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/ National Management of an Accounting Practice (MAP) Survey is now open and ready for your participation.

J AICPA PCPS/ 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.


J Using Stay Interviews to Retain Top Talent

J How Career Paths Can Help Millennials Grow in Your Company

Practice Management Guidance

  • Business Backgrounds Go Head-to-Head in Pa. Election: A Look at Pennsylvania’s Gubernatorial Candidates

    On Nov. 6, 2018, Pennsylvanians go to the polls to elect their representatives to U.S. Congress and the state General Assembly. Voters also get to decide who will be occupying the governor’s mansion on Front St. in Harrisburg for the next four years. This year’s gubernatorial race pits two businessmen from York County. Incumbent Tom Wolf (D) – who shocked many four years ago by beating more well-established candidates in his primary and then the sitting governor – is being challenged by businessman and former state Sen. Scott Wagner (R).
  • CPA Connections Evolve at the PICPA

    It’s a new year at the PICPA, and that makes it a great time to celebrate the accomplishments of our members. It’s also a time to share some of PICPA’s strategies to help members prepare for future opportunities.
  • Set a High Bar for Successors That Is Achievable

    The need to find the right successor is an ongoing challenge for CPA firms, no matter the size. Many owners who see a successor coming from another firm – through merger or combination – often set the bar so high that it would take an almost messianic experience. Yes, there should be high expectations set for strong leadership, planning, and communication skills. Perfection, though, should not be the goal. Here are four realistic high-bar requirements for optimal succession.

Practice Management Blog Posts

  • 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.
  • New Ethics Requirements for Bookkeeping, Client Portals, and Records Management

    AICPA's Hosting Services Interpretation concludes that when members provide hosting services, they are maintaining internal control over a client’s data or records, which presents a threat to independence. There are several practical issues you may face as a result of the interpretation.

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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