Large Firms 

PCPS understands that large firms are focused on identifying new opportunities that can come from the ever-changing business landscape. According to the latest PCPS CPA Top issues survey, the top issues for large firms include finding and retaining qualified staff (at all levels), owner/partner accountability and unity, seasonality/workload compression, succession planning and bringing in new clients.


Join the PCPS Firm Practice Management Section today!

Let PCPS help you sort through the complexities of the profession and support you on the issues that significantly impact your practice and your clients. With turn-key tools specifically organized by firm size, we are ready to help you. And feel free to contact us directly at pcps@aicpa.org or 1-800-CPA-FIRM with questions or comments.

Highlighted Resources

Strategy and Planning

Strategic planning is the foundation for growth and sustainability.  Use these tools to complement your existing efforts in plotting your firm’s direction.

Note that the links in the upper left corner provide all resources included in the Strategy and Planning section.

  • Firm inMotion toolkit - Use these customizable tools to navigate trends and prepare for continued firm success. Embrace generational differences and evolve your firm with insights from successful innovative firms.
  • Succession Planning Resource Center - Work through various succession scenarios including selling, merging or developing & transitioning new leadership 
  • Large Firm Networking Group - Build relationships and exchange ideas and best practices with your peer CPAs managing large firms 

Practice Growth & Client Services

Supplement your existing marketing efforts and strategies with these resources.

Note that the links in the upper left corner provide all resources included in the Practice Growth & Client Services section.

Human Capital Center (HR Resources)

These human resource customizable templates, staffing ideas and guidance will assist in your firm’s overall process of managing people.

Note that the links in the upper left corner provide all resources included in the Human Capital Center section.

  • Partner Accountability & Unity Guide/Tools - Integrate these insights and tools into your firm’s overall plan for enhancing partner performance and accountability
  • Firm Competency Model (Career Ladder) - Customize this career ladder template that defines the key roles of a firm, structured around five core competencies required in each role to advance thorough the career progression path
  • Become a Firm of the Future - CPA firms need to adapt to new and emerging developments and take steps to keep pace with rapid change. Explore recommendations on how to seize the opportunities available to firms who want to become a Firm of the Future
  • Flexibility Toolkit - Learn more about flexibility arrangements and how to develop a successful program
Technical: Quality & Services Delivery

Integrate these tools into your firm materials for training staff and communicating to clients.

Note that the links in the upper left corner provide all resources included in the Technical: Quality & Services Delivery section.
Financial and Administrative Services

Benchmark your firm’s financial results and situation against other firms in your region and of similar size and decide if changes are needed in order to perform beyond the averages.

Note that the links in the upper left corner provide all resources included in the Financial and Administrative Services section.
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