CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

How Profitable Is Your Firm Compared to Others Its Size? 

The  2018 AICPA PCPS/ National Management of an Accounting Practice (MAP) Survey results are now available. Review key benchmarks from CPA firms across Pennsylvania, and use that data to take your firm to the next level.

J AICPA PCPS/ 2018 National Map Survey (PICPA member login required)

J AICPA PCPS/ 2016 National Map Survey Commentary

J 2016 Pennsylvania MAP Survey Results

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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

  • Pa. Conversion Statute Could Spur Reorganizations

    While reviewing a possible re-organization involving a traditional merger, savvy consultants consider whether the restructuring could be accomplished more efficiently through one or more corporation-to-limited liability company conversions.
  • California Malpractice Case Highlights Audit Defenses

    When an audit client is exposed as a corrupt enterprise and a court-appointed receiver pursues claims against the auditors for malpractice and aiding and abetting, what defenses are available to the auditor? There are some, but you must make sure they are strong and in place at the beginning of an engagement.
  • Zero-Based Budgeting: Building for Success Again, and Again, and Again

    There are three ways for a company to increase economic value: increase revenue, cut costs, or do a combination of the two. But a number of “growth-starved” companies have moved toward zero-based budgeting (ZBB) in an effort to stay profitable.

Practice Management Blog Posts

  • Client Accounting Services: A Growth Opportunity to Consider

    By offering smartly executed client account services (CAS), also referred to as client advisory services, your firm will be able to help owners and managers run their businesses better and more profitably.
  • Office 365 Features: Gems to Maximize Your ROI

    Business professionals use Office 365 a lot, but few are taking full advantage of all that is available to them. This blog explores a few of the ways you can use your Office 365 subscriptions more efficiently and, in turn, increase your return on investment.

Free Tool of the Month: IT Corner with Roman – Tax Security

With virtually all tax information stored in computer networks, communicated over the internet, and being accessed remotely, it has never been more important for tax preparers to properly secure their networks. This edition of the PCPS IT Corner with Roman provides several recommendations and resources to help CPAs properly secure their taxpayer information.

This tool is an example of the turnkey tools and solutions offered by the AICPA's PCPS. View the PCPS site for more information.
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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