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. Use key metrics from firms across Pennsylvania 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.


J Using Stay Interviews to Retain Top Talent

J How Career Paths Can Help Millennials Grow in Your Company

Practice Management Guidance

  • 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.”
  • Cross Over the Missing Middle to Secure Succession Plan

    In more than 30 years of working with privately owned businesses, I have too often seen what can only be described as an ongoing blind spot regarding succession planning and the requisite good governance that should underlie it. This is an odd outcome for a group of individuals who are generally committed to family, community, and building a legacy.
  • Best Practices for Successful Fee Collection

    Ask any lawyer who routinely represents CPAs: “What is the No. 1 mistake CPAs make that gets them into trouble with their clients?” The answer almost invariably will be, “Suing clients for fees.”

Practice Management Blog Posts

  • Embracing Sustainability in Your CPA Practice

    Sustainability is most often viewed from an environmental perspective, but there are other types as well. Making sure every business is focused on its present needs without compromising its future is also a form of sustainability.
  • Safeguarding Clients’ Personal Data: Are You Meeting Your Legal Duty?

    A recent Pennsylvania Supreme Court case could make any entity collecting and storing personal information of Pennsylvania citizens liable for the breach or theft of such data. CPA firms in Pennsylvania should start taking action now to ensure that they are taking reasonable measures to protect their clients’ personal information.

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 ethics 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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