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

  • Cloud Computing: Security and Risk Management

    Peter J. Kaye, CPA, and Robert G. Korbeck Jr. explain how cloud computing technology can help many types of companies, but urge those who choose to take the leap to understand the implications of faulty risk management.
  • AR-C Section 70: Are You Prepared to Prepare?

    For years, clients have wanted to get quick and reasonably priced (read “inexpensive”) financial data at interim and year-end from their CPAs. CPAs may have wanted to deliver, but until Statement on Standards for Accounting and Review 21 and the new preparation service, this could not be done without an accountant’s compilation report.
  • Risk Management Protocols: First Step against Cyberthreats

    Wolters Kluwer, the provider of the CCH Tax Software suite of products, discovered an “anomaly” in the spring of 2019 that, upon further investigation, was determined to be malware infecting its systems. The company immediately took its systems off-line, and they remained so for over three days. Not only was access unavailable for most tax practitioners, many accountants began to ponder the question, “Do I have to do the data breach notification protocol mandated by my state?” Moreover, there was consternation in the profession concerning what this incident might mean for them in terms of liability exposure. The incident, as unhappy as it was, serves as a good learning moment to emphasize some risk management tools CPAs can use to protect themselves from liability exposures in the digital age.


Practice Management Blog Posts

  • Business Continuity and Small CPA Firms

    The best time to plan for a crisis is before it happens. Just taking the first steps in the planning process can go a long way toward facilitating the continuation of your practice, making sure clients are taken care of, and preserving the value of the practice.
  • Accounting Automation Fosters Improved Work-Life Balance and Employee Retention

    The key ingredient to achieving a healthy work-life balance in accounting is time. But when so many hours are consumed by tedious, manual tasks, there is a shortage of time, thus disrupting the harmony between work and personal life. One way to address this imbalance is by automating some processes and cutting down on manual procedures. You'll give time back to staff and enhance the work-life balance.


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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