CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

How Profitable Is Your Firm Compared to Others Its Size? 

The  2018 AICPA PCPS/ National Management of an Accounting Practice (MAP) Survey results are now available. Use key metrics from firms across Pennsylvania to take your firm to the next level.

J AICPA PCPS/ 2018 National Map Survey (PICPA member login required)

J AICPA PCPS/ 2016 National Map Survey Commentary

J 2016 Pennsylvania MAP Survey Results

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Meredith Toole of Talent Point Consulting discusses attracting and retaining talent in this quick video series.


J Using Stay Interviews to Retain Top Talent

J How Career Paths Can Help Millennials Grow in Your Company

Practice Management Guidance

  • How to Explain Business Structures to Clients

    The start to a meaningful conversation with clients about business structure entails understanding the nature of their business so you can assess the risk factors and potential liability that may impact the owners, professionals, employees, and customers. Of course, the subjects of tax, situs, goals, objectives, economics, and business structure cannot be overlooked, and must be factored into the analysis. It is always best to communicate and coordinate with the clients’ team of advisers to ensure a collaborative approach to the analysis of the appropriate alternatives.
  • How Lawyers Perceive CPA Hazards

    I was recently at a gathering of lawyers who spend a lot of time defending CPAs in professional liability matters. As we shared our thoughts as to where the trouble is coming from these days, I thought that it made sense to share these observations from a highly specialized resource with the PICPA community.
  • Managing Your Firm through Tax Reform Implementation

    When the Tax Cuts and Jobs Act reworked the tax code, it happened fast. And your clients want answers, fast. They want to know how the new law affects them now and going forward, but we don’t yet have clarity on some of the specifics or regulations to guide us.

Practice Management Blog Posts

  • PICPA Resources to Enhance Your Practice in the Digital Age

    Have you looked at your firm's website lately and evaluated it from the perspective of a potential client? What does it say about your firm and the services you offer? Many members recognize that developing a robust firm website with fresh content takes time and money. The PICPA has your back.
  • Maher Duessel Commits to New PICPA Diversity and Inclusion Program

    Maher Duessel has been committed to fostering a culture of diversity. Recently, the firm announce its participation in PICPA’s Diversity and Inclusion pilot program for the western region of Pennsylvania. Find out more about the program.

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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