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. Review key benchmarks from CPA firms across Pennsylvania, and use that data 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.


Using Stay Interviews to Retain Top Talent

How Career Paths Can Help Millennials Grow in Your Company

Practice Management Guidance

  • Free Wi-Fi: A Client Convenience that Could Upend a Practice

    Most retail centers offer free wireless, and consumers have come to expect free customer Wi-Fi wherever they go. It’s handy and flexible. Quick-serve restaurants generate revenue by promoting it; the supermarket has free Wi-Fi; and banks are turning their waiting areas into café-type lounges with Wi-Fi.
  • How CPAs Should Respond to Subpoenas

    A subpoena is usually a formal request for documents and/or appearance. The request may come from an attorney in the course of litigation or by a government agency in the course of a criminal or civil investigation. CPA firms are often uncertain about how to respond to subpoenas because they also need to comply with a number of rules and regulations that are intended to protect client confidentiality.
  • Pa. Conversion Statute Could Spur Reorganizations

    While reviewing a possible re-organization involving a traditional merger, savvy consultants consider whether the restructuring could be accomplished more efficiently through one or more corporation-to-limited liability company conversions.

Practice Management Blog Posts

  • CPAs: Prepare for COVID-19 Fallout

    Business disruptions from the coronavirus have reached a global scale. People are fearful and there is much uncertainty and misinformation. In this chaotic environment, CPA advisers must be alert to all the potential fallout.
  • Never Take a Practice Merger Off the Table

    About 20% of all CPAs who have the ability to decide when and if they will retire will simply choose “turn out the lights” as their exit strategy. There are better options. Consider a merger for your firm as a succession plan.

Free Tools of the Month: Working Remotely; Revenue Recognition Breakdown

The tools below are examples of the turnkey tools and solutions offered by AICPA's PCPS. View the PCPS site for more information.

1) In light of the current COVID-19 (Coronavirus) situation, many employers are recommending or mandating employees to work remotely. This PCPS resource outlines a few tips to share with your members to help them stay engaged while utilizing flexible work environments. 
2) The Revenue from Contracts with Customers standard has the potential to impact the day-to-day accounting and the way business is executed through contracts for customers in almost every entity. Use this guide along with other resources in the PCPS Breaking Down Revenue Recognition Toolkit to help train your professional staff to ensure effective and efficient implementation.

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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