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

  • 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.


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.


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.

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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