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

  • Determining the Right Policy Limit for Your Firm

    Regardless of your level of expertise in CPA professional liability, risk management, and insurance, the answer to “What should our policy limit be?” requires the careful consideration of a variety of factors.
  • Pros and Cons of Selling a Business to a Key Employee

    Entrepreneurs work hard to make their businesses succeed, and they often have a large percentage of their personal wealth embedded in those businesses. When they begin to contemplate retirement, it is important to maximize the net proceeds from the sale of their business to provide sufficient resources to support their retirement.
  • Automate and Reclaim Valuable Tax Department Time

    Trying to stay current on new regulations, incorporating those new regulations into existing calculations, explaining the impacts to management, and planning for additional scenarios all put a significant strain on resources. In addition, as technology continues to advance in all areas of the corporate world, management expectations have shifted: from quick closes being “nice to have” to being a priority.

Practice Management Blog Posts

  • 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.
  • Don’t Fear Automation: Emerging Tech Can Make the CPA More Vital

    The job of the CPA is demanding. CPAs must keep pace with constantly changing rules, while also provide greater strategic value to their clients. This is where automation can elevate the CPA.

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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