatives for CPAs to consider when they receive requests from clients for defense and indemnity.

Article Firm operations Intermediate

Take a hike: Ending client relationships

This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.

Article Firm operations Intermediate

Why audit teams need the confidence to speak up

​This article explains the concept of "psychological safety" and its impact on CPA firms, with particular focus on audit teams.

Article Audit Foundational

Client Accounting Advisory Services Certificate

The Client Accounting Advisory Services certificate helps firms demonstrate their expertise in the fundamental client accounting service deliverables.

Course – Online,   Conference – Live Firm operations 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

Tips for first-year auditors

This article offers helpful suggestions, including tips on being conscientious and diligent, for new auditors navigating their first year

Article Firm operations Foundational

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

Management of an Accounting Practice eHandbook

The MAP eHandbook is a valuable practice management resource, offering best practice advice regarding employee compensation and benefits, staffing, disaster recovery,...

Publication Strategic planning Foundational

Walking the talk on quality control

This article discusses several ways you can ensure that quality control is central to firm operations.

Article Firm operations Intermediate

Make your practice senior-friendly

This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.

Article Practice management & professional standards Foundational

Want to make more money? Focus on revenue-producing behaviors

In the pursuit of revenue growth, many firms make the mistake of overemphasizing the billing measures of chargeability and utilization.

Article Firm operations Intermediate