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

  • How Disrupted Are You?

    PICPA President Lisa Myers and I recently had the pleasure to meet with many PICPA members during our 2016 Professional Issues Update tour around the state. This series of meetings allows us to share thoughts and strategies related to current, as well as future, issues that impact our members, and to better understand how we can assist you in meeting those issues head-on.
  • Managing the Fears of Practice Transition

    A successful firm transition requires many factors to align properly. The transition plan will usually focus on finances and terms, but not so much on human factors – chief among them being fear. If you’re a firm owner considering a merger/sale or acquisition, some level of fear is a normal emotion and, in fact, crosses both sides of the table.
  • California Malpractice Case Highlights Audit Defenses

    When an audit client is exposed as a corrupt enterprise and a court-appointed receiver pursues claims against the auditors for malpractice and aiding and abetting, what defenses are available to the auditor? There are some, but you must make sure they are strong and in place at the beginning of an engagement.


Practice Management Blog Posts

  • Professional Friendship

    Can there be such a thing as a “professional friendship”? In a relationship where professional standards, priorities, and boundaries are well understood, can we also recognize that it’s human and normal to genuinely trust and like each other? If it doesn’t exist, it should.
  • Tax Season Recap – One Firm’s Perspective

    Do you remember how some folks were saying the 2017 tax season was going to be the smoothest in recent memory? That's not really how things played out, is it? Find out what Ryan Raffensperger learned from his firm's work this year.


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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