CPA Practice Management 

Improve your bottom line and plan for growth. 

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

Practice Management Guidance

  • Leveraging Cloud Technology for Smaller Accounting Firms

    To remain competitive, keeping up with technological advances is a prerequisite for firms of all sizes. Cloud-based computing is helping to level the playing field for small and medium-sized practices by increasing efficiency, lowering up-front costs for technology infrastructure, providing real-time access to data from any location, and offering scalability. This article discusses some of the advantages and challenges of cloud computing, and offers suggestions for a successful implementation for small and medium-sized enterprises.
  • Getting Off on the Right Foot with Form PA-100

    In the past, Liability Lessons has examined the teamwork required when multiple professions and disciplines interact with a single client. In this column, the focus is on team play at a very specific moment in the life of a business: the moment of conception. This is a particularly sensitive moment from the standpoint of professional risk.
  • Building a Core Competency in Mergers and Acquisitions

    At many middle-market companies, mergers and acquisitions (M&A) are few and far between. But if your company’s strategy includes growth by acquisition, M&A needs to be a core competency. Fortunately, this does not require staffing a large internal transaction group.


Practice Management Blog Posts



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.


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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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