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

  • 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.
  • 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.


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. 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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