Managing a PFP Practice

    Managing a PFP Practice 

    Managing a personal financial planning practice is much different than managing a tax or audit practice. This section will give you the guidance necessary to help you manage your practice successfully and profitably.

     

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    Managing a PFP Practice

    Video Managing a PFP Practice will give you the guidance necessary to help you manage your practice successfully and profitably.
    Published on July 17, 2013

    PFP Practice Management Toolkit

    Article Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS!   Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of its organizational structure, strategic planning, and human capital.   To satisfy firms' needs, we have made
    Published on May 13, 2013

    HCC Toolbox Series - Performance Management

    Guide Benefits of a well-run performance management process include the ability for firms to capture team member performance objectively and provide a basis for salary and promotion decisions. Learn more implementing this system and other details.
    Published on February 01, 2010

    HCC Toolbox Series - Work/Life and Retention

    Guide The Human Capital Center provides an array of tools, resources & research to educate employees and employers on work/life balance issues and help to manage the demands of work while enjoying life. Learn more of what's available.
    Published on February 01, 2010

    HCC Toolbox Series - Orientation-Assimilation

    Guide As retention challenges reach an all-time high for CPA firms, proper orientation & assimilation become one of the most critical aspects of retaining quality team members. Learn the stages of assimilation and set up a process for your firm.
    Published on February 01, 2010

    HCC Toolbox Series - Learning Culture

    Guide The Learning Culture section explores the impact that a learning environment can have on you, your clients and your firm. The section also identifies the diverse learning styles and interests of your team members.
    Published on February 01, 2010

    HCC Toolbox Series - Team Recruitment

    Guide Qualified and competent staff members are the foundation of any successful CPA firm. Learn about the learning tools and resources necessary to build a strong team that the PCPS Human Capital Center offers.
    Published on February 01, 2010

    HCC Toolbox Series - Organizational Structure and Governance of a CPA Firm

    Guide Organizing a firm is not a one-size-fits-all-task. There are a variety of ways to define an organization, its functions and its collective responsibilities. Discover the basic functions of an organization, charts, plus roles and responsibilities of a firm.
    Published on February 01, 2010

    HCC Toolbox Series - Strategy and Planning

    Guide Strategic planning is an essential process for growth and sustainability. This guide includes an eight-step Strategic Planning Process Outline that is designed to complete the firm?s strategic plan within six to seven hours.
    Published on February 01, 2010

    HCC Toolbox Series - Developing High-Performance Teams

    Guide Explore the resources available and learn more about the steps your firm can take to build an inspired, successful team with best practices and ideas for structuring, deploying and motivating your people.
    Published on February 01, 2010

    HCC Toolbox Series - Generational Issues

    Guide Our environment includes four generations of workers, numerous combinations of race, gender & belief systems. CPA firms must understand all of these changes to prepare for the future. Learn more about how to address these various cultures.
    Published on February 01, 2010

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