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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Practice Management Guidance

  • IRC Section 163(j): Another Cost of Leveraging an Acquisition

    Ever since the economic crash of 2008, foreign and domestic corporations have fought hard to get back to the days of steady growth. A lot of corporations have grown organically, but many essentially expanded through acquisition. Without the luxury of having excess cash reserves, these corporations typically opt to leverage their acquisitions by taking on some form of debt.
  • Client Records: Your Responsibilities with Hand-Over Requests

    When a client decides to part ways with you and requests the return of his or her records, do you know your obligations to comply with this request? Don’t worry if you don’t. There is guidance readily available.
  • Steps for Your Clients to Survive Crisis and Recovery

    The coronavirus pandemic abruptly shifted the CPA practitioner’s focus from business planning for client growth to simply planning to keep their clients’ heads above water. Standard business operations and commerce were frozen by the efforts to contain the spread of the deadly COVID-19. The time frame associated with the disruption was never clear, and various governmental assistance programs were instituted to provide some economic relief. Despite the efforts, business owners have been concerned that the relief wouldn’t be sufficient to ride out this unprecedented storm.


Practice Management Blog Posts

  • Get Your Cybersecurity Policy Down with a WISP

    More than 25 states have passed laws that require businesses that handle and store personal information to develop and implement a written information security program (WISP). WISPs document the security policies and procedures for the data and personal information being stored. Any firm that keeps this type of data – which extends not just to computerized data but hard copies as well – is likely required to develop and implement a WISP.
  • Remote Work Security from Hackers and Malware

    The widespread growth of remote work is opening new access points and vulnerabilities for hackers to exploit. They have many ways of exploiting CPAs facing tax-filing deadlines, especially when firms have outdated software, vulnerable email systems, and inattentive employees. Data security has become an urgent concern for the accounting profession.


Free Tool of the Month: 2021 Top Issues Commentary

The biennial Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey asks firms to rank the challenges that are of greatest concern to them.  This commentary reviews the recent 2021 survey results for each firm size in detail. It focuses on the top five issues in each size, but also includes key insights on top 10 results that may enhance the understanding of firms’ concerns.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS firm membership, at only $35 per CPA with a maximum of $700 per firm, is a great investment for a broad range of practice management resources.

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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