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Firm Strategy and Planning

Firm Strategy and Planning  

This section contains tools and articles specially designed to help your firm better analyze your current client base, gain assistance with firm issues and plan for the future objectives of the firm.

PCPS CPA Horizons 2025 Toolkit
Take part in the CPA profession’s efforts to anticipate and plan for the future. Conduct a “Future Forum” in your firm using the CPA Horizons 2025 Toolkit provided here. Co-developed by the Business Learning Institute and Sounding Board In, the toolkit includes a link to the PCPS CPA Horizons 2025 Future Forum Facilitator’s Guide and everything you’ll need to get started!

Human Capital Center’s Strategy and Planning Section
PCPS teamed with Boomer Consulting, Inc. to provide CPA firms with a simple process and related tools to construct a One Page strategic plan. This One Page Plan will act as the basis for all firm objectives, which includes the process of deriving recruiting and performance management goals.

Client Evaluation
The client evaluation spreadsheet has been designed to provide guidance in ranking your clients based on set criteria.  

Sample Client Termination Letter
Use this letter to sever a client relationship.
 
2011 PCPS CPA Firm Top Issues Survey
The PCPS CPA Firm Top Issues Survey is a biennial study that provides a unique look at the most significant challenges facing practitioners across the country. Based on responses from PCPS member firms, it consists of five top issues lists: one each for sole practitioners, firms with two to five professionals, 6 to 10 professionals, 11 to 20 professionals and firms with 21 or more professionals.

PCPS 2011 CPA Firm Top Issues Economic Survey
The PCPS CPA Firm Top Issues Survey is a biennial study that identifies the most significant challenges facing practitioners across the country.  This year the survey also included a few economic questions to gage the effect that the current economic environment has had on CPA firms and their clients.

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2011 PCPS CPA Firm Top Issues Survey

Survey :  Staffing has been the dominant issue for many firms over the last decade, but for the first time in several years, staffing isn’t the number one issue in the PCPS CPA Firm Top Issues Survey.
Published on February 13, 2012

PCPS CPA Horizons 2025 Toolkit

Article :  Take part in the CPA profession’s efforts to anticipate and plan for the future. Conduct a “Future Forum” in your firm using the CPA Horizons 2025 Toolkit provided here. Co-developed by the Business Learning Institute and Sounding Board In, the toolkit includes a link to the PCPS CPA Horizons 2025
Published on January 13, 2012

2011 PCPS CPA Firm Top Issues Survey Firms with 6 to 10 Professionals

Link :  Here is a list of the top 5 MAP issues for firms with 6 to 10 Professionals. Below is a graph showing the top 10 MAP issues.
Published on January 06, 2012

2011 PCPS CPA Firm Top Issues Survey Sole Practitioners

Link :  Here is a list of the top 5 MAP issues for for Sole Practitioners. Below is the graph showing the top 10 MAP issues.
Published on January 06, 2012

PCPS CPA Firm Top Issues Survey Firms with 21 or more Professionals

Link :  Here is a list of the top 5 MAP issues for firms with 21 or more Professionals. Below is the graph showing the top 10 MAP issues.
Published on January 06, 2012

2011 PCPS CPA Firm Top Issues Survey Firms with 2 to 5 Professionals

Overview :  Here is a list of the top 5 MAP issues for firms with 2 to 5 Professionals. Below is a graph showing the top 10 MAP issues.
Published on January 06, 2012

2011 PCPS CPA Firm Top Issues Survey Firms with 11 to 20 Professionals

Link :  Here is a list of the top 5 MAP issues for firms with 11 to 20 Professionals. Below is a graph showing the top 10 MAP issues.
Published on January 06, 2012

CPA Horizons 2025 Report

Report :  This document reviews the overall findings of the AICPA’s CPA Horizons 2025 Project.
Published on November 03, 2011

Firm Strategy and Planning

Overview :  This section contains tools and articles specially designed to help your firm better analyze your current client base, gain assistance with firm issues and plan for the future objectives of the firm.
Published on October 07, 2011

360 Degree World View Chart

Practice Aid :  This chart is part of the PCPS CPA Horizons 2025 Toolkit. It may be used in facilitating a CPA Horizons 2025 Future Forum to capture social, political, economic and technological views.
Published on October 07, 2011

CPA Horizons Workbook Worksheets 1, 2 & 3

Practice Aid :  This document contains the following worksheets to be used in conducting a CPA Horizons 2025 Future Forum: Developing our 360 degree view of the future; Insight: Top Trends to Watch; Insight: CPA Vision 2011 & CPA Horizons 2025.
Published on October 07, 2011

CPA Vision on a Page

Practice Aid :  This document is part of the PCPS CPA Horizons 2025 Toolkit. It is a graphic that highlights components of CPA Vision 2011: vision statement, core purpose, core values, core services and core competencies. It may be used in facilitating a CPA Horizons 2025 Future Forum.
Published on October 07, 2011

CPA Vision 2011 Backgrounder

Overview :  This document is part of the PCPS CPA Horizons 2025 Toolkit. It is a backgrounder on CPA Vision 2011 and may be used in facilitating a CPA Horizons 2025 Future Forum.
Published on October 07, 2011

Insight Top Trends to Watch Chart

Practice Aid :  This chart is part of the PCPS CPA Horizons 2025 Toolkit. It may be used in facilitating a CPA Horizons 2025 Future Forum to capture top trends that may affect a firm’s future.
Published on October 07, 2011

Insight Seeing Past the Obvious Chart

Practice Aid :  This chart is part of the PCPS CPA Horizons 2025 Toolkit. It may be used in facilitating a CPA Horizons 2025 Future Forum to identify relativity of trends and issues to a firm’s future.
Published on October 07, 2011

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