Small Firm Resources

This page contains valuable resources for small CPA firms with big aspirations. From content designed to sharpen your technical proficiency and community-focused publications to information on firm practice management best practices — this small firm hub has you covered.

  • News, Community & Events: Stay in the loop
  • Small Business & Individual Clients: Provide value added services
  • Tax: Tools to assist with your tax practice
  • Strategic Planning & Benchmarking: Plan for your firm's future
  • Staffing: Add staff, develop existing talent and sharpen competencies
  • Audit & Attest: Technical guidance to keep you informed
  • Advisory Services: Specialize to better serve your clients
  • Carl's Corner: Valuable insights from a former small firm practitioner


  • News, Community & Events: Stay in the loop 
    • PCPS Networking Groups: Engage in meaningful practice management discussions and exchange best practices with other small firms across the country. 
    • The CPA Advocate: Stay informed about the AICPA's advocacy efforts on your behalf.
    • Facebook Live Events:
      • Mark Koziel, CPA, CGMA, Vice President of Firm Services and Global Alliances at the Association of International Certified Professional Accountants, discusses trends affecting small firms today and how you can stay ahead.
    • Small Firm Philosophy Podcast Series: Hear from small firm practitioners across the country about how they foster a strong culture in their practice to stay ahead and succeed.

     
    Small Business & Individual Clients: Provide value added services
     
    Tax: Tools to assist with your tax practice 
     
    Strategic Planning & Benchmarking: Plan your firm's future 
     
    Staffing: Add staff, develop existing talent and sharpen skills
     
    Audit & Attest: Technical guidance to keep you informed
     
    Advisory Services: Specialize to better serve your clients
     
    Carl's Corner: Valuable insights from former small firm practitioner Carl Peterson, CPA, CGMA, Vice President – Small Firms, the Association of International Certified Professional Accountants 
    • Small Firm Solutions: Read about how to make the most of opportunities and keep track of important developments in the profession in this monthly e-newsletter. 
    • Small Firm Update Webcasts: Understand the trends affecting CPAs, the challenges and opportunities practitioners face and best practices being used at successful firms across the country during these one-hour free webcasts.