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

  • Check M&A Agreements before Taking CARES Act Benefits

    When the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law, taxpayer-friendly opportunities were aimed at quickly getting cash into the hands of businesses who needed it most. One method of accomplishing this included the temporary reintroduction of net operating loss (NOL) carrybacks. While this was certainly a welcomed benefit, some taxpayers who were involved in a merger or acquisition in 2018, 2019, or 2020 may need to review their old agreements to make sure the benefits of their NOLs are preserved.
  • What Factors Determine a Professional Liability Premium?

    As a CPA, there’s a good chance you have professional liability insurance, either on your own or through your employer. However, you might not know what exactly it covers and what determines the premium you pay. This article provides some insight on these questions to help you become a more informed insurance consumer.
  • Obligations to Produce Records in Response to a Subpoena

    Tax return preparers have certain obligations regarding confidentiality. Failure to adhere to these rules can subject preparers to civil and criminal liability, possibly causing irreparable reputational harm.


Practice Management Blog Posts

  • Risks of CPA Human Resource Consulting

    Clients will sometimes turn to their CPA for assistance with certain finance-oriented human resources matters, such as helping to recruit a new CFO or “redesigning” the client’s accounting department. CPAs who provide these consulting services must remain vigilant to not step into the role of management and to ensure that there is no expectation gap with respect to the scope and limits of the human resource services rendered.
  • “Spear Phishing” Attacks on Tax Practitioners Rise: IRS Offers Help

    Recent spear phishing emails are masquerading as messages from the IRS tax return preparation software. To help practitioners identify and address spear phishing threats, the IRS Stakeholder Liaison is conducting two briefings the week of March 28 to show tax professionals what some of the most recent scam emails look like.


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
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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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