CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

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

Practice Management Guidance

  • Managing Your Firm through Tax Reform Implementation

    When the Tax Cuts and Jobs Act reworked the tax code, it happened fast. And your clients want answers, fast. They want to know how the new law affects them now and going forward, but we don’t yet have clarity on some of the specifics or regulations to guide us.
  • The Practice of Accounting vs. the Practice of Law

    There is considerable disagreement between CPAs and attorneys as to exactly what CPAs can do in the area of advice and what constitutes the practice of law – especially since “practice of law” is a nebulous term without clear definition. Most of the disagreement often seems to come to a boil in the area of tax practice. The situation hasn’t been helped or made any clearer now that many big firms employ lawyers who prepare tax returns.
  • Failure to Design Audit to Detect Fraud Can Lead to Liability

    On Dec. 28, 2017, a federal court in Alabama ruled in favor of the Federal Deposit Insurance Corporation in a case against PwC arising from a bank failure after a massive fraud was discovered between a bank and one of its customers. This was the second case against PwC related to the failure of Colonial Bank.


Practice Management Blog Posts

  • Strategic Thinking…Focus on the Future

    Thinking strategically means you are able to see one or two steps ahead. But you need to have your head up so you can identify potential new opportunities to grow your business in a positive and profitable manner.
  • OPR Finally Allows the Right to Respond to Accusations

    The IRS’s Office of Professional Responsibility (OPR) has the exclusive authority to administer and govern professional disciplinary standards. OPR recently changed the Circular 230 practitioner violation investigation disclosure process.


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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