Practice management
Content Summary
Benchmarking your business performance
Measure your business performance against your peers across key performance indicators
- Public practice
- Business management
Growing your business
Growth strategies, marketing and service tips, workpapers and templates to optimise your business
- Public practice
- Business management
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 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
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
Watertight accountant engagement terms needed
A recent PI claim shows the consequences of straying outside the scope of work. Here’s what to avoid.
- Practice management
article·Published onData security and compliance key to holiday shutdowns
Three accounting practices share tips on what to do before closing the office
- 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 onHow the accounting profession can succeed at succession planning
Beat the demographic ‘bulge’ and start planning. Here’s what your plan should include.
- Practice management
article·Published onNew CPA Australia Quality Review Program is rolled out
Here’s why the quality review process has been completely overhauled
- 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
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