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Forensic accounting and business valuation services continue to be a growing area for practitioners looking to specialize and expand their firm offerings. The learning resources are designed to help you understand the knowledge and skills necessary to support the needs of your clients in these areas.
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Strategies for combating payroll fraud
This article shares tips on how to prevent and detect payroll fraud.
Article Risk identification & assessment Intermediate
How to get—and keep—the best administrative staff
This article presents tips on finding and hiring excellent administrative personnel and keeping them happy once hired.
Article Team building Advanced
Building trust in the workplace
Trust within an organization is essential to its success, but trust isn't a given. This article discusses a recent research report and provides tips to build trust.
Article Team building 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
Got a few challenging clients?
This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.
Article Client retention Foundational
5 phrases established leaders should never say again
This article explores phrases that frustrate and disappoint future leaders and offers alternatives.
Article Communication Foundational
Recruiting the best: What CPAs could learn from college coaches
Accounting recruiters can learn from college coaches, who build relationships with, and are identifying talent early. Learn more in this article.
Article Team building Advanced
The next frontier in data analytics
This article discusses why CPAs and organizations need to learn to use advanced technology to predict and achieve outcomes.
Article Practice growth Intermediate
How to Present to a Hostile Audience
This article shares some tips on giving a presentation to a tough crowd.
Article Communication Foundational
Asset Tracing Analytics - Indirect Method
This video discussed the indirect method of asset tracing.
Video Valuation analysis Intermediate
Asset Tracing Analytics - Direct Method
This video outlines the asset tracing techniques using financial records to identify transactions.
Video Valuation analysis Foundational
The Client Kickoff Meeting for Public Records Searches
This video discusses information to cover at client kickoff meetings.
Video Valuation analysis Foundational
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