The home for AICPA small firms
Whether you are a sole practitioner or lead a team of 30 at a small accounting firm, welcome to a hub of resources tailored to your needs. Bookmark this page so you can explore practical resources and customizable practice management tools — whenever you like.
The home for AICPA small firms
Whether you are a sole practitioner or lead a team of 30 at a small accounting firm, welcome to a hub of resources tailored to your needs. Bookmark this page so you can explore practical resources and customizable practice management tools — whenever you like.
Supporting and advocating for small firms is our focus
If you’re part of a small CPA firm, this hub is where you’ll find resources designed to support you, your team, and your firm.
Enjoy Small Firm Solutions monthly articles, the Small Firm Focus newsletter, and content that members have requested, such as a gen AI policy template.
Please email us your comments or questions.
Supporting and advocating for small firms is our focus
If you’re part of a small CPA firm, this hub is where you’ll find resources designed to support you, your team, and your firm.
Enjoy Small Firm Solutions monthly articles, the Small Firm Focus newsletter, and content that members have requested, such as a gen AI policy template.
Please email us your comments or questions.
Resources for small CPA firms
Updates relevant to small firms. Practice management issues and tips. Insights and strategies for solutions.
Resources for small CPA firms
Updates relevant to small firms. Practice management issues and tips. Insights and strategies for solutions.
Resource library
Interactive resources and informative guides are ready to help you assess your needs, design a strategic plan, disengage with clients, attract new staff, or create your own CPA firm.
Recruitment & retention resources
PCPS and Emerging Professionals Recruitment and Retention Toolkit
Start in high school to strengthen the accounting profession
Hiring best practices: How to succeed in a competitive labor market, a Journal of Accountancy podcast episode (January 2025)
Tales of Business Evolution podcasts
The Talent Lifecycle Advantage (August 2026)
Developing Talent and Embracing Change (July 2026)
Burnout Prevention in Action (January 2026)
Tax Section Odyssey podcasts
Reimagining firm ownership — Building and growing a modern practice (November 2025)
Reimagining firm ownership — Life after the sale (December 2025)
Podcasts featuring Stephanie Otero, CPA
Enjoy insights from the AICPA’s Vice President of Firm Services and Small Firm Advocate, Stephanie Otero:
What Small Firms Are Getting Right About Tech and Why They’re Not Alone, a Journal of Accountancy podcast episode (April 2026)
Topics: AI, automation, and innovation in small firm practices
The Future for Small Firms, an Accounting Today podcast episode (March 2026)
Topics: Issues and opportunities that small firms face
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