CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

Tips on Reopening Offices Responsibly

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Meredith Toole of Talent Point Consulting discusses attracting and retaining talent in this quick video series.


Using Stay Interviews to Retain Top Talent

How Career Paths Can Help Millennials Grow in Your Company

Practice Management Guidance

  • Failure to Design Audit to Detect Fraud Can Lead to Liability

    On Dec. 28, 2017, a federal court in Alabama ruled in favor of the Federal Deposit Insurance Corporation in a case against PwC arising from a bank failure after a massive fraud was discovered between a bank and one of its customers. This was the second case against PwC related to the failure of Colonial Bank.
  • The Practice of Accounting vs. the Practice of Law

    There is considerable disagreement between CPAs and attorneys as to exactly what CPAs can do in the area of advice and what constitutes the practice of law – especially since “practice of law” is a nebulous term without clear definition. Most of the disagreement often seems to come to a boil in the area of tax practice. The situation hasn’t been helped or made any clearer now that many big firms employ lawyers who prepare tax returns.
  • Thoughtful Professional Collaborations Can Bolster Your Common Client’s Success

    The financial plan roadmap typically covers strategies for income planning, wealth management, tax minimization, legacy planning, and more. Leveraging all these capabilities requires a “big-picture perspective.” For many CPA firms, particularly smaller firms, integrating the services of other professionals will enhance and support this holistic approach.

Practice Management Blog Posts

  • Buy-Sell LLC Advantages for Business Continuity Management

    Buy-Sell LLCs preserve the best traits of traditional buy-sell agreements while offering a new way forward for business owners seeking more tailored strategies. They avoid the seemingly unavoidable limits of traditional buy-sell arrangements while accentuating their best attributes.
  • Legal Issues with Mandating COVID-19 Vaccination in the Workplace

    As employers seek to reopen their workplaces, many wonder whether they can require employees to be vaccinated as a condition of returning to the office. Considering the Americans with Disabilities Act and numerous state and local laws, this is not a simple yes or no answer.

Free Tool of the Month: Firm Competency Model

Now is the time for career conversations, and the popular PCPS Firm Competency Model has been recently updated to include D&I competencies. This customizable career ladder outlines what competencies staff need to master before moving to the next level.  Modify this model to fit your firm needs, provide to your staff, and allow them to use as a guide as they set and conquer 2021 goals.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS firm membership, at only $35 per CPA, up to a max of $700 per firm, is a great investment for a broad range of practice management resources. Find out if you are already a PCPS member or register for a virtual tour to learn more.

On-Site Training
Any of the sessions you see listed here can be brought directly to your office. Contact us for details about on-site training and for a price quote.

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Firm Culture and Its Impact on the Future of the Firm

Firm Culture Report

Explore PICPA's comprehensive report on employee benefits, firm values, generational differences, the talent pipeline, and succession planning.

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