Guide to Practice Management for Small- and Medium-Sized Practices
Third Edition

This guide provides guidance to small- and medium-sized practices on how to better manage their practice and ultimately operate in a safe, profitable, and professional manner. The publication includes practice management principles and best practices on a comprehensive range of topics, including strategic planning, managing staff, client relationship management, and succession planning. It features case studies to illustrate the concepts, checklists and forms, a list of further readings, and modules that may be used for training and education.

See also the Companion Manual to the Guide on how member bodies and other professional accountancy organizations can make the best use of the Guide. 

Guide to Practice Management for Small- and Medium-Sized Practices (PDF | 4.7 MB)
Third Edition
Date: Dec 13, 2012

Related Resources

• Companion Manual
• Helping Small- and Medium-Sized Practices Meet the Challenges and Seize the Opportunities of Tomorrow
• How to Cope with Pressure to Lower Fees
• SMP Committee Strategic Initiatives
• Small firms: big future?