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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Leadership for Our Changing Times Part 1: Strategy and Change Management Handout.PDF
691.19 KBLeadership for Our Changing Times Part 1: Strategy and Change Management Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/1-strategy-change-management/ <Handout...
Leadership in Our Changing Times Part 4: Accountability, Coaching and Assertiveness Slides
820.71 KBSlides for December 6 2019 webcast Leadership in Our Changing Times Part 4: Accountability, Coaching and Assertiveness ...
Management and Leadership in a CPA Firm - Part 1
131.94 KBLet’s start out with a straightforward question. What is the difference between management and leadership? From one point of view, leadership is far different than management. For example, leadership...
Management and Leadership in a CPA Firm - Part 2
202.94 KBThis column picks up where I left off in my last column, covering how attitudes, misconceptions and bad habits get in the way of our learning to be better managers. Here is a recap of some of these attitudes...
Management and Leadership in a CPA Firm - Part 3
147.37 KBThis third column picks up where we left off after the last two. An excerpt from the final page of column two was: Developing others is a real talent and one that can be exceptionally rewarding to both...
Management and Leadership in a CPA Firm - Part 4
245.87 KBOur fourth column picks up with our discussion about how to become a more effective people manager and developer. In our first three columns on this topic, we have covered 1) various styles of leadership/managers,...
Management and Leadership in a CPA Firm - Part 5
226.51 KBIn our last column, we talked about some high level competency areas we focus on when evaluating people within a firm and we introduced the “relative importance” concept as a way to differentiate expectations...
Management and Leadership in a CPA Firm - Part 6
168.88 KBIn our last column, we took a pretty deep dive into what you might include in a competency model for your firm. Now it is time to talk a little about how you use something like this to develop your people....
Metrics-Their Value is in Creating More Questions - Part 1
73.77 KBWhen it comes to metrics, we don’t spend a lot of time with them. Don’t get me wrong, we look at them, but they are simply a view of the firm at a point in time, not a solution. Metrics just help...
Metrics-Their Value is in Creating More Questions - Part 2
84.12 KBWe discussed several metrics in the first column: Realization, Leverage, Net Income per Partner, and Business Generated. We will pick up this article with more metrics for your consideration. The theme...
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