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

  • The Effect of South Dakota v. Wayfair on GAAP Reporting

    In June 2018, the U.S. Supreme Court altered five decades of perspective regarding where an entity is “doing business.” Certainly, there are significant implications for tax compliance, but there are also immediate financial reporting issues for companies reporting under generally accepted accounting principles.
  • Changes to Uniform LLC Act May Have Unexpected Impact

    Recently enacted changes under the Pennsylvania Uniform Limited Liability Company Act will have a dramatic impact on the governance of limited liability companies in Pennsylvania. The act took effect on April 1, 2017, and because LLCs are the most frequently used legal entity, it is essential that CPAs understand the new rules.
  • Live the Succession Process

    Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in CPA firms has received a lot of attention – even to the level of anxiety – for a very long time, not enough firms have figured it all out. In fact, according to the 2020 Rosenberg Survey, only a little more than half of the firms surveyed of all sizes had a written, approved succession plan in place. That percentage is far lower in smaller firms.


Practice Management Blog Posts

  • CPA Practice Tips to Earn More Without Working More

    There are plenty of ways to make more money as a CPA, but the trick is making more money without working any harder. There are three general reasons why CPAs work as hard as they do and still under-earn. Fix these shortcomings and you will be on the path to earning more without working harder.
  • CPA Marketing Is the Edge for High-Performing Firms

    Accounting firms with double-digit growth have one thing in common: they actively focus on recruiting and retaining a high-quality marketing staff. These high-performers have almost twice the marketing resources of slower-growing firms.


Free Tool of the Month: Employee Value Self-Assessment

Just because someone is a high performer or has excellent technical skills doesn't mean they’re working at their best. Employees should be measured on the value of their work, the value they bring to the firm, and the return on investment that they deliver – all of which are within their control. The new PCPS Employee Value Self-Assessment helps employees better understand the true value that they bring to your firm by focusing on accountability.

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, up to a max of $700 per firm, is a great investment for a broad range of practice management resources. 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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