CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 


Practice Management Guidance


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  • How Disrupted Are You?

    PICPA President Lisa Myers and I recently had the pleasure to meet with many PICPA members during our 2016 Professional Issues Update tour around the state. This series of meetings allows us to share thoughts and strategies related to current, as well as future, issues that impact our members, and to better understand how we can assist you in meeting those issues head-on.
  • Managing the Fears of Practice Transition

    A successful firm transition requires many factors to align properly. The transition plan will usually focus on finances and terms, but not so much on human factors – chief among them being fear. If you’re a firm owner considering a merger/sale or acquisition, some level of fear is a normal emotion and, in fact, crosses both sides of the table.
  • California Malpractice Case Highlights Audit Defenses

    When an audit client is exposed as a corrupt enterprise and a court-appointed receiver pursues claims against the auditors for malpractice and aiding and abetting, what defenses are available to the auditor? There are some, but you must make sure they are strong and in place at the beginning of an engagement.


Practice Management Blog Posts

  • Is Your Succession Plan Destined to Succeed?

    Do you have a succession plan in place? If you are a sole proprietor or a local CPA firm, the answer is “no” more often than not. Less than 10 percent of sole proprietors have a practice continuation agreement in place. You can fix that.
  • Management of an Accounting Practice Survey: Your Practice Building Measuring Tape

    The National MAP survey is the leading benchmarking study for CPA firms. The biannual report measures key practice management points and offers strategic insights. Because nearly 60 Pennsylvania firms participated in the 2016 survey, PICPA members have access the results.


PCPS Free Tool of the Month: PCPS Client Goals and Challenges Worksheet

Free Tool of the Month: PCPS Client Goals and Challenges Worksheet

Opportunity season is here! Use the Client Goals and Challenges Worksheet to guide a conversation with your clients that can help identify opportunities to deepen your client relationships. Have these conversations now and you'll have a head start on providing valuable service as a trusted adviser after busy season.

This PCPS Client Goals and Challenges Worksheet 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 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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