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.
Hear from Vice President - Small Firm Advocate, Stephanie Otero, CPA
Stephanie Otero, CPA and the AICPA® Vice President — Small Firm Advocate, is here to listen, learn and advocate for small firms — helping them thrive in a rapidly evolving landscape.
Hear from Vice President - Small Firm Advocate, Stephanie Otero, CPA
Stephanie Otero, CPA and the AICPA® Vice President — Small Firm Advocate, is here to listen, learn and advocate for small firms — helping them thrive in a rapidly evolving landscape.
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.
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
Steps firms can take to minimize cyber threats
The article “HACKED! Building Defenses Against and Responses to Intrusion” provides clear steps to develop an official plan that mitigates cyber risks and articulates actions should your firm need to respond to a cyberattack.
Resources to meet cybersecurity obligations
The article “CPA Cyber Obligations and Breach Response” details safeguards to keep client data confidential, guidance to create a response plan, and additional AICPA cybersecurity resources:
Your road map to strategic IT
The downloadable “PCPS IT Strategy Template” guides you in identifying objectives, metrics, and strategies to meet your small firm’s IT goals.
Guide to determining a tech solution
The downloadable “Technology Selection Analysis Questionnaire” presents 15 questions to guide your consideration and fuel analytical discussions of the challenges and opportunities as you articulate your small firm’s tech solution(s).
PCPS IT Innovative Practices Checklist
The “PCPS IT Innovative Practices Checklist” guides you through strategic initiatives, innovative practices, definitions, considerations, and more related to emerging tech, such as automation and AI.
Questions to ask your clients about cybersecurity
The “Cybersecurity Client Assessment Template” is a guide to discuss cybersecurity with your clients as you consider which tech to implement in your firm.
Letter for clients about cybersecurity offerings
The downloadable “Cybersecurity Services Introduction Letter” introduces clients to your firm’s cybersecurity services and opens discussion about your clients’ cybersecurity viewpoints.
Measures your firm can take against cyber threats
The “CPA Cybersecurity Checklist” offers crucial strategies you can implement to protect your firm, such as:
Using enhanced password controls
Developing a policy to greet office visitors
Reviewing insurance policies
A journey to quality management
Resources and information for launching or establishing your quality management system.
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