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

  • CPAs and Financial Advisers: A Great Team for Clients

    Throughout 2016, two of my clients who are partners in a business kept telling me what a fantastic year they were having. Since my firm handled their 401(k) plan, we suggested that we meet with them in September with their CPA and their plan’s third-party administrator. The main item on the agenda was to find ways to reduce the partners’ overall taxable income for that year.
  • Liability Insurance Coverage in the Age of Innovative Services

    CPAs in public practice provide an ever-expanding range of services to their clients. While tax planning and compliance as well as audit and attest work still comprise the bulk of services rendered, business valuation, management consulting, and other specialty services such as information systems and big data are all flowers in the bouquet of practitioner offerings.
  • Are Standardized Assessments the Way to Win Quality Recruits?

    When it comes to employee recruitment, evaluation for promotion, or identifying employee strengths and weaknesses, the use of assessments in the workplace is a growing trend. If they are not already in place at your business, the idea of using these measures has at least crossed the minds of human resource managers, recruiters, and upper management. But with the increasing pressures of recruiting and retaining quality employees, are standardized assessment programs the correct choice when employees are not one-size-fits-all?


Practice Management Blog Posts

  • 2017 CPA Firm Survey – Talent a Top Issue

    Every two years AICPA’s Private Companies Practice Section conducts its CPA Firm Top Issues Survey. The top concern common among almost all firm sizes can be summed up in one word: talent.
  • Expert Offers Tips on Exit Planning

    Exit planning is a forward-thinking strategy that should be established well in advance to ensure comfort for yourself and your clients, whose businesses depend on your unbroken service and attention. Hear more from Charles R. Kedra, CFP, AIF, CEPA, senior partner and director of business advisory services with Legacy Planning Partners.


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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