CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

How Profitable Is Your Firm Compared to Others Its Size? 

The  2018 AICPA PCPS/CPA.com National Management of an Accounting Practice (MAP) Survey results are now available. Use key metrics from firms across Pennsylvania to take your firm to the next level.

J AICPA PCPS/CPA.com 2018 National Map Survey (PICPA member login required)

J AICPA PCPS/CPA.com 2016 National Map Survey Commentary

J 2016 Pennsylvania MAP Survey Results


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

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J Using Stay Interviews to Retain Top Talent

J How Career Paths Can Help Millennials Grow in Your Company


Practice Management Guidance

  • Data Breach! What Should Be Disclosed?

    What do Uber, Equifax, and Target have in common? All were subjects of data breaches that compromised corporate records with resulting damage to the companies and account holders. The problems caused by a data breach are often compounded when the breach is not disclosed in a timely fashion.
  • Having It All vs. Having Enough: A Holistic Life in Accounting

    I was asked recently about my work-life balance. How do I make it all happen? How do I stay engaged in my career as a finance and accounting outsourcing consultant, work with clients, and nurture my career development, while also raising my children and creating a vibrant homelife with my husband? I pondered the question for a bit, and explained that my life isn’t so much a balancing act as it is a holistic coexistence, where work and life meld together.
  • How to Explain Business Structures to Clients

    The start to a meaningful conversation with clients about business structure entails understanding the nature of their business so you can assess the risk factors and potential liability that may impact the owners, professionals, employees, and customers. Of course, the subjects of tax, situs, goals, objectives, economics, and business structure cannot be overlooked, and must be factored into the analysis. It is always best to communicate and coordinate with the clients’ team of advisers to ensure a collaborative approach to the analysis of the appropriate alternatives.


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.


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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