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Practice management
Content Summary
Our practice management resources
Working in or running a successful business in public practice requires carefully balancing client needs while navigating a changing and often complex landscape of professional and regulatory obligations. CPA Australia has designed an annual checklist with practical prompts to help you maintain ongoing compliance with requirements and uphold best practice standards in delivering public accounting services. It includes links to tools and resources to support you in managing, strengthening and continuously improving your practice.
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 and cybersecurity
Technology improves business efficiency, cuts costs, improves service delivery and maximises profitability
Taxation
Discover all you need to know about Australian and New Zealand taxation legislation
Your client service approach
Tips to assist you in understanding your clients' needs, and strategising your approach to meeting them
Client engagement and relationships
Guidance for public practitioners to assist you with establishing a good client relationship
Member access only
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
Your 2026 practice management tips
What does it take to make your accounting firm healthy, wealthy and wise this year?
- Practice management
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How small practitioners should plan for life challenging events
- Practice management
article·Published onSkills shortages: Could employee share schemes be the answer?
Here’s why two Kiwi firms believe sharing the company can attract talent
- Practice management
article·Published onCPA Australia’s Best Practice Program kicks off
New practitioner support program moves out of beta phase with a host of innovative offerings
- Practice management
article·Published on5 tips to get your accounting practice ready for anything in 2021
Here are the best ways to implement rock-solid contingency plans for your firm
- Practice management
article·Published onNew Zealand determined to stamp out rogue insolvency practitioners
NZ has taken considered but far-reaching legislative action to eradicate the problem
- Practice management
article·Published on