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Newest and Most Popular PCPS Resources 

At PCPS, we regularly add tools and resources to keep your firm running smoothly.  Check this page often to see what’s new and what tools other PCPS member firms are using most.

top issues

Center for Plain Englisg Accounting

PCPS CPA Firm Top Issues Survey  PCPS Succession Survey PCPS Cybersecurity Toolkit

PCPS's mission is to support firms like yours in the everyday intricacies of running a practice, and we want to ensure we are giving you the resources you need! Results of the 2017 Top Issues Survey will be coming this summer.

Prepare your firm for a successful succession by checking out our largest, most comprehensive look at succession planning to date. Broken out by sole proprietors and multi-owner firms, use the applicable report to see what your fellow practitioners are doing and learn about best practices. Check out our newest toolkit covering cybersecurity! Learn about cybersecurity basics you need to know today and potential service opportunities to assist in building a cybersecurity practice.
Top Resources

PCPS Top Resources

These are some of the Top Resources as chosen by your PCPS peers.  Have you used the hottest tools yet? 

  • Engagement Review Tool - You're wrapping up engagements, so take some time to get feedback from your clients. You can improve your relationships with clients and identify opportunities to improve your processes using the Engagement Review Tool from the Trusted Client Advisor Toolbox.
  • Workload Compression Survey - Workload compression has consistently been a top five issue for the AICPA PCPS firms across all sizes. In May 2016, CPAFMA worked with PCPS to survey over 125 members of both organizations to identify strategies firms are using to mitigate the impact of seasonality and workload compression.
  • Comparative Overview: What is the Difference Between a Financial Statement Preparation, Compilation, Review and an Audit? - Use this brochure to help communicate with your clients about the services you provide.
  • CPA Comfort Letter to Lenders - Clients and their lenders are asking for CPAs to verify different types of information.  Check out these resources as you respond to the third party verification requests.
  • Client Evaluation Tool and Client Disengagement Letter - A key component in managing your firm is evaluating your clients.  Use the resources PCPS provides to help you determine if you’ve got the right mix of clients and to properly manage the termination of a client when needed. 
Additional Resources
  PCPS Practice Management Resource Directory

Looking for an simple way to find a PCPS resource? This excel file is easy to search and includes links so you can navigate quickly to the tool or topic you’re interested in.  You can also see all the resources for a topic in one spot.
PCPS Networking Groups

These national groups, segmented by firm size, meet twice a year for in-depth practice management discussions and an exchange of information on firm operations and professional issues. Consider attending an upcoming meeting!
10 Initiatives for Employee Engagement

Tools and resources that support the concepts outlined in Sandra Wiley’s publication “The Engaged Employee: 10 Initiatives for Successful Firms”, including a podcast series featuring Sandra discussing each initiative.
Firm inMotion e-Toolkit

Help your firm prepare for a successful journey into the future with these online resources. Check out the five key components for success and explore what's on the horizon. 


Center for Plain English Accounting
Join the CPEA and utilize the straight-forward A&A resources and written responses to technical inquiries as a support center for your firm..


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