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
Helping accountants by becoming an external assessor
UPDATED JUNE 2024: Learn why getting involved in the CPA Australia Best Practice Program can reap dividends
- Practice management
article·Published onCalling on early-career, progressive public practitioners
Be nominated or self-nominate for an award recognising innovation and a progressive mindset
- Practice management
article·Published onThink outside the square on the accounting skills shortage
Here’s how some New Zealand and Australian public practitioners deal with the scarcity of staff
- Practice management
article·Published onStarting your practice
Before starting your own practice there are some key considerations and obligations to take into account
- Practice management
MY FIRM. MY FUTURE.
Supporting your business through strategic planning, skills development, business recovery and cybersecurity
- Practice management
Your client service approach
Tips to assist you in understanding your clients' needs, and strategising your approach to meeting them
- Practice management