CPA Practice Management 

Improve your bottom line and plan for growth. 

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

Practice Management Guidance

  • When Trust Fades: Gauging Client-CPA Success Factors

    CPA practitioners must exercise due diligence and professional skepticism in accepting and continuing all clients and engagements. A continual evaluation of the client (whether prospective or continuing) can keep a CPA’s exposure to litigation and financial controversy to minimal risk. And the foundation for this evaluation must be our Code of Conduct.
  • Means, Motive, Opportunity: It’s Always the Ones You Trust

    Any closely held business that operates without adequate segregation of duties is exposed to the risk of embezzlement. This is hardly a revelation. In fact, it’s Bookkeeping 101. Yet, time and again, this vulnerability is exploited to devastating effect. There is an odd, overarching irony to it all.
  • Don’t Surrender Your Privity Shield

    Have you ever considered which classes or categories of persons or entities bring claims of accounting malpractice? Your awareness of who they are and how they succeed can help you steer clear of trouble.


Practice Management Blog Posts

  • Is Your Succession Plan Destined to Succeed?

    Do you have a succession plan in place? If you are a sole proprietor or a local CPA firm, the answer is “no” more often than not. Less than 10 percent of sole proprietors have a practice continuation agreement in place. You can fix that.
  • Management of an Accounting Practice Survey: Your Practice Building Measuring Tape

    The National MAP survey is the leading benchmarking study for CPA firms. The biannual report measures key practice management points and offers strategic insights. Because nearly 60 Pennsylvania firms participated in the 2016 survey, PICPA members have access the results.


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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