Gain expert insights on building efficiency, attracting top talent, fostering retention and leveraging technology to navigate the evolving tax landscape.
Learning Objectives
- Recognize the top practice management challenges facing tax practitioners.
- Identify areas for growth in managing your clients, staff and technology.
- Identify new services that CPA firms could consider offering.
- Apply best practice strategies for managing your workflow and practice now and in the future.
- Use AICPA Tax Section resources to support your firm’s practice management strategies.
Major Topics
- Tax practice management
- Staff management strategies
- Billing and client service strategies
