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

  • Embrace the Technology Revolution

    The recliner in my living room is my place of comfort – where I sit and relax to read or watch television. It is where I can feel safe, secure, and at ease. This article is about some other place: the future of work for CPAs. Technologies are merging, redefining, or erasing the lines between the digital and biological spheres. This type of change will affect our profession. The question is, how?
  • Determining the Right Policy Limit for Your Firm

    Regardless of your level of expertise in CPA professional liability, risk management, and insurance, the answer to “What should our policy limit be?” requires the careful consideration of a variety of factors.
  • CPA Firm Corporate Structure Choices

    Since the CPA Law has undergone several revisions, and since both the PICPA staff and I regularly receive questions about what legal entities are appropriate for CPA firms in Pennsylvania, now is a good time to familiarize yourself with your options. If you are forming a new firm, though, please consult an attorney, and if you do not handle taxes then you should also consult with a CPA to find out which structure works best for you from a tax perspective.


Practice Management Blog Posts

  • Client Feedback: A Precious Resource for Enhancing Success

    Firms that take the time to formalize a process of gathering client feedback, evaluating consistencies, and making purposeful choices are better able to empower their team members to provide meaningful client experiences. And this focus on client service can be the differentiator among CPA firms and the linchpin to client loyalty.
  • Tax Law Uncertainties and IRS Silence Can Be a Recipe for Malpractice

    The past two years have been challenging. CPAs have struggled to identify and understand the rules related to new federal programs, which often have limited or unclear guidance. The IRS has been virtually AWOL when it comes to getting answers. It should not surprise anyone that the uncertainty and lack of response can create or increase malpractice exposure for CPA firms.


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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