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

  • There’s Nothing Magic about Preventing Cybercrime

    Almost daily we hear news of computers and e-mails being hacked, credit card numbers and identities stolen, and all sorts of fraud. CPAs are generally more in tune with this news than perhaps some other professions, and usually take steps to protect themselves and their clients.
  • 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.


Practice Management Blog Posts

  • Simple Tips Small Firms Can Use to Enhance Cybersecurity

    Many large firms have departments dedicated to protecting them from a security breach or hackers. Small practitioners don’t have as much time or as many resources to dedicate to cybersecurity, but that doesn’t mean they shouldn’t be concerned.
  • Trusting That Work Gets Done Doesn’t Mean You Have to See People Working

    It has always intrigued me that many CPAs in public accounting do not support work-from-home policies. Why would that be? I have found that what often concerns CPAs is probably not something they need to worry about, and that there are two things CPAs should address regarding working from home that are ignored by most.


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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