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

Exploring SSARS No. 21 Toolkit  Firm inMotion e-Toolkit Invigorate the Focus on Quality Toolkit
SSARS No. 21 is now effective.  You can use the PCPS resources in the toolkit to learn more about the new standard and it's effect on reviews, compilations and engagements to prepare financial statements.     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.  Take a fresh look at your firm's commitment to delivering quality services using tools to help evaluate the tone at the top, train your staff and assess your quality control resources.
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?

  • Trusted Client Adviser Workshop - Bring this one day workshop to your firm and invest in your future leaders, encourage them to engage in meaningful client dialogue and transform client service. Call 800.634.6780, option 1, or email for pricing. PCPS members save 20 percent!
  • Staff Development & Culture Resources - Enhance employee engagement and encourage the growth of rising stars through the tools in this section of the Firm inMotion e-Toolkit. Explore new ideas in creating career development plans and coaching and mentoring programs for a changing workforce.
  • Top 20 Cybersecurity Checklist - Security needs to be a priority for all firms. While you can't be 100% protected from cybersecurity threats, take a look at this list of best practices to see if there are things you can do to beef up your level of security.
  • 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.
  • PCPS News and Publications - PCPS has several online publications to provide news, explore hot topics and developments related to practicing CPAs in firms of varying sizes. Check out the Practicing CPA for practitioner perspectives by firm size with an "in the trenches" look at firm issues. 
  • 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

Tech Success Tracker 
How do you know if you are spending enough – or effectively enough – on technology? Try out the Tech Success Tracker, a free service that could help you maximize the return on your technology spending.

Quick start Internship Guide
Consider using internships as a tool for building a pipeline of talent. This quick start guide is designed to give you an overview of the process and resources available to help start a successful internship program.



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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