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

  • Embrace the Technology Revolution

    The recliner in my living room is my place of comfort – where I sit and relax to read or watch television. It is where I can feel safe, secure, and at ease. This article is about some other place: the future of work for CPAs. Technologies are merging, redefining, or erasing the lines between the digital and biological spheres. This type of change will affect our profession. The question is, how?
  • Embracing Tech to Better Your Membership

    Business and management publications continue to address the speed of change and the role technology plays in this arena. Innovation has far-reaching effects on how we work, how we live, and how we interact with others.
  • Four Common Pushbacks in CPA Firm Mergers

    Often, a CPA firm will start very comfortable conversations with another firm about doing a merger deal or an acquisition. Then, despite early good vibes, pushback is often encountered. Pushback is not rare, but if you don’t handle the issues of concern promptly and comprehensively, getting the deal done will become much harder.

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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