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

  • 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.
  • Client Records: Your Responsibilities with Hand-Over Requests

    When a client decides to part ways with you and requests the return of his or her records, do you know your obligations to comply with this request? Don’t worry if you don’t. There is guidance readily available.
  • Steps for Your Clients to Survive Crisis and Recovery

    The coronavirus pandemic abruptly shifted the CPA practitioner’s focus from business planning for client growth to simply planning to keep their clients’ heads above water. Standard business operations and commerce were frozen by the efforts to contain the spread of the deadly COVID-19. The time frame associated with the disruption was never clear, and various governmental assistance programs were instituted to provide some economic relief. Despite the efforts, business owners have been concerned that the relief wouldn’t be sufficient to ride out this unprecedented storm.


Practice Management Blog Posts

  • Business Lessons from the Pandemic: Protect Your Core, Commit to Innovation

    COVID-19 business disruptions make it clear that for service providers to thrive and grow, they must rapidly fine-tune internal operations and shave overhead. At the same time, it’s never been more important for firms to offer clients more value, more insight, and more service model options tailored to their needs.
  • Accounting Marketing During the COVID-19 Pandemic

    The marketing departments at CPA firms have been highly involved in helping raise the profile of accounting during the pandemic. In fact, marketers are making the case that CPAs are needed now more than ever.


Free Tool of the Month: Overview of SBA Loans

The economic landscape for many small businesses has changed dramatically because of COVID-19. If your business has been affected, loans from the Small Business Administration (SBA) may be able to help you stay afloat, pay your employees, and cover other expenses. Use this side-by-side SBA loan overview comparison to analyze your options.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. Find out if you are already a PCPS member or register for a virtual tour to learn more.

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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