Firm Alliance

Join the PICPA Firm Alliance for access to a suite of exclusive benefits curated for small firms and sole practitioners. Also, connect with your peers and discover a broad range of technical and practice management tools. Learn more. 

Leveraging Mobile & Remote Computing Technology: Decision-Makers' Guide


Choosing the right mobile and remote computing options for your business involves a series of critical decisions regarding infrastructure, security, software, device deployment, document management, and much more.

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Sole Practitioner Toolkit

Resources for Sole Practitioners and Small Firms

Sole practitioners and small firms do more than maintain a book of business; they must work to comply with state and federal regulations, create business plans, market their services, and protect their legal and financial interests. Join the PICPA Small Firm Alliance for access to a suite of exclusive benefits curated for small firms and sole practitioners. Connect with your peers and discover a broad range of technical resources and practice management tools.

  1. Strategy & Planning
  2. Firm name, structure, license requirements, CPA Law, NASBA, mobility map.

  3. Build Your Practice
  4. What is your firm’s technical niche? How will you manage client relationships? How much do you expect to spend and earn? What are the tax implications for your business structure? How can you protect your business? Set your goals and get your plan in writing.

  5. Peer Review
  6. If your firm performs attest work, it may be required to enroll and undergo a peer review. Peer review is a statutory requirement in 55 licensing jurisdictions, including Pennsylvania, and is an AICPA member requirement.

  7. Quality Control and Monitoring
  8. Firms with A&A practices are required to establish and maintain a system of quality control, including a written quality control document.
  1. Develop Your Staff
  2. Checklists, performance measurement plans, per diem assistance, and guidance.

  3. Client Communications & Marketing
  4. When a potential client searches your name, what would you like to appear? A nondescript listing, or a well-organized website that presents your firm’s services and credentials according to your vision?

  5. Succession Planning
  6. A succession plan for your business means a better financial proposition and reduced emotional stress for you, your partners, and your family.

AICPA's PCPS Tool of the Month  

During the pandemic, not only have concerns for our physical health and safety come to the forefront, but our mental health also has been stretched to the limits. While it is normal to feel fear and angst during traumatic times, working from home has introduced a new set of stressors: social distancing guidelines and gathering restrictions bring on feelings of social isolation. In the December issue of the PCPS Small Firm Solutions e-newsletter, Carl Peterson, AICPA’s vice president of small-firm interests, provides tips on how to protect and prioritize your team’s mental health. 

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, up to a max of $700 per firm, is a great investment for a broad range of practice management resources. Find out if you are already a PCPS member or register for a virtual tour to learn more.

Protect Your Finances with Long-Term Care Insurance - Gallagher Affinity