CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

Tips on Reopening Offices Responsibly


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Practice Management Guidance

  • Engagement Letters for Consulting Never More Important

    As the CPA community entered March, it looked like another routine tax season. With another year of the Tax Cuts and Jobs Act under the belt, we were beginning to feel comfortable again with the tax code and in the rhythm of the compliance calendar. The coronavirus was a concern, but no anvil had fallen out of the sky and conked us on the head (for those of you familiar with Wile E. Coyote) … until one did.
  • Best Practices for Working Remotely

    Time will tell, but it seems some of our “temporary” ways of working remotely due to the pandemic may be here to stay. Without a doubt, there are advantages and disadvantages to working remotely.
  • Seven Ways to Maximize Return on Investment

    Like every other business, CPA firms invest a lot of time and money into making sure their businesses are viable, vibrant practices poised for success and growth. And, like other businesses, CPA firms are well-served by taking a long look at return on investment, especially as it pertains to their significant monetary investment in personnel and time that comes from focusing on client service.


Practice Management Blog Posts

  • CPAs: Start Preparing Now for PPP 2

    Legislation on additional pandemic relief, including a new Paycheck Protection Program, is expected to pass the U.S. Congress before the end of 2020. CPAs are strongly encouraged to identify business clients who may qualify for these benefits, and to begin contacting them about the loan application process. This new effort should also address the long-simmering issue of tax deductibility of expenses related to forgiven Paycheck Protection Program loans.
  • Set Up a System to Manage Busy Season Risks During the Pandemic

    These are unsettled times for clients. So, expect an increase in traffic as tax planning and tax filing get underway. This blog offers thoughts on remaining focused on outstanding client service while also maintaining proper risk management techniques and processes.


Free Tool of the Month: Overview of SBA Loans

The economic landscape for many small businesses has changed dramatically because of COVID-19. If your business has been affected, loans from the Small Business Administration (SBA) may be able to help you stay afloat, pay your employees, and cover other expenses. Use this side-by-side SBA loan overview comparison to analyze your options.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. Find out if you are already a PCPS member or register for a virtual tour to learn more.

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 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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