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

  • Five Valuation Questions When Planning Your Succession

    Valuation is critical when preparing for a business transition, whether it’s an acquisition by an outside party or a transfer of ownership to a family member or key employee. Valuation is a broad and subjective concept, and critical factors can be interpreted differently. This can lead to a disparity in valuation opinions. As such, it is important to start the valuation process with a solid understanding of the fundamental concepts.
  • Managing the Risks of Remote Accounting Work

    When managing a virtual workforce, building a remote-work policy is crucial. This document must spell out the objectives of virtual work teams and define which employees are eligible and the conditions under which they should work.
  • Failure to Design Audit to Detect Fraud Can Lead to Liability

    On Dec. 28, 2017, a federal court in Alabama ruled in favor of the Federal Deposit Insurance Corporation in a case against PwC arising from a bank failure after a massive fraud was discovered between a bank and one of its customers. This was the second case against PwC related to the failure of Colonial Bank.


Practice Management Blog Posts

  • Exodus from Russia a Tangle for the Big 4

    Accounting firms – including the Big Four of Deloitte, Ernst & Young, KPMG, and PricewaterhouseCoopers – announced in March that they are leaving the Russian market following Russia’s invasion of Ukraine. The process of removing Russian affiliates from the Big Four’s networks, however, is not a simple task, and is fraught with complications.
  • Data Breach Notifications: Many Laws to Consider

    For CPA firms, a data breach is especially pernicious because firms will not only have to deal with the direct costs resulting from a breach, but also the indirect costs such regulatory compliance and reputational damage. It is crucial that all firms understand what all their obligations are in the immediate aftermath of such a breach.


Free Tool of the Month: 2021 Top Issues Commentary

The biennial Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey asks firms to rank the challenges that are of greatest concern to them.  This commentary reviews the recent 2021 survey results for each firm size in detail. It focuses on the top five issues in each size, but also includes key insights on top 10 results that may enhance the understanding of firms’ concerns.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS firm membership, at only $35 per CPA with a maximum of $700 per firm, is a great investment for a broad range of practice management resources.

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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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