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

  • In an M&A Deal, Buyers Often Have a Succession Plan Too

    There is one part of the M&A equation that is important to note: succession is not unique to one side of the table. Buyers, too, have succession issues that impact their approach to M&A. Here are four general succession concerns that often guide buyer-side decisions.
  • Millennials, Diversity, and the Accounting Profession

    Today’s business environment is characterized by globalization, technological advances, and a workforce that is aging while simultaneously becoming increasingly diverse among its new entrants. The accounting profession is subject to these same forces. With a looming talent shortage as the baby boomer generation continues to retire in large numbers, attracting and retaining professionals capable of operating in a complex business environment should be a top priority for all CPAs in leadership positions, whether in public accounting or in industry.
  • Free Wi-Fi: A Client Convenience that Could Upend a Practice

    Most retail centers offer free wireless, and consumers have come to expect free customer Wi-Fi wherever they go. It’s handy and flexible. Quick-serve restaurants generate revenue by promoting it; the supermarket has free Wi-Fi; and banks are turning their waiting areas into café-type lounges with Wi-Fi.


Practice Management Blog Posts



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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