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

  • Engagement Is Critical in Developing the CPA Pipeline

    The most recent AICPA report on the supply of accounting graduates, published in 2015, indicates a continuous increase in accounting enrollment, particularly in master’s degree programs in accounting. Yet, the National Association of State Boards of Accountancy reports that candidacy for the Uniform CPA Examination has remained flat during the past few years.
  • 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.
  • Planning During a Crisis Is Not Succession Planning

    The CPA profession today ignores succession planning, unless there is a crisis. When we ask managing partners what they would wish for if they had a magic wand, we get the same answer: “I’d want to solve our leadership succession challenges.” Yet most firms’ business strategies do not include succession as an important element.


Practice Management Blog Posts

  • Don’t Settle for Good When You Can Be Irreplaceable

    Many CPA firms do well. Others may be deemed very successful. And then there are those standout firms that are considered irreplaceable.
  • Think Fintechs when Planning Accounting Service Expansion

    With the rise of business-to-business financial technology companies, or fintechs, the opportunities for CPA firms to offer new services have never been better. Fintech solutions are cloud-based, generally much easier to implement, and much less expensive than what firms have been able to offer clients in the past.


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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