CPA Practice Management 

Improve your bottom line and plan for growth. 

How Profitable Is Your Firm Compared to Others Its Size? 

The  2018 AICPA PCPS/CPA.com 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/CPA.com 2018 National Map Survey (PICPA member login required)

J AICPA PCPS/CPA.com 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.

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Using Stay Interviews to Retain Top Talent

How Career Paths Can Help Millennials Grow in Your Company


Practice Management Guidance

  • Client Board Meetings Offer Opportunity to Shine, but Don’t Trip Over Legal Line

    The board of directors of a corporation should meet annually, if not more frequently. Partnership agreements, too, commonly require an annual meeting (at minimum). Agenda items for these meetings may include election of officers and directors, decisions concerning distributions, officer compensation, retirement plan contributions, review and approval of loans to shareholders, and ratification of key management decisions made during the year.
  • Practice Integration Imperatives

    Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction. Nearly as important, but often overlooked, is having a well-designed integration plan.
  • Cybersecurity for Benefit Plan Sponsors and Auditors

    Employee benefit plans are ripe with information that may be vulnerable to a data breach. Protecting plan information is often overlooked by plan sponsors when devising their cybersecurity strategies. However, Employee Retirement Income Security Act (ERISA) Section 404 requires benefit plan sponsors and other fiduciaries to administer plans with the “care, skill, prudence, and diligence under the circumstances that a prudent person acting in a like capacity and familiar with such matters would use.”


Practice Management Blog Posts

  • Ethical Issues to Keep in Mind if Exploring Cannabis Opportunities

    The growing cannabis industry may offer a tremendous opportunity for CPAs to work with entrepreneurs who may be relative novices to the rules and regulations of business. However, associating with this industry presents a quandary to those in a profession that prides itself on maintaining high ethical standards.
  • Accounting Recruitment Trends Shift, AICPA Report Shows

    There is no denying it: accounting is technology. In its 2019 Trends in the Supply of Accounting Graduates and the Demand for Public Accounting Recruits, the AICPA shows how CPA firms are shifting their hiring models to focus more on technology skills.


Free Tool of the Month: PCPS Guide to Marketing and Sales Roles in Accounting

Growing your firm is a year-round process. Using the PCPS Guide to Marketing and Sales Roles in Accounting, you can explore options in structuring positions for all firm sizes. This guide will help identify ways to kick growth into high gear.

PCPS Guide to Marketing and Sales Roles in Accounting 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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