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Resources to address CPA firm top issues

The Private Companies Practice Section (PCPS) and the AICPA provide a variety of resources that can help address the issues identified in the 2022 PCPS CPA Firm Top Issues Survey.

The resources below can help you turn the concerns identified in the Top Issues Survey into opportunities. Take advantage of the free resources available to AICPA members including blog posts, webcasts, and articles. To expand your firm’s knowledge even further, explore content from the PCPS and Tax member sections. Also consider conferences and other premium content from CPA.com and AICPAstore.com.

Challenges when working with the IRS

AICPA Town Hall Series

Earn CPE and catch up with the most pressing accounting news, analysis, insights and practical guidance with this live webcast held on alternating Thursdays at 3pm ET.

IRS Hotline Quick References Chart

This downloadable document provides a summary of contact telephone numbers for IRS departments to help practitioners resolve tax matters for their clients.

IRS first-time penalty abatement guidance

The first-time penalty abatement (FTA) waiver is an administrative waiver that the IRS may grant to relieve taxpayers from penalties if certain criteria are met.

Tax Section Odyssey podcast

Listen to this high-impact podcast series as staff members of the AICPA’s Tax Section address top tax issues with the profession’s thought leaders.

Washington Tax Brief

Watch this webcast series to learn about proposed tax law changes, updates to IRS regulations and the AICPA’s tax-related advocacy efforts. .

Keeping up with changes and complexity of tax laws

The Tax Adviser online

The top provider of tax news, analysis and advice and a top benefit for Tax Section members.

Tax Section Odyssey podcast

Listen to this high-impact podcast series as staff members of the AICPA’s Tax Section address top tax issues with the profession’s thought leaders.

Tax Section CPE and discounts

Tax Section members get access to four free webcasts each year offering eight hours of CPE and receive additional discounts on various webcasts and conferences.

SALT Roadmap — State and Local Tax Guide

Navigate the complex world of state and local taxes with a compilation of information and quick links to additional guidance and references.

Crypto asset solutions

CPA.com and Lukka have partnered to provide practitioners with a virtual currency tax preparation platform.

Keeping up with COVID relief programs, such as PPP, EIDL, ERC, etc.

AICPA Town Hall Series

Earn CPE and catch up with the most pressing accounting news, analysis, insights and practical guidance with this live webcast held on alternating Thursdays at 3pm ET.

Employee retention credit (ERC) guide and resources

This resource library helps practitioners understand the complex rules governing the employee retention credit (ERC).

Employee Retention Credit (ERC) FAQs

Get answers to common employee retention credit (ERC) questions on topics such as shareholder/related-party wages, PPP impacts and aggregation rules.

Paycheck Protection Program (PPP) and SBA resources for CPAs

Find tools and guidance to help clients with accounting and other questions related to Paycheck Protection Program (PPP) forgivable loans.

Governmental Audit Quality Center (GAQC) COVID-19 guidance

Keep up with single audit and other guidance related to governmental audits.

Small Business Adviser Program

Be prepared to answer clients’ questions about important current issues by completing this course.

Finding qualified staff (at all levels)

Association Career Hub

Post and find accounting jobs, upload resumes and review recruiting advice for employers and practitioners.

PCPS Diversity and Inclusion Toolkit

Increase your firm’s diversity and culture of inclusion with this toolkit filled with easy-to-use resources.

PCPS Small Firm Recruiting Brochure

Promote the benefits of working for your small firm with this customizable brochure. Add your firm logo to enhance your recruiting strategy!

Four steps to address staffing concerns

In this Small Firm Solutions article, AICPA Vice President – Small Firm Issues Carl Peterson, CPA, CGMA, lays out ways firms can address their staffing issues.

PCPS George Willie Ethnically Diverse Student Scholarship & Internship

This program offers $100,000 in scholarships to connect 10 PCPS member firms with promising accounting majors of ethnically diverse backgrounds.

Retaining qualified staff (at all levels)

Leave of absence as a retention and re-entry strategy

Start the conversation about extended leave at your firm with this toolkit from the AICPA’s Women’s Initiatives Executive Committee.

PCPS CPA Firm Competency Model

Read these tips to help your firm retain staff in a competitive labor market.

CPA Culture of Support Toolkit

Find tools your firm can use to encourage staff to take the CPA Exam and that your staff can use to prepare to pass the exam.

Creating a culture that promotes employee wellbeing”

This Small Firm Solutions article outlines six ways firms can better support their employees’ mental health.

Does client feedback hold the secret to employee retention?

This Journal of Accountancy article covers several ways in which using a client feedback system can help firms reduce strain on staff.

Seasonality/layering of deadlines

Client evaluation tool

Employee this exercise to identify your firm’s best clients and determine how to spend your time and energy.

Good fit client tool

Helpful steps to determine the right client fit for you.

Extension Reminder Letter for Individual Client Tax Return

Educate your clients about the tax return extension process and what is needed so you can file an extension on their behalf.

Using client continuance strategies to control busy season

In AICPA Town Hall segment replayed on the Small Firm Philosophy podcast, a panel of experts discusses client acceptance and continuation decisions small firms can make before busy season.

Client Termination Practitioner Checklist and Notification Letter

Terminate a client relationship by following these helpful practice management reminders and then formally communicate the termination to your client.

Podcast: Surviving tax season

On this episode of the Small Firm Philosophy podcast, Deb Rood, CPA, risk control consulting director at CAN, shares best practices and resources to help your firm prepare for a successful tax season.

Keeping up with changes in technology and managing associated costs

Hybrid work best practices

This PCPS, firm practice management technology article, outlines key considerations that firms should consider when formalizing their hybrid work program.

CPA.com Client Advisory Services (CAS) Roadmap Workshop

Learn the steps needed to build or expand a CAS practice from practicing facilitators who have taken the journey. Among the topics covered is technology.

CPA.com Research & Innovation section

Connect with leading-edge technology content and products from CPA.com.

CPA cybersecurity checklist

Use this resource to find a list of steps your firm can take to keep your firm from being an easy target for hackers and criminals.

CPA firm top ten technologies

This Digitally Speaking article shows PCPS members the 10 must-have technologies their firms should be using.

Digital CPA Conference

Join this conference onsite or online to get in front of the rapidly changing landscape facing the profession and learn how innovative firms are staying ahead of the curve.

Developing the next generation of firm leadership

PCPS emerging partner resources

This toolkit was designed to help emerging leaders gather information and make the best decision on whether to become a firm partner.

How one firm gets succession right

This Journal of Accountancy article explains how starting early and choosing the right people are the keys to a smooth transition.

Owning Your Leadership self-study

This seven-part program provides accounting professionals with a deeper understanding of the leadership and relationship skills they’ll need to be an effective leader from any position within a firm.

AICPA Leadership Academy

Expose the next generation of CPAs to a strong ethic of leadership and service, providing them with strategies that empower them to become leaders within their organizations, communities and the CPA profession.

Staff compensation and rewards programs

CPA Culture of Support Toolkit

Find tools your firm can use to encourage staff to take the CPA Exam and that your staff can use to prepare to pass the exam.

PCPS Human Capital Center compensation tools

This page provides firms with advice, structure and tools for building a compensation, rewards and incentives program that promotes desired team member results.

Top firms dig deeper to retain employees

This Journal of Accountancy article examines how the Great Resignation prompted some firms to raise starting salaries and benefits.

Creating a culture that promotes employee wellbeing”

This Small Firm Solutions article outlines six ways firms can better support their employees’ mental health.

Four steps to address staffing concerns

In this Small Firm Solutions article, AICPA Vice President – Small Firm Issues Carl Peterson, CPA, CGMA, lays out ways firms can address their staffing issues.

PCPS mental health resources

These PCPS, firm practice management, resources help firms address mental health and mental wellness to improve individual job performance and firm success.

Maintaining staff connectivity and morale

Remote team building and culture

Create a remote employee culture that is productive and supportive.

Distributed by design – your guide to remote work

Get the knowledge and resources to conduct proper planning and decision making to ensure remote work, works!

Hybrid work best practices

This PCPS, firm practice management technology article, outlines key considerations that firms should consider when formalizing their hybrid work program.

Tips for managing remote workers

This Journal of Accountancy article lays out strategies firms can use to to create remote work policies and procedures that balance employee, firm and client needs.

Creating a culture that promotes employee wellbeing”

This Small Firm Solutions article outlines six ways firms can better support their employees’ mental health.