Practice management
Content Summary
- Public practice
- Business management
Benchmarking your business performance
Benchmarking allows you to measure your business performance against other businesses in your profession across key performance indicators
- Public practice
- Business management
Growing your business
A range of growth strategies, marketing and service tips, workpapers and templates to optimise your business
- Public practice
Legal and technical issues affecting accountants
If you run a business it’s important to understand the law about intellectual property, copyright, patents and trademarks.
Our practice management resources
CPA Australia is constantly developing resources to assist our members with a full range of business activities, from reviewing your structure and identifying growth opportunities, to new technology and servicing your clients. Explore more:
Technology
Technology improves efficiency, cuts costs and maximises business profitability.
Taxation
The Taxation toolkit has a range of templates and resources to help manage you clients’ tax affairs, including year-end resources, client letters and tax tips.
Client services approach
Help clients meet their personal and business goals.
Client engagement
Simplify your engagement letters and stay compliant with Practice Ignition.
Professional Standards Scheme
The CPA Australia Ltd Professional Standards (Accountants) Scheme (the Scheme) caps eligible public practitioners’ civil liability to the amount of professional indemnity insurance required by the By-Laws. CPA Australia will pay the annual fee on your behalf based on your member profile. You’ll also need to conduct a self-assessment to confirm your eligibility and comply with the requirements to participate.
Insurance for your practice
Professional Indemnity Insurance (PII) is mandatory for all CPA Australia public practice certificate holders, as well as other members providing public, honorary or private accounting services, whether paid or unpaid.
We have negotiated three competitive policies on your behalf, and created a comparison checklist to help you streamline your insurance process.
We've also developed a tool to use when lodging your claims status, helping you keep your premiums lower and ensure compliance if there’s a claim.
Accounting Professional and Ethical Standards
CPA Australia members have a responsibility to act in the public interest and comply with the fundamental principles of integrity, objectivity, professional competence and due care, confidentiality and professional behaviour in all their dealings. The APES 300 series applies to members in public practice.
Our APES pages outline the critical standards that apply to you.
Discover more
- Practice management
Quality reviews: Don’t fear them, embrace them
For some practitioners, the prospect of a formal quality review can seem intimidating, but in reality, the process is specifically designed to improve the health of a practice and to better protect clients.
- Practice management
Your client service approach
Tips to assist you in understanding your clients' needs, and strategising your approach to meeting them
- Practice management
New Zealand determined to stamp out rogue insolvency practitioners
New Zealand has taken considered but far-reaching legislative action to eradicate the problem.
- Practice management
Major changes ahead for CPA Australia’s Quality Review Program
Our Quality Review Program has been transformed to ensure member support is at its core. Here’s what you need to know about the CPA Best Practice Program.
- Practice management
5 tips to get your accounting practice ready for anything in 2021
Expect unpredictability. Here are the best ways to implement rock-solid contingency plans for your firm.
- Practice management
How accounting practice teams are changing in 2021
2020 changed how many accounting practices manage staff and client contact. Here are some key takeaways.