Practice Management: Planning

A successful firm needs a clear understanding of its strategy. There is not a single right or wrong direction for a public accounting firm. Successful firms can be large or small, highly specialized or general, focusing on transaction or compliance services or high-end advisory services.

Planning for Your Firm examines the business and strategic planning processes and the more detailed policies that govern the development and implementation of the strategic plan within your firm. This course is part of a series of eight courses based on the IFAC (International Federation of Accountants) Guide to Practice Management for Small and Medium Sized Practices and has been produced with the permission of IFAC.

Work through the knowledge and application modules to understand the theory and exchange your ideas with your peers. Then complete the final putting it into Practice module to create an action plan for your practice.