Home About IFAC Small and Medium Practices Activities and Interest Areas Support for SMPs Relevant Links
Relevant Links
See below for links to resources relevant to small- and medium-sized accounting practices (SMPs) from IFAC member bodies and other professional organizations. If you have any suggestions for additional links to relevant, free resources, please contact Paul Thompson.
Practice Management Resources
Aligned with IFAC PM Guide Module Topics
Module 1: Planning for Your Firm
- AICPA Journal of Accountancy articles on Practice Administration
- ACCA In Practice eNewsletter and Practice Management Resources
- CICA CA Magazine (French and English) including “The Groundwork Comes First”
- CPA Australia Showcasing Best Practices in Public Practice Interviews and Practice Management Knowledge Portal, including a Toolkit, and the report Firm of the Future: Opportunities and Challenges for Public Practitioners
- ICAA Members in Practice and Practice Management Resources
- ICAEW Practice Management Links and Resources
- Nederlandse Beroepsorganisatie van Accountats, Starters Brochure (Dutch; use Google translate for other languages)
Module 2: Practice Models and Networks
- Certified General Accountants Association of Canada (CGA-Canada) CGA Magazine (French and English), including articles “Launching a Public Practice” and “Finding a Partner”
- CICA CA Magazine article “A Model of Efficiency”
- HKICPA A-PLUS article “Putting Down Roots” on family firms in Hong Kong
- ICAEW Economia article, "The entrepreneurship of sole practice"
Module 3: Building and Growing Your Firm
- AICPA Journal of Accountancy Marketing and Practice Development articles
- AICPA Private Companies Practice Section (PCPS) Marketing and Practice Growth Resources including Marketing Toolkit and Social Media Toolkit
- CICA CA Magazine articles “Implementation Phase,” “Positioned to Win,” “Making It Fit,” and “One for All”
- CPA Australia Business Management for Public Practitioners Resources, Showcasing Best Practices in Public Practice Interviews
- HKICPA A-PLUS article “How to Market Your Firm"
- Verasage Institute article, "Baker’s Law: Bad Customers Drive Out Good Customers"
Module 4: People Power: Developing a People Strategy
- AICPA Journal of Accountancy Staffing articles, including “Retaining Top Talent Still a Requirement for Firms” and videos “How to Retain Staff” and “Valuing Today's Youth”
- CPA Australia Showcasing Best Practices in Public Practice Interviews
- CICA CA Magazine articles “Making It Count,” “The Business of Inclusion” and “Make It Rain”
Module 5: Technology and e-Business
- AICPA Journal of Accountancy 125 Technology Quick Tips, Technology and Cloud Computing articles, “Keeping Up With Change” video
- CICA CA Magazine articles “Going Down the Paperless Road,” “Do You Speak XBRL?” “Paper Reduction,” and “The Right Fit”
- CPA Australia IT Management for Public Practitioners Resources, Showcasing Best Practices in Public Practice Interviews
- Hong Kong Institute of CPAs A-PLUS articles “Moving to the Clouds,” “Finding Software That Fits” and “Securing Your Data”
- ICAEW IT Counts blog
- Mashable Business article, "5 Ways Small Businesses Get Social Media Wrong"
- Twitter for Small Business Guide
- XBRL International Education and Training Resources
Module 6: Client Relationship Management
- AICPA Journal of Accountancy “Retain Clients and Help Them Recover” article and “Create Strong Client Connections” video
- CICA CA Magazine article “Ten Ways to Add Value
- CPA Australia Showcasing Best Practices in Public Practice Interviews
- ICAI Indian Chartered Accountants Networking Portal
- Member Directories for ACCA, CGA Canada (British Columbia), CICA, CPA Ireland, Consiglio Nazionale dei Dottori Commercialisti e degli Esperti Contabili (CNDCEC), Hong Kong Institute of CPAs, ICAEW, ICAA, ICAS, and Malaysian Institute of Accountants (MIA)
Module 7: Risk Management
- CPA Australia Resources for Risk Management for Public Practitioners and Quality Assurance, including Quality Assurance Forms for Members Under Review and Quality Control Manual Based on APES 320
- ICAA Quality Review Resources
Module 8: Succession Planning
- AICPA 2008 PCPS Succession Survey
- AICPA Journal of Accountancy article, "Planning and paying for partner retirements"
- CGA-Canada articles on Succession Planning, Parts 1-3
- CPA Australia Succession Planning Resources
- ICAEW Economia article, "Long live the king: plans for your business after you've gone
Practice Management
IFAC Resources:
External Resources:
- AICPA Marketing Toolkit
- CGA-Canada Professional Development Resources for Practice Management
- CPA Australia Practice Management Knowledge Portal
- ICAA Practice Management Resources
- ICAEW Practice Management Links and Resources
