Specialized Areas

Small Firm Practitioners


News for Small Firm Practitioners

The AICPA Private Companies Practice Section

The PCPS offers an array of valuable resources to CPA firms. Find strategy and planning information, marketing resources and much more!

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PCPS February Tool of the Month

Tool: 2019 Annual Tax Compliance Kit – Addendum

Description: This month’s resource is brought to you by the AICPA Tax Section - the go-to source for tax practitioners to elevate both their practice and professional development. This resource provides a summary of tax provisions contained in the recently signed legislation. It’s just one of the components of the Tax Section’s 2019 Annual Tax Compliance Kit, which contains engagement letters, organizers, checklists and practice guides to assist in effectively serving your clients.

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.

Join a Monthly Meeting Group

Monthly Meeting Groups give you a forum to voice your questions and benefit from the knowledge and experience of your peers, as well as a place to share your knowledge with others and discuss the latest developments that affect your practice.

Find Out More

A Wealth of Knowledge at Your Disposal

When you need information, the MICPA Small Firm Practitioners Task Force is here for you! The members under the listed topic areas have volunteered to assist their peers, so if you have questions, please feel free to contact one of them for assistance.

Practice Start-Up

  • Naming your firm
  • Choosing your business entity
  • Insurance (liability insurance)
  • Budgeting (time & money)
  • Vision for your practice (goals)

Pam Bingham, Pamela A. Bingham, CPA
Phone: 248.568.2427


Operational Issues

  • Taking work you don’t want
  • Preparing for a tax season
  • Hours you want to work
  • Billings & Collections
  • Type of clients you want to take in
  • Personnel Issues & Staffing
  • Insurance (workers comp & employee)

Harold Montgomery, Montgomery & Co., PLLC
Phone: 248.557.2881

Jim Reinert, Reinert & Company, PC

Information Technology

  • Tax software
  • Accounting software
  • General communications
  • Security
  • Hardware
  • Data Storage
  • Managing Client Data

Sharon Barry, Barry Associates Inc
Phone: 269.629.4436

Linda Geary, The Geary Group PC
Phone: 586.726.0010

Jamie Lopiccolo, The Henry Group
Phone: 248.641.0770


  • How will you market
  • Networking
  • Advertising (flyer, brochures, etc)
  • Merging Two Different Practices
  • Working with Clients
  • Public Relations

Doug Relyea, Douglas Relyea CPA PC
Phone: 586.465.1979

Doug Wright, Gordon Advisors PC
Phone: 248.952.0274

Technical Issues

  • Quality Control (audit reviews, peer review, etc.)
  • General vs. Niche Practitioner
  • Accounting Research
  • Tax Research
  • Continuing Professional Education

Jamie Lopiccolo, The Henry Group
Phone: 248.641.0770

Doug Wright, Gordon Advisors PC
Phone: 248.952.0274

New Resource: “What are Attest Services?” FAQ Sheet

The AICPA State Regulation and Legislation Team has developed a one-page FAQ sheet that answers basic questions about attest services, including what these services are and who can perform them. The sheet helps lay the groundwork for discussions with state lawmakers regarding the comprehensive definition of attest, which many states are looking to adopt in the upcoming year.

For more information, contact James Cox at jacox@aicpa.org.

View FAQ Sheet

Sample Privacy Policies for Your Business

It is important that your business addresses privacy issues. Online users are especially concerned that information they supply over the Internet may be misused or distributed without their permission, and the Gramm-Leach-Bliley Act requires CPAs to disclose their privacy policy to clients.

These sample policies will help ensure that your privacy policy addresses key consumer concerns.

Sample A   Sample B