CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

Tips on Reopening Offices Responsibly


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Practice Management Guidance

  • How CPAs Should Respond to Subpoenas

    A subpoena is usually a formal request for documents and/or appearance. The request may come from an attorney in the course of litigation or by a government agency in the course of a criminal or civil investigation. CPA firms are often uncertain about how to respond to subpoenas because they also need to comply with a number of rules and regulations that are intended to protect client confidentiality.
  • Pa. Conversion Statute Could Spur Reorganizations

    While reviewing a possible re-organization involving a traditional merger, savvy consultants consider whether the restructuring could be accomplished more efficiently through one or more corporation-to-limited liability company conversions.
  • California Malpractice Case Highlights Audit Defenses

    When an audit client is exposed as a corrupt enterprise and a court-appointed receiver pursues claims against the auditors for malpractice and aiding and abetting, what defenses are available to the auditor? There are some, but you must make sure they are strong and in place at the beginning of an engagement.


Practice Management Blog Posts

  • Engagement Letters: Essential Protection from Liability

    Engagement letters should be as detailed as possible in describing the nature and extent of the services the firm is being retained to perform. Similarly, engagement letters should be as detailed as possible regarding the client’s responsibilities and obligations for facilitating the engagement.
  • Client Onboarding Vital to Managing Risk

    Client onboarding, as many CPAs understand it, is the process of clearly communicating with new clients about the firm’s services and expectations for the relationship. When it comes to certain vital requirements and proper compliance with governmental requests, the client onboarding effort is a risk management must.


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.

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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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