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

Practice Management Blog Posts

  • CPA Marketing Is the Edge for High-Performing Firms

    Accounting firms with double-digit growth have one thing in common: they actively focus on recruiting and retaining a high-quality marketing staff. These high-performers have almost twice the marketing resources of slower-growing firms.
  • OSHA’s Updated COVID-19 Guidelines for Employers and What They Mean

    The Occupational Safety and Health Administration (OSHA) recently updated its COVID-19 guidance for employers and employees. Following the lead of the Centers for Disease Control and Prevention, OSHA recommends that employers consider requiring employees to receive the COVID-19 vaccine or submit to regular COVID-19 testing, and to wear masks in indoor settings. The new guidance, coupled with the Pfizer vaccine receiving full approval from the Food and Drug Administration, has employers reevaluating their return-to-work policies.

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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