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. Use key metrics from firms across Pennsylvania 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.

More:

J Using Stay Interviews to Retain Top Talent

J How Career Paths Can Help Millennials Grow in Your Company


Practice Management Guidance

  • Embrace the Cloud to Help Hire and Retain

    Surely there are pros and cons to the emerging technologies in the world of accounting and finance, but could we stop the momentum if we wanted to? And why would we? With a growing millennial workforce, technologies such as the cloud and mobility can be at the forefront of our efforts to recruit, staff, and retain the teams we need to accomplish our goals.
  • Social Media Management: Protecting Your Digital Image

    Social media is pervasive and powerful. Your firm can embrace it or try to ignore it, but the impact of social media on a firm’s reputation seems inevitable. How does one manage the risks associated with social media while enjoying the rewards of a robust social media presence? This article examines some social media policies to help manage the risks.
  • Remember the Human Side of the Tech Revolution

    This issue shows how the role of the CPA is changing. Training and execution is a must as the profession evolves because your personal evolution doesn’t stop with enhanced technical knowledge. Technology without human oversight and direction loses its value and effectiveness on strategic development, business relationships, and company brand. Ultimately the consumer or client pays for an expected product or service, not the technology behind the scenes. With that in mind, CPAs cannot lose sight of all the components needed to build a successful career and support the success of your firm or company.


Practice Management Blog Posts

  • 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.
  • Cybersecurity Begins Inside Your Company

    A major piece of any cyber defense is understanding that success is dependent on the interest and participation of the end users. Information security professionals understand this, and stress a balanced program of three guiding principles: availability, integrity, and confidentiality.


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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