CPA Practice Management 

Improve your bottom line and plan for growth. 

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Meredith Toole of Talent Point Consulting discusses attracting and retaining talent in this quick video series.

Practice Management Guidance

  • IRC 355: Understanding the Basics of a Tax-Free Spin-off

    One disadvantage of forming a Subchapter C corporation is the unfortunate reality of “double taxation.” The first level of taxation occurs when the business pays corporate income taxes on its profits. The second level occurs when the previously taxed profits are distributed to shareholders as dividends. Even if the corporation does not have sufficient cash flow and decides to distribute property that has appreciated in value to its shareholders, the tax is typically unavoidable.
  • Important Phrases to Listen for during Preliminary M&A Conversations

    When two interested CPA firms delve into serious conversations about merging or combining, they often spend a lot of time negotiating the economics of a transaction, the compatibility of financial policies, and the parameters of control and authority. While those topics are very important, the equally important integration, transition, and service platform unfortunately are poorly addressed ahead of closing.
  • Leveraging Cloud Technology for Smaller Accounting Firms

    To remain competitive, keeping up with technological advances is a prerequisite for firms of all sizes. Cloud-based computing is helping to level the playing field for small and medium-sized practices by increasing efficiency, lowering up-front costs for technology infrastructure, providing real-time access to data from any location, and offering scalability. This article discusses some of the advantages and challenges of cloud computing, and offers suggestions for a successful implementation for small and medium-sized enterprises.


Practice Management Blog Posts



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. E-mail Professional Education for details about on-site ethics training and for a price quote.

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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