Firm management

Whether you're building your practice, or already a firm owner, you are faced with a multitude of concerns, from growing your client base to keeping your firm competitive in today’s electronic environment. You need to build a strong foundation to help ensure success for your firm. Let OSCPA help you along the journey and discover resources you need to build and grow your practice.

Building a practice

Starting your own accounting practice is a challenging, daunting and exciting task. You need to build a strong foundation to help ensure success for your firm. Let OSCPA help you along the journey and discover resources you need to build and grow your practice.

• Starting a practice checklist (from the AICPA PCPS)
• Succession planning: Who’s going to catch you if you fall?
• Forming your practice
• Record retention
• Salary guides

What is the difference between a compilation, a review and an audit?

As a part of its Statements on Standards for Accounting and Review Services (SSARS) No. 19 Toolkit for members, the AICPA PCPS developed a free, available-to-all, customizable client brochure providing a comparative overview of compilation, review and audit engagements, titled Comparative Overview: What is the Difference Between a Compilation, a Review and an Audit?

PCPS & firm management resources

As a firm owner, you are faced with a multitude of concerns, from growing your client base to keeping your firm competitive in today’s electronic environment. OSCPA has partnered with the AICPA Private Companies Practice Section (PCPS) to bring even more practice management resources to Ohio’s public accounting firms. Take advantage of the resources from OSCPA and PCPS to create new strategies, develop new products and services, or make your existing services better.

• A&A resources
• Firm strategy and planning
• Human capital
• Succession planning
• National MAP Survey
• Publications and online community

PCPS is a great resource for your firm practice management needs. PCPS serves over 6,000 member firms with a variety of tools and resources to help their member CPAs and their firms be successful through education and advocacy. Visit AICPA's PCPS page for more information. PCPS is a firm membership and annual dues are calculated based on the number of CPAs in your practice. At only $35 per CPA, maximum of $700 per firm, it’s a great investment for the wealth of resources.

Firm management news

Annual MAP survey indicates firms may be on rebound