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.

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Using Stay Interviews to Retain Top Talent

How Career Paths Can Help Millennials Grow in Your Company


Practice Management Guidance

  • How to Prepare a Business for Strategic Sale

    Business successions are generally accomplished in one of three ways: transition to next-generation family members, sale to key management or employees, or sale to an outside party. There are many considerations, both financial and nonfinancial, when deciding on a transfer of ownership. But when maximizing the net proceeds from the sale is a priority and ensuring that the majority of the proceeds are up-front cash, a sale to an outside party is the most viable option.
  • Has the Great Resignation Altered Your Retention Plans Yet?

    As the world health crisis started to unfold in 2020, financial service firms observed the growing desolation among our clients watchfully, like tourists eyeing a tsunami from the 12th floor of a beachfront hotel. The tide was rising to wash businesses away, and the casualties were significant. As part of the aftermath, the way people work has been transformed. In 2022, with clearer skies and receding flood waters, there is now a better view of what happened and what lies ahead. The economic storm, it seems, washed away a fair number of workers with the Great Resignation that followed the health crisis. Now employers are scrambling to evaluate their methods of recruitment and retention.
  • Your Greatest Malpractice Risks and How to Mitigate Them

    Many CPAs don’t realize how everyday tasks can easily expose them to malpractice litigation. Think about it. CPAs work hard at collecting client financial information, analyzing it to answer questions, and preparing government filings and crafting statements. This is complicated, time-intensive work that must accurately hit the mark. When it doesn’t, malpractice lawsuits can ensue.


Practice Management Blog Posts

  • 5 Priorities in 2022 to Win at M&A

    When it comes to accounting firm mergers and acquisitions (M&A), two factors in 2022 are making a hardy impact: staffing challenges and the acceleration of technology. For those in today’s market, here are five vital priorities to be more successful with your M&A endeavor.
  • Reflecting on the Future of the Profession

    To ensure the PICPA remains a valuable resource for CPAs across Pennsylvania, it is essential for the organization to provide future-conscious information and opportunities for 21st century CPAs and for CPAs to embrace the changes in technology and business practices. To that end, Dr. Daniel Susskind, fellow in economics at Oxford University, was the keynote speaker at PICPA's 125th Annual Meeting where he shared his view on the future of the profession.


Free Tool of the Month: 2021 Top Issues Commentary

The biennial Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey asks firms to rank the challenges that are of greatest concern to them.  This commentary reviews the recent 2021 survey results for each firm size in detail. It focuses on the top five issues in each size, but also includes key insights on top 10 results that may enhance the understanding of firms’ concerns.

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 with a maximum of $700 per firm, is a great investment for a broad range of practice management resources.

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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