CPA Practice Management

Improve your bottom line and plan for growth.

Recent Developments

Client Letter Addressing COVID-19
Let your clients know how your firm is addressing the coronavirus by sending them this letter.
- More: Coronavirus Resources & Updates
Concerns Regarding Third-Party Verification
Obtain AICPA-issued resources for tax and A&A practitioners.
IRS Contact List for Practitioners
Save time by calling the right number for the right resource.

Tips on Reopening Offices Responsibly

NEW! Employer COVID-19 Vaccine Considerations - Arthur J. Gallagher & Co.
NEW! EEOC Releases Guidance on COVID-19 Vaccinations in the Workplace - Goldberg Segalla
Office Work Faces a New Normal - CPA Now
Office Opening Considerations Post-COVID - CPA Conversations
Return to Work Action Items - Arthur J. Gallagher & Co.
Return to Workplace Guide - Arthur J. Gallagher & Co.
Employer Considerations for Returning to Work - Arthur J. Gallagher & Co.
A Guide to Reopening Your Business - U.S. Chamber of Commerce

Watch Now

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

Cloud Computing: Security and Risk Management

Peter J. Kaye, CPA, and Robert G. Korbeck Jr. explain how cloud computing technology can help many types of companies, but urge those who choose to take the leap to understand the implications of faulty risk management.
AR-C Section 70: Are You Prepared to Prepare?

For years, clients have wanted to get quick and reasonably priced (read “inexpensive”) financial data at interim and year-end from their CPAs. CPAs may have wanted to deliver, but until Statement on Standards for Accounting and Review 21 and the new preparation service, this could not be done without an accountant’s compilation report.
Risk Management Protocols: First Step against Cyberthreats

Wolters Kluwer, the provider of the CCH Tax Software suite of products, discovered an “anomaly” in the spring of 2019 that, upon further investigation, was determined to be malware infecting its systems. The company immediately took its systems off-line, and they remained so for over three days. Not only was access unavailable for most tax practitioners, many accountants began to ponder the question, “Do I have to do the data breach notification protocol mandated by my state?” Moreover, there was consternation in the profession concerning what this incident might mean for them in terms of liability exposure. The incident, as unhappy as it was, serves as a good learning moment to emphasize some risk management tools CPAs can use to protect themselves from liability exposures in the digital age.

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Practice Management Blog Posts

6 Keys to a Firm that Scales

To build a modern CPA firm, you need to set it up to scale. Find out the six necessary components to establish a successful, scalable firm in 2020.
CPA Leadership Sets Up a Successful Practice

CPAs are uniquely qualified to be exceptional leaders. Not only are they extensively trained, but they also possess innate talents that draw them to the profession. Here are some tips to help CPAs focus on the leadership aspects of the profession that will pay huge dividends.

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Free Tool of the Month: Overview of SBA Loans

The economic landscape for many small businesses has changed dramatically because of COVID-19. If your business has been affected, loans from the Small Business Administration (SBA) may be able to help you stay afloat, pay your employees, and cover other expenses. Use this side-by-side SBA loan overview comparison to analyze your options.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. Find out if you are already a PCPS member or register for a virtual tour to learn more.

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CPA Practice Management

Recent Developments

The Coronavirus Effect on Lease Concessions

Biden Administration Could Mean Whole New World for Federal Taxation

Tips on Reopening Offices Responsibly

Watch Now

More:

Practice Management Guidance

Cloud Computing: Security and Risk Management

AR-C Section 70: Are You Prepared to Prepare?

Risk Management Protocols: First Step against Cyberthreats

Practice Management Blog Posts

6 Keys to a Firm that Scales

CPA Leadership Sets Up a Successful Practice

Free Tool of the Month: Overview of SBA Loans