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

  • CPAs Have a Critical Role during Times of Change

    In the midst of the COVID-19 pandemic, businesses and workers are rethinking the way they operate and plan for the future. As we all filter through evolving news updates, businesses are evaluating how to navigate the coming months. Out of necessity, priorities have shifted. One constant persists, though: it is essential for businesses to include their CPAs in planning.
  • Deferred Compensation Plan Errors and How to Correct Them

    A typical defined contribution plan, such as a 401(k) or 403(b), consists of a deferred compensation component, with or without an employer match, and/or a profit-sharing component. Participants in one of these plans elect a percentage or a specific dollar amount to be withheld each pay period. The plan sponsor (the employer) then remits the funds, along with any employer contributions, to the plan’s trust account maintained by a trustee or custodian.
  • When the CPA Pipeline Slows to a Drip, How Do You Get the Flow Going?

    One of the top issues facing the accounting profession is talent – the acquisition and retention of those who will grow our future. The good news is enrollments in accounting programs nationwide are at or near all-time highs. Nevertheless, in percentage terms, fewer graduates of accounting programs are proceeding to become CPAs. Our CPA “pipeline” has slowed and needs to be addressed.


Practice Management Blog Posts

  • The Safeguards Rule and CPAs: How to Prepare an Information Security Plan

    Federal law obligates CPAs across the country to maintain a written information security plan that annually assesses their security posture and ensures that "adequate safeguards are in place" to protect sensitive personal data. But try not to think of it as another government-mandated must: view it as an opportunity to assess and minimize your cybersecurity vulnerabilities and enhance protections against the increasing threat of identity theft.
  • Business Development Plans while Keeping Socially Distant

    Connecting with potential clients has become more difficult in the age of COVID-19 than it was already. CPAs need to adjust their tried-and-true business development techniques for the now and prepare for a post-COVID-19 world that may look much different.


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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