Small Firms 

    As a small firm owner, you wear many hats.  According to the 2013 PCPS CPA Top issues survey, your top issues include keeping up with changes & complexity of tax laws, succession planning, finding qualified staff (at all levels), bringing in new clients, seasonality/workload compression. 

    Lean on PCPS to sort through the complexities of our profession and support you on the issues that significantly impact your practice and your clients. With turn-key tools specifically designed for the small firm, we are ready to help you address your practice challenges.

    Highlighted Resources

    Strategy and Planning

    Strategic planning often takes a back seat to client workload.  Still, proper planning is the foundation for growth and sustainability.  These tools will save you time and money plotting your firm’s direction.

    For a full view of tools and resources, visit the Strategy & Planning page.

    Practice Growth & Client Services

    Explore new service opportunities, strengthen client relationships, communicate your value and show how your practice is unique with these turn-key solutions.

    For a full view of tools and resources, visit the Practice Growth & Client Services page.

    Human Capital Center (HR Resources)

    Whether you already have a few staff or are hiring for the first time, these human resource customizable templates will assist you in the process of managing people.

    Technical: Quality & Services Delivery

    Keep up with tax changes, accounting & auditing standards and deliver these services to your clients at the highest quality with resources that can be easily integrated into your practice.

    For a full view of tools and resources, visit the Technical: Quality & Services Delivery page.

    Financial and Administrative Services

    Benchmark your own financial results and situation against other firms in your region and of similar size and decide if changes are needed in your own practice.
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