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

  • Client Board Meetings Offer Opportunity to Shine, but Don’t Trip Over Legal Line

    The board of directors of a corporation should meet annually, if not more frequently. Partnership agreements, too, commonly require an annual meeting (at minimum). Agenda items for these meetings may include election of officers and directors, decisions concerning distributions, officer compensation, retirement plan contributions, review and approval of loans to shareholders, and ratification of key management decisions made during the year.
  • Practice Integration Imperatives

    Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction. Nearly as important, but often overlooked, is having a well-designed integration plan.
  • Cybersecurity for Benefit Plan Sponsors and Auditors

    Employee benefit plans are ripe with information that may be vulnerable to a data breach. Protecting plan information is often overlooked by plan sponsors when devising their cybersecurity strategies. However, Employee Retirement Income Security Act (ERISA) Section 404 requires benefit plan sponsors and other fiduciaries to administer plans with the “care, skill, prudence, and diligence under the circumstances that a prudent person acting in a like capacity and familiar with such matters would use.”


Practice Management Blog Posts

  • Top Tips for Choosing and Implementing New Software

    At some point you’ll likely have to purchase new technology for your business. Here are some tips and insights for navigating the process of choosing and implementing new software.
  • Accounting Advisory Services Needed Now More than Ever

    The need for advisory services among your clients and potential clients increased notably during the COVID-19 pandemic. The need has always been there, but it jumped to the foreground this spring and summer. Advisory work can be more strategic than day-to-day accounting services, so expand your work with your clients on growth plans, hiring decisions, market trends, and new offerings.


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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