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

  • Data Breach! What Should Be Disclosed?

    What do Uber, Equifax, and Target have in common? All were subjects of data breaches that compromised corporate records with resulting damage to the companies and account holders. The problems caused by a data breach are often compounded when the breach is not disclosed in a timely fashion.
  • Five Valuation Questions When Planning Your Succession

    Valuation is critical when preparing for a business transition, whether it’s an acquisition by an outside party or a transfer of ownership to a family member or key employee. Valuation is a broad and subjective concept, and critical factors can be interpreted differently. This can lead to a disparity in valuation opinions. As such, it is important to start the valuation process with a solid understanding of the fundamental concepts.
  • Managing the Risks of Remote Accounting Work

    When managing a virtual workforce, building a remote-work policy is crucial. This document must spell out the objectives of virtual work teams and define which employees are eligible and the conditions under which they should work.


Practice Management Blog Posts

  • Multiple Services in One Engagement Letter: Practical Considerations for CPAs

    More CPA firms are raising the practical considerations of establishing multiple accounting services in one engagement letter. While the benefit of combining multiple services on one letter as opposed to many appears obvious, there are important considerations that must be weighed beforehand.
  • 5 Ways to Enhance Diversity and Inclusion

    When it comes to diversity, equity, and inclusion initiatives, progress can be slow and difficult to measure. Even the staunchest allies get fatigued and wonder if we are making progress undoing generations of challenges. But when we are most tired, it is good to remember the successes and, yes, the progress underway.


Free Tool of the Month: Forgiveness Form Decision Tree

The Small Business Administration (SBA) has released three forms and corresponding sets of instructions to be used by borrowers when applying for forgiveness of the Paycheck Protection Program (PPP) loans. The PCPS Forgiveness Form Decision Tree will walk borrowers through the key questions and considerations to keep in mind when selecting the appropriate forgiveness form. With easy to read Yes/No questions, borrowers can follow the guides to come to a tentative conclusion about the form that will work best for their particular circumstance.

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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