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/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

  • The Evolution of the CPA Exam

    Having spent 15 years of my career working in the testing industry, the last nine with the AICPA examinations team, I understand and appreciate the vital role assessments play in supporting their respective industries or professions.
  • How COVID-19 Pandemic Amplifies Cybersecurity Concerns

    Just as many cybersecurity experts predicted, there was a surge in cyberattacks against practices of all sizes during the height of the COVID-19 pandemic. Organizations that track cyberattacks reported an increase of 300% during these unprecedented times.
  • Engagement Letters for Consulting Never More Important

    As the CPA community entered March, it looked like another routine tax season. With another year of the Tax Cuts and Jobs Act under the belt, we were beginning to feel comfortable again with the tax code and in the rhythm of the compliance calendar. The coronavirus was a concern, but no anvil had fallen out of the sky and conked us on the head (for those of you familiar with Wile E. Coyote) … until one did.


Practice Management Blog Posts

  • The Safeguards Rule and CPAs: How to Prepare an Information Security Plan

    Federal law obligates CPAs across the country to maintain a written information security plan that annually assesses their security posture and ensures that "adequate safeguards are in place" to protect sensitive personal data. But try not to think of it as another government-mandated must: view it as an opportunity to assess and minimize your cybersecurity vulnerabilities and enhance protections against the increasing threat of identity theft.
  • Business Development Plans while Keeping Socially Distant

    Connecting with potential clients has become more difficult in the age of COVID-19 than it was already. CPAs need to adjust their tried-and-true business development techniques for the now and prepare for a post-COVID-19 world that may look much different.


Free Tool of the Month: Overview of SBA Loans

The economic landscape for many small businesses has changed dramatically because of COVID-19. If your business has been affected, loans from the Small Business Administration (SBA) may be able to help you stay afloat, pay your employees, and cover other expenses. Use this side-by-side SBA loan overview comparison to analyze your options.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. 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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