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 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...
This calendar scheduling tool serves as a virtual firm administrator, helping practitioners efficiently manage monthly, quarterly and annual administrative duties.
The MAP eHandbook is a valuable practice management resource, offering best practice advice regarding employee compensation and benefits, staffing, disaster recovery,...
This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.
In the pursuit of revenue growth, many firms make the mistake of overemphasizing the billing measures of chargeability and utilization.