CPA Practice Management 

Improve your bottom line and plan for growth. 

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Practice Management Guidance

Practice Management Blog Posts

  • Steer Clear of Creditworthiness Verifications from Banks

    When CPA firms received requests from lenders seeking creditworthiness verification for clients who had requested Paycheck Protection Program loans, they were often unsure of how to respond. Know that accommodating these requests is not required, and a CPA providing assurances regarding a borrower’s solvency or ability to repay the debt could violate professional standards. And this is true for all similar circumstances in which a lender wishes the borrower’s CPA to provide creditworthiness feedback.
  • Do CPA Hourly Rates Really Reflect Your Value?

    Eighty-two percent of accounting professionals lack pricing confidence, and only 5% increase their rates more than once per year. Charging more raises money-specific fears, and as a result the decision becomes paralyzingly difficult for too many CPAs. Don't despair: just a few small, yet strategic, changes can bring immediate relief.

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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