Guidance & Support Tools
Published: May 23, 2018
All available Translations
Guide to Practice Management for Small- and Medium-Sized Practices
Welcome to the fourth edition of the IFAC Guide to Practice Management for Small- and Medium-Sized Practices.First released in 2010, the Guide provides comprehensive guidance to help SMPs operate more efficiently in the increasingly complex and competitive global marketplace for professional services. This fourth edition is organized into eight stand-alone modules, including a new module on leveraging technology. The revised Guide addresses a comprehensive range of topics including:
- Strategic planning,
- Managing staff,
- Client relationship management,
- Risk management and,
- Succession planning
The new Leveraging Technology module covers how technology developments are fundamentally changing the way organizations operate and recognizes the importance of how SMPs must adapt to service their clients utilizing technology. Included are topics such as developing a technology strategy, hardware and software options, technology risks, new and emerging technologies, and leveraging technology for practice innovation.
Note: The full-length version has fully functioning links within modules. Individual modules links don't function between one another or with the full-length document.4th Edition (PDF | 6.4 MB)Module 1 (PDF | 988K)Module 2 (PDF | 534K)Module 3 (PDF | 582K)Module 4 (PDF | 556K)Module 5 (PDF | 639K)Module 6 (PDF | 595K)Module 7 (PDF | 802K)Module 8 (PDF | 492K)
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