CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

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

Practice Management Guidance

  • A Profession in Transition

    The theme of my term as PICPA president is going to be “A profession in transition.” The press is full of predictions regarding the demise of the accountant, citing automation and artificial intelligence as replacements. Instead, I believe the changing marketplace can be an opportunity for CPAs.
  • Small and Midsize Firms Offer Large-Scale Opportunities

    When emerging CPAs enter their final years in college and begin to apply for internships and full-time positions, they contemplate many questions. Should I choose public, private, or government accounting?
  • There’s Nothing Magic about Preventing Cybercrime

    Almost daily we hear news of computers and e-mails being hacked, credit card numbers and identities stolen, and all sorts of fraud. CPAs are generally more in tune with this news than perhaps some other professions, and usually take steps to protect themselves and their clients.


Practice Management Blog Posts

  • Simple Tips Small Firms Can Use to Enhance Cybersecurity

    Many large firms have departments dedicated to protecting them from a security breach or hackers. Small practitioners don’t have as much time or as many resources to dedicate to cybersecurity, but that doesn’t mean they shouldn’t be concerned.
  • Trusting That Work Gets Done Doesn’t Mean You Have to See People Working

    It has always intrigued me that many CPAs in public accounting do not support work-from-home policies. Why would that be? I have found that what often concerns CPAs is probably not something they need to worry about, and that there are two things CPAs should address regarding working from home that are ignored by most.


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. E-mail Professional Education for details about on-site ethics training and for a price quote.

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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