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.


Using Stay Interviews to Retain Top Talent

How Career Paths Can Help Millennials Grow in Your Company

Practice Management Guidance

  • Check M&A Agreements before Taking CARES Act Benefits

    When the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law, taxpayer-friendly opportunities were aimed at quickly getting cash into the hands of businesses who needed it most. One method of accomplishing this included the temporary reintroduction of net operating loss (NOL) carrybacks. While this was certainly a welcomed benefit, some taxpayers who were involved in a merger or acquisition in 2018, 2019, or 2020 may need to review their old agreements to make sure the benefits of their NOLs are preserved.
  • What Factors Determine a Professional Liability Premium?

    As a CPA, there’s a good chance you have professional liability insurance, either on your own or through your employer. However, you might not know what exactly it covers and what determines the premium you pay. This article provides some insight on these questions to help you become a more informed insurance consumer.
  • Obligations to Produce Records in Response to a Subpoena

    Tax return preparers have certain obligations regarding confidentiality. Failure to adhere to these rules can subject preparers to civil and criminal liability, possibly causing irreparable reputational harm.

Practice Management Blog Posts

  • Outsourced Accounting Services and E-Signing: Two Growing Risks for CPAs

    COVID-19 has significantly affected how we conduct business. It has spurred increased demand for CPA-provided client accounting consultative services, and, because of social distancing, it has led to a greater use of electronic signatures. Both come with unique risks that CPAs need to understand and mitigate.
  • PICPA Roundtable: Employee Engagement Strategies for New Hires During COVID-19

    The COVID-19 pandemic has challenged firm administrators to think of new ways to keep staff engaged and connected as they work from home. In December 2020, a group of administrators and human resources leaders from accounting firms across Pennsylvania met to share best practices on keeping interns and new hires focused on their tasks despite the challenges.

Free Tool of the Month: Overview of SBA Loans

The economic landscape for many small businesses has changed dramatically because of COVID-19. If your business has been affected, loans from the Small Business Administration (SBA) may be able to help you stay afloat, pay your employees, and cover other expenses. Use this side-by-side SBA loan overview comparison to analyze your options.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. Find out if you are already a PCPS member or register for a virtual tour to learn more.

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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