CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

How Do Your Firm’s Salaries Compare with Others Its Size?  

Be in the know in less time. The newly redesigned and streamlined 2018 AICPA PCPS/CPA.com National Management of an Accounting Practice (MAP) Survey is now open and ready for your participation.

J AICPA PCPS/CPA.com 2016 National Map Survey Commentary

J 2016 Pennsylvania MAP Survey Results (member login required)


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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

  • Deferred Compensation Plan Errors and How to Correct Them

    A typical defined contribution plan, such as a 401(k) or 403(b), consists of a deferred compensation component, with or without an employer match, and/or a profit-sharing component. Participants in one of these plans elect a percentage or a specific dollar amount to be withheld each pay period. The plan sponsor (the employer) then remits the funds, along with any employer contributions, to the plan’s trust account maintained by a trustee or custodian.
  • Planning During a Crisis Is Not Succession Planning

    The CPA profession today ignores succession planning, unless there is a crisis. When we ask managing partners what they would wish for if they had a magic wand, we get the same answer: “I’d want to solve our leadership succession challenges.” Yet most firms’ business strategies do not include succession as an important element.
  • CPAs and Financial Advisers: A Great Team for Clients

    Throughout 2016, two of my clients who are partners in a business kept telling me what a fantastic year they were having. Since my firm handled their 401(k) plan, we suggested that we meet with them in September with their CPA and their plan’s third-party administrator. The main item on the agenda was to find ways to reduce the partners’ overall taxable income for that year.


Practice Management Blog Posts

  • Expand Your Services to Get the Most Out of Your Tax Practice

    Preparers of individual tax returns have witnessed a significant shift in the marketplace. But for those steeped in industry knowledge there are solutions to improving business retention and securing longevity.
  • Professional Friendship

    Can there be such a thing as a “professional friendship”? In a relationship where professional standards, priorities, and boundaries are well understood, can we also recognize that it’s human and normal to genuinely trust and like each other? If it doesn’t exist, it should.


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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