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.

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Using Stay Interviews to Retain Top Talent

How Career Paths Can Help Millennials Grow in Your Company


Practice Management Guidance

  • Pros and Cons of Selling a Business to a Key Employee

    Entrepreneurs work hard to make their businesses succeed, and they often have a large percentage of their personal wealth embedded in those businesses. When they begin to contemplate retirement, it is important to maximize the net proceeds from the sale of their business to provide sufficient resources to support their retirement.
  • The Effect of South Dakota v. Wayfair on GAAP Reporting

    In June 2018, the U.S. Supreme Court altered five decades of perspective regarding where an entity is “doing business.” Certainly, there are significant implications for tax compliance, but there are also immediate financial reporting issues for companies reporting under generally accepted accounting principles.
  • Changes to Uniform LLC Act May Have Unexpected Impact

    Recently enacted changes under the Pennsylvania Uniform Limited Liability Company Act will have a dramatic impact on the governance of limited liability companies in Pennsylvania. The act took effect on April 1, 2017, and because LLCs are the most frequently used legal entity, it is essential that CPAs understand the new rules.


Practice Management Blog Posts

  • 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?
  • 5 Priorities in 2022 to Win at M&A

    When it comes to accounting firm mergers and acquisitions (M&A), two factors in 2022 are making a hardy impact: staffing challenges and the acceleration of technology. For those in today’s market, here are five vital priorities to be more successful with your M&A endeavor.


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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