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.

How to admit new partners: A fresh approach

This article illustrates how the AAV method can bridge the gap between those seeking partnership admittance and those already holding ownership stakes.

Article Firm operations Foundational

The importance of gauging a client’s tone at the top

This article uses a series of examples to demonstrate why evaluating a client's tone at the top is important.

Article Firm operations Foundational

Maximize proceeds in accounting firm sales

This article discusses common misconceptions about the sale of a practice and provides options.

Article Firm operations Foundational

The dangers of dabbling

This article provides tips to help mitigate the risks associated with diversifying service offerings.

Article Firm operations Foundational

Cost-saving tips for small firms

From renegotiating contracts to hiring part-time staff, this article provides suggestions to help small firms boost their bottom line.

Article Firm operations Foundational

Don’t let scope creep lead you out of bounds

In the sports world, it is pretty easy to determine whether you are in or out of bounds. It’s not so simple in the accounting world.

Article Firm operations Foundational

Going mobile

Ever dreamed of getting away from it all—permanently? This article shares tips on how to do just that.

Article Firm operations Foundational

Opening a new CPA office

This article provides tips to make the process of getting started in a new location smooth.

Article Firm operations Foundational

There’s No Substitute for Quality

This article discusses the importance of quality and describes certain quality indicators and deficiencies.

Article Firm operations Foundational

The future of marketing: Thriving in a digital world

Learn how to broaden your pool of potential clients and convert online browsers to customers with digital marketing.

Article Firm operations Foundational

What to Know About Third Party Verification Letters (Often Referred to as Comfort Letters)

This article outlines common requests CPAs have been receiving regarding verifications.

Article Attestation Intermediate

How to Choose Quality Control Materials for Your CPA Firm

Are you struggling with choosing the right QCM for your firm? This document provides suggestions on choosing the QCM that is right for you.

Article Audit Foundational