CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

How Do Your Firm’s Salaries Compare with Others Its Size?  

Be in the know in less time. The newly redesigned and streamlined 2018 AICPA PCPS/CPA.com National Management of an Accounting Practice (MAP) Survey is now open and ready for your participation.

J AICPA PCPS/CPA.com 2016 National Map Survey Commentary

J 2016 Pennsylvania MAP Survey Results (member login required)


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Meredith Toole of Talent Point Consulting discusses attracting and retaining talent in this quick video series.

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J Using Stay Interviews to Retain Top Talent

J How Career Paths Can Help Millennials Grow in Your Company


Practice Management Guidance

  • Having It All vs. Having Enough: A Holistic Life in Accounting

    I was asked recently about my work-life balance. How do I make it all happen? How do I stay engaged in my career as a finance and accounting outsourcing consultant, work with clients, and nurture my career development, while also raising my children and creating a vibrant homelife with my husband? I pondered the question for a bit, and explained that my life isn’t so much a balancing act as it is a holistic coexistence, where work and life meld together.
  • How to Explain Business Structures to Clients

    The start to a meaningful conversation with clients about business structure entails understanding the nature of their business so you can assess the risk factors and potential liability that may impact the owners, professionals, employees, and customers. Of course, the subjects of tax, situs, goals, objectives, economics, and business structure cannot be overlooked, and must be factored into the analysis. It is always best to communicate and coordinate with the clients’ team of advisers to ensure a collaborative approach to the analysis of the appropriate alternatives.
  • How Lawyers Perceive CPA Hazards

    I was recently at a gathering of lawyers who spend a lot of time defending CPAs in professional liability matters. As we shared our thoughts as to where the trouble is coming from these days, I thought that it made sense to share these observations from a highly specialized resource with the PICPA community.


Practice Management Blog Posts

  • Strategic Thinking…Focus on the Future

    Thinking strategically means you are able to see one or two steps ahead. But you need to have your head up so you can identify potential new opportunities to grow your business in a positive and profitable manner.
  • OPR Finally Allows the Right to Respond to Accusations

    The IRS’s Office of Professional Responsibility (OPR) has the exclusive authority to administer and govern professional disciplinary standards. OPR recently changed the Circular 230 practitioner violation investigation disclosure process.


Free Tool of the Month: PCPS Guide to Marketing and Sales Roles in Accounting

Growing your firm is a year-round process. Using the PCPS Guide to Marketing and Sales Roles in Accounting, you can explore options in structuring positions for all firm sizes. This guide will help identify ways to kick growth into high gear.

PCPS Guide to Marketing and Sales Roles in Accounting is an example of the turnkey tools and solutions offered by the AICPA's PCPS. View the PCPS site for more information.


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 ethics 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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