CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 


Practice Management Guidance


  • CPA Firm Corporate Structure Choices

    Since the CPA Law has undergone several revisions, and since both the PICPA staff and I regularly receive questions about what legal entities are appropriate for CPA firms in Pennsylvania, now is a good time to familiarize yourself with your options. If you are forming a new firm, though, please consult an attorney, and if you do not handle taxes then you should also consult with a CPA to find out which structure works best for you from a tax perspective.
  • A Profession in Transition

    The theme of my term as PICPA president is going to be “A profession in transition.” The press is full of predictions regarding the demise of the accountant, citing automation and artificial intelligence as replacements. Instead, I believe the changing marketplace can be an opportunity for CPAs.
  • Small and Midsize Firms Offer Large-Scale Opportunities

    When emerging CPAs enter their final years in college and begin to apply for internships and full-time positions, they contemplate many questions. Should I choose public, private, or government accounting?


Practice Management Blog Posts

  • Trusting That Work Gets Done Doesn’t Mean You Have to See People Working

    It has always intrigued me that many CPAs in public accounting do not support work-from-home policies. Why would that be? I have found that what often concerns CPAs is probably not something they need to worry about, and that there are two things CPAs should address regarding working from home that are ignored by most.
  • Five Ways Your Firm Can Attract the Best Young Talent

    At the PICPA Women’s Leadership Conference in May 2017, Tamera Loerzel addressed how to attract and retain young talent. Find out what the five areas that stood out most for young professionals.


Free Tool of the Month: PCPS CPA Firm Top Issues Commentary

What is keeping firm owners up at night?  See what your peers identified as their top challenges, examine developing trends and find resources to help your firm in the latest PCPS CPA Firm Top Issues Commentary.

PCPS CPA Firm Top Issues Commentary is an example of the turnkey tools and solutions offered by the AICPA's PCPS. View the PCPS site for more information.

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On-Site Training
Any of the sessions you see listed here can be brought directly to your office. E-mail Professional Education for details about On-Site ethics training and a price quote.
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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