CPA Practice Management 

Improve your bottom line and plan for growth. 

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Practice Management Guidance

  • The Practice of Accounting vs. the Practice of Law

    There is considerable disagreement between CPAs and attorneys as to exactly what CPAs can do in the area of advice and what constitutes the practice of law – especially since “practice of law” is a nebulous term without clear definition. Most of the disagreement often seems to come to a boil in the area of tax practice. The situation hasn’t been helped or made any clearer now that many big firms employ lawyers who prepare tax returns.
  • Thoughtful Professional Collaborations Can Bolster Your Common Client’s Success

    The financial plan roadmap typically covers strategies for income planning, wealth management, tax minimization, legacy planning, and more. Leveraging all these capabilities requires a “big-picture perspective.” For many CPA firms, particularly smaller firms, integrating the services of other professionals will enhance and support this holistic approach.
  • How to Respond to Comfort Letter Pressures

    Pressures are put on CPAs from many sources. An unfortunately common source is from banks and other lenders pressuring them to provide assurance regarding a client’s financial strength. Many CPAs have shared their frustrations regarding veiled threats from aggressive brokers and lenders, alleging that the CPAs’ clients will not qualify for a loan without receiving a letter supporting the clients’ loan qualifications. Some brokers even suggest that the client should seek a “more cooperative” CPA.


Practice Management Blog Posts

  • Are You Future-Ready? Learn How to Get There at This PICPA Event

    There’s no denying things are changing fast. Technology has been quietly replacing busywork at public accounting firms for years, and the "disruptive" future accounting industry is now here, in all its automated, analytical glory. So, is your firm future-ready?
  • Dipping into a Wider CPA Candidate Pool Brings Opportunity and Risk

    No industry is immune from a lack of labor, even those among the professional class such as CPAs. Firms are now looking outside their local areas – and even in other states – to find qualified candidates. As firms consider factors to support this growing remote workforce, there are a few items to keep in mind.


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.

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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