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

  • The Importance of Branding to Your CPA Firm

    Your firm’s brand plays a more significant role than you think when it comes to its value. A common mistake that many firms make is neglecting to treat their brand like the asset it is.
  • Slippery-Slope Engagements Grow Exposure Risk

    In CPA professional liability cases, too often we see a disconnect between what CPAs understand their roles to be and the client’s view. Coupled with a public perception that CPAs are gatekeepers, this disconnect can lead to potentially devastating malpractice claims.
  • Long-Standing Client Relationships Pose Largest Professional Risk

    As the saying goes, “There is no friend like an old friend.” The same can be true in your professional life as long-standing client relationships are often the most satisfying. They reinforce what it means to truly be a professional, guiding and advising clients across the arc of their working lives and, ideally, seeing them achieve financial security and peace of mind.

Practice Management Blog Posts

  • Diversity, Equity, and Inclusion Audits: Turning the Words into Actions

    Commitment to diversity, equity, and inclusion (DEI) should be integral to every organization’s culture because studies show that embracing DEI is good for business. A 2019 report by McKinsey & Company, for example, found that companies with executive teams in the top quartile for gender and ethnic diversity were 25% more likely to have above-average profitability.
  • Do Not Overlook Your Midcareer Employees

    Thirty percent of midcareer professionals (between 30 and 45 years old) have quit their jobs over the past year. A third of those left without another job lined up. Employee turnover is costly, disruptive, and robs CPA firms of a pipeline of future leaders. Why, then, do so many firms focus on recruiting new employees instead of keeping the top talent they have?

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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