Practice Management

Practice Management 45 matching products

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Jan 17, 2015 - Jan 21, 2015 Las Vegas, NV Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retentionBundled with the Advanced PFP Conference - This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference
$1475.00 - $1775.00
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Jan 17, 2015 - Jan 18, 2015 - Las Vegas, NV Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
Conferences | Conference
$675.00 - $975.00
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Outlines the qualities that a CPA must possess, to competently protect the information right of investors.
Publications | Paperback
$52.00 - $65.00
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Firms interested in adding personal financial planning (PFP) services to their practice or expanding their existing services can rely on this comprehensive guide to walk them through the issues to consider- regulatory considerations, developing procedures, marketing your services, managing risk, and more. This guide is full of resources for those considering this exciting opportunity, including a sample business plan, illustrative engagement letters, and client questionnaires.
Publications | On-Demand, Paperback
$50.00 - $62.50
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Arm yourself with the information you need to execute a win-win deal. This comprehensive resource from transition experts Joel Sinkin and Terrence Putney identifies the key elements involved in the successful purchase, sale, or merger of CPA firms. Written with both buyers and sellers in mind, the advice in this book aims to ensure that both parties to a transaction achieve their goals.
Publications | eBook, Paperback
$53.00 - $73.75
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Thursday, October 23 - This webcast will provide insights on how to deepen client relationships through developing your role as a trusted adviser; one who listens and asks thoughtful, relevant questions.
Web Events | Audio Webcast
$65.00 - $81.00
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Monday, September 15 - This session will discuss issues involving a response team, notification to law enforcement, investigation and containment, communication to employees and customers, and the cost of the attack. Civil and criminal implications will also be explored.
Web Events | Audio Webcast
$99.00 - $124.00
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Covering everything from basic descriptions of what accounting is, to selecting an accounting program, to applying for and finding that first job, this book provides you with the information you need to get on the inside track to a rewarding career in accounting.
Publications | eBook, Paperback
$53.00 - $73.75
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Boost performance, maximize profits, and retain your best staff by employing the advice in this new guide from authors August Aquila and Coral Rice. Offering a new, unique perspective on the crucial topics of performance and rewards, this guide will not only help you determine the right compensation plan for your practice, but develop an overall system that encompasses performance management and compensation.
Publications | eBook, Paperback
$51.00 - $71.25
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Written specifically for CPAs, this book guides you to discover what makes you valuable and different from other CPAs. Specific techniques prepare you to no longer "wing" client meetings, but knowledgably and confidently present yourself to clients in a unique way.
Publications | Paperback
$59.00 - $73.75
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Dec 8, 2014 - Dec 10, 2014 - This must-attend conference combines cloud and mobile technology with practice development strategies and hands-on user training to arm you with the tools you need to evolve your Client Accounting Services practice, including how to price, market and staff your new cloud accounting services.
Web Events | Audio Webcast
$1095.00 - $1395.00
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A new monthly content service from the AICPA that allows you to select and leverage the content you need through the marketing channels of your choice. Each month you will receive a collection of timely articles that provide a lively look at tax saving, financial planning, and small business advice that will be valued by clients and prospects. Annotated with helpful tips on how and where to best feature the content, this service will elevate your firm marketing power to the next level.
Publications | Download
$895.00 - $1095.00
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