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

  • In an M&A Deal, Buyers Often Have a Succession Plan Too

    There is one part of the M&A equation that is important to note: succession is not unique to one side of the table. Buyers, too, have succession issues that impact their approach to M&A. Here are four general succession concerns that often guide buyer-side decisions.
  • Millennials, Diversity, and the Accounting Profession

    Today’s business environment is characterized by globalization, technological advances, and a workforce that is aging while simultaneously becoming increasingly diverse among its new entrants. The accounting profession is subject to these same forces. With a looming talent shortage as the baby boomer generation continues to retire in large numbers, attracting and retaining professionals capable of operating in a complex business environment should be a top priority for all CPAs in leadership positions, whether in public accounting or in industry.
  • Free Wi-Fi: A Client Convenience that Could Upend a Practice

    Most retail centers offer free wireless, and consumers have come to expect free customer Wi-Fi wherever they go. It’s handy and flexible. Quick-serve restaurants generate revenue by promoting it; the supermarket has free Wi-Fi; and banks are turning their waiting areas into café-type lounges with Wi-Fi.


Practice Management Blog Posts

  • In 2022 Keep Your Eye on the Firm Risks Inherited from 2021

    For CPAs, the outlook for 2022 is not a lot different than what we experienced in 2021: accelerated change and emerging issues that impact how we approach the services we provide. Here are three key areas CPAs must keep in mind as we move into the new year.
  • Winning New Business, Acquiring Talent: COVID's Impact on Accounting Firms

    Accounting and finance firms face a multipronged challenge: find ways to grow in the coming years and take advantage of new opportunities in this rapidly changing environment. It’s time to develop a strategy that invests in and embraces talent, marketing, and technology moving forward.


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
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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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