2026 PCPS CPA Firm Top Issues Survey - Results and Insights for Firms

This session will explore the 2026 AICPA PCPS CPA Firm Top Issues Survey results and see how priorities differ by firm size, from talent and leadership development to tax law complexity and emerging technology. This presentation is designed to help firms of all sizes discover insights and practice management resources to plan for the future.

Learning Objectives:

1. Identify the leading practice management priorities highlighted in the 2026 PCPS CPA Firm Top Issues Survey.
2. Identify key issues unique to small, mid-sized, and large firms, helping participants recognize and understand the issues relevant to their own organizations.
3. Describe the anticipated effects of emerging issues on CPA firm operations.
4. Recognize PCPS and CPA.com resources that support practice management and business model improvements.
5. In order to verify participation for the CPE Credit, we ask webinar attendees to answer 3-4 polling questions during the presentation. Please provide poll questions that are relevant to your topic.

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Presenter and Moderator Bios

Presenter: Jaimie Boyd, CPA, Manager – Firm Services, AICPA

Jaimie Boyd joined the AICPA in 2025 and is a Manager on the AICPA Firm Services team, working with the Private Companies Practice Section (PCPS) to support firms through practice management resource development, facilitation of peer networking and engagement, and business model transformation to address an evolving profession.

Prior to joining the AICPA, Jaimie built her career in public accounting and advisory roles across national firms. She began her career at EY as an auditor, serving both private and public company clients. She then moved to Baker Tilly working in forensic accounting on business interruption and litigation engagements and later transitioned to resource management focusing on workforce planning and offshore resource integration.

Jaimie is licensed as a CPA in Georgia and is a member of the American Institute of CPAs, Georgia Society of CPAs, and the National Association of Black Accountants. She holds a bachelor’s degree from the University of Alabama at Birmingham and a master’s degree from George Mason University.