CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

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

Practice Management Guidance

  • Cyber Risk Requires Active Oversight

    At the 2015 White House Summit on Cybersecurity and Consumer Protection, President Barack Obama stated, “It’s one of the great paradoxes of our time that the very technologies that empower us to do great good can also be used to undermine us and inflict great harm. … Our connectivity brings extraordinary benefits to our daily lives, but it also brings risks.”
  • The Evolution of the CPA Exam

    Having spent 15 years of my career working in the testing industry, the last nine with the AICPA examinations team, I understand and appreciate the vital role assessments play in supporting their respective industries or professions.
  • IRC Section 163(j): Another Cost of Leveraging an Acquisition

    Ever since the economic crash of 2008, foreign and domestic corporations have fought hard to get back to the days of steady growth. A lot of corporations have grown organically, but many essentially expanded through acquisition. Without the luxury of having excess cash reserves, these corporations typically opt to leverage their acquisitions by taking on some form of debt.


Practice Management Blog Posts

  • Five Ways Your Firm Can Attract the Best Young Talent

    At the PICPA Women’s Leadership Conference in May 2017, Tamera Loerzel addressed how to attract and retain young talent. Find out what the five areas that stood out most for young professionals.
  • PICPA Insurance Trust Offers Plans to Cover Cyber Risks

    IRS Commissioner John Koskinen has noted that there has been an increase in identity theft of “business-related tax returns,” as well as a shift toward attacks on “places where large amounts of taxpayer data reside.” Are you prepared if your business is targeted?


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. E-mail Professional Education for details about on-site ethics training and for a price quote.

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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