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ENG1914 - New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST)

Jun 11, 2019 2:40pm ‐ Jun 11, 2019 3:30pm

Standard: $49.00


You’re a great client service accountant and now you’ve been asked to run your firm. Don’t worry there are many tools already available and no reason for you to recreate the wheel in regard to managing your firm! This session will provide a brief over view of the different aspects of running a practice and provide an overview of tools already available in the Firm in Motion toolkit for designing pay for performance bonus plans, creating partner succession plans, legal and risk management, employee engagement, firm IT issues, space planning transitions etc.

Learning objectives:

  1. Obtain an overview of some of the many aspects of managing an accounting firm.
  2. Become aware of firm management tools already available that can be customized to your firm and culture.
  3. Increase awareness of risks to your firm and resources and partners available to address them.



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