CPA Practice Management
You may view our CPA Practice Management Knowledge Center articles below or drill down by the following sub-categories:
- Accountability
- Billing
- Change Management and Strategy
- Partner Compensation
- General Management
- Strategy
- Role of the Managing Partner
- Role of the Partner
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Becoming a More Effective 21st Century Leader Handout.PDF
693.06 KBBecoming a More Effective 21st Century Leader Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/becoming-effective-leader/ <Handout is password...
Billing Worksheet - General
34.03 KBThis is an Excel spreadsheet that can be used for billing rate analysis. ...
Building a Better, Faster, and Stronger Bench 1: Competencies, Expectations and Accountability Handout.PDF
407.91 KBBuilding a Better, Faster, and Stronger Bench 1: Competencies, Expectations and Accountability Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/building-bench-1-accountability/ <Handout...
Building a Better, Faster, and Stronger Bench 2: Developmental Managers, Direct Reports and Organizational Structure Handout.PDF
717.47 KBBuilding a Better, Faster, and Stronger Bench 2: Developmental Managers, Direct Reports and Organizational Structure Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/building-bench-2-organizational-structure/ <Handout...
Building a Better, Faster, and Stronger Bench 3: Creating Goals and Action Plans for Staff Handout.PDF
416.43 KBBuilding a Better, Faster, and Stronger Bench 3: Creating Goals and Action Plans for Staff Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/building-bench-3-staff-goals/ <Handout...
Building a Better, Faster, and Stronger Bench 4: Tying It All Together with a Compensation System Handout.PDF
499.95 KBBuilding a Better, Faster, and Stronger Bench 4: Tying It All Together with a Compensation System Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/building-bench-4-compensation-system/ <Handout...
Change Management Fundamentals – Part 1
121.09 KBChange Management is a hot topic today. That is probably partially true because “change” isn’t something you are expected to do once in a while anymore, but rather, “change” is something we are...
Change Management Fundamentals – Part 2
0.00 KBWe pick up in this column with how firms need to alter their thinking as to what best practices might look like near term to better position themselves for the future that is almost here NOW. First of...
Change Management Fundamentals – Part 3
229.73 KBWe pick up in Part 3 of this column series with some additional changes in best practices which will help you better focus your talent on what is truly important to the firm’s future. As well, we will...
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