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Sole Practitioners 

As a sole practitioner, you have unique needs and challenges.  According to the PCPS CPA Top issues survey, the top five issues for sole practitioners include keeping up with changes & complexity of tax laws, bringing in new clients, seasonality/workload compression, retaining current clients, the effect on firms caused by new federal & state regulations (e.g., increasing complexity, costs to comply). 

Join the PCPS Firm Practice Management Section today!

Contact us directly at or 1-800-CPA-FIRM with questions or comments. PCPS is your team behind the scenes, you’re not alone as you face challenges. PCPS tools/resources provide strategies for plotting your direction and support for the every-day intricacies of managing a solo practice.

Highlighted Resources

Strategy and Planning

Set the course for your practice through these simple, cost-effective tools. Join a community where you can easily network with peers and share challenges, ideas and solutions.

For a full view of tools and resources, visit the Strategy & Planning  page

Practice Growth & Client Services

Explore new service opportunities, strengthen client relationships, and communicate your unique value with these turn-key solutions.


For a full view of tools and resources, visit the Practice Growth & Client Services page.

Human Capital Center (HR Resources)

Whether you already have a few staff or are hiring for the first time, these human resource customizable templates will assist you in the process of managing people.

 Technical: Quality & Services Delivery

Keep up with tax changes, accounting & auditing standards and deliver these services to your clients at the highest quality with resources that can be easily integrated into your practice.

For a full view of tools and resources, visit the Technical: Quality & Services Delivery page.  

Financial and Administrative Services

Benchmark your results against other firms in your region and of similar size to map growth opportunities in your own practice.
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