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/CPA.com National Management of an Accounting Practice (MAP) Survey results are now available. Use key metrics from firms across Pennsylvania to take your firm to the next level.

J AICPA PCPS/CPA.com 2018 National Map Survey (PICPA member login required)

J AICPA PCPS/CPA.com 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.

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J Using Stay Interviews to Retain Top Talent

J How Career Paths Can Help Millennials Grow in Your Company


Practice Management Guidance

  • A Profession in Transition

    The theme of my term as PICPA president is going to be “A profession in transition.” The press is full of predictions regarding the demise of the accountant, citing automation and artificial intelligence as replacements. Instead, I believe the changing marketplace can be an opportunity for CPAs.
  • Small and Midsize Firms Offer Large-Scale Opportunities

    When emerging CPAs enter their final years in college and begin to apply for internships and full-time positions, they contemplate many questions. Should I choose public, private, or government accounting?
  • There’s Nothing Magic about Preventing Cybercrime

    Almost daily we hear news of computers and e-mails being hacked, credit card numbers and identities stolen, and all sorts of fraud. CPAs are generally more in tune with this news than perhaps some other professions, and usually take steps to protect themselves and their clients.


Practice Management Blog Posts

  • 2017 CPA Firm Survey – Talent a Top Issue

    Every two years AICPA’s Private Companies Practice Section conducts its CPA Firm Top Issues Survey. The top concern common among almost all firm sizes can be summed up in one word: talent.
  • Expert Offers Tips on Exit Planning

    Exit planning is a forward-thinking strategy that should be established well in advance to ensure comfort for yourself and your clients, whose businesses depend on your unbroken service and attention. Hear more from Charles R. Kedra, CFP, AIF, CEPA, senior partner and director of business advisory services with Legacy Planning Partners.


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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