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Insights Research & White Papers

Preparing PICPA Members to Address the Top Accounting Issues of Today and Tomorrow

PICPA Insights produces research, analysis, and resources on cutting-edge issues that impact the accounting profession. We survey PICPA members and national audiences, and offer results for firm, company, and organization benchmarking.

Elevate your professional expertise with this exclusive PICPA member benefit, designed to empower you to navigate crucial challenges shaping the accounting profession.

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Start from Trust: Adopting AI and New Technology in Small and Midsize CPA Firms

When your firm is entrusted with tax returns, payroll data, ownership information, financial statements, and the details clients would never hand casually to anyone else, caution is not a personality flaw. It is part of the value proposition. And any adoption of new technology by small and midsize CPA firms must be thoughtful and deliberate.

 



Corporate Finance Technology Selection: Practical Frameworks for Vendor Evaluation and Implementation

Finance technologies—cloud-based enterprise resource planning (ERP), integrated financial planning and analysis (FP&A) platforms, accounts payable (AP)/expense automation, and close and consolidation tools, to name a few—have fundamentally changed how finance operates. For midmarket organizations—those without enterprise IT departments or large consulting budgets—this creates both opportunity and risk.

From Volume to Value: The New Era of Precision Hiring in Accounting

The accounting talent market is changing faster than ever. Based on a nationwide survey of accounting professionals, this white paper uncovers the forces reshaping hiring, from critical skills gaps to the rapid adoption of AI-powered recruiting. Firms that fail to adapt risk falling behind in a shrinking and increasingly competitive talent pool.

The Future of the Audit: Building Relevance and Sustaining Quality

Technological disruption, regulatory shifts, and talent shortages are reshaping the audit profession, and traditional approaches are no longer enough to meet today’s challenges. Learn how to embrace the forces reshaping auditing, meet challenges head-on, and seize the opportunities that innovation and foresight provide.

2025 CPA Firm Tech Report: Expert Guidance on Where to Invest Next

From audit automation and predictive financial forecasting to personalized client insights and enhanced data security, AI is redefining how firms operate, scale, and deliver value. Forward-thinking firms are already leveraging these tools to improve efficiency, mitigate risk, and strengthen advisory services.

Transform Your Firm's Business Model: Workplace Transformation and Talent Management Strategies

Forces are reshaping the way firms operate—bringing both unprecedented challenges and powerful opportunities. Download this report to learn how firms must rethink traditional business models, embrace innovation, and focus on strategic transformation.

2025 Compensation and Benefits for Accounting Firm Leadership: A Strategic Guide

In today's rapidly evolving workforce landscape, accounting firms must continuously adapt their compensation and benefit strategies to align with industry trends and employee expectations and stay competitive. Download this report to get the latest analysis of compensation, staffing and benefit trends for accounting firms within Pennsylvania.

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