Small Firm Practitioners

Benefit from the shared knowledge, resources, and experience of those working in small firms.

Join a Monthly
Meeting Group

These local forums allow you to voice 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.

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A Wealth of Knowledge
at Your Disposal

The members under the listed topic areas have volunteered to assist their peers, so if you have any questions, you can ask them! Join the Small Firm interests Connect group to get assistance from the task force and your peers.

AICPA Private Companies
Practice Section Resource Hub

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



 

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.

 

Tool: Five key mindsets to build a successful CAS practice

Description: Before, and even during the COVID crisis, many discussions about CPA practice transformation have focused on the addition of advisory services.  Understand the technologies driving this practice transformation in this Digitally Speaking article Digitally Speaking article to help you build your team and provide the services clients need now and in the future.

 

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.

 

PCPS September Tool of the Month