Firm Strategy and Planning

    Firm Strategy and Planning  

    The business climate today is constantly changing and filled with uncertainty, fierce competition and increasing complexity, so it’s more important than ever to understand why your firm exists and where it’s headed in the future. Proper planning and a well-defined strategy are vital to prepare your firm for success.

    Highlighted Tools and Information

    Guide to Strategic Planning
    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 should act as the basis for all firm objectives, including the process of deriving recruiting and performance management goals.

    Client Evaluation Tool and Client Disengagement Letter
    The Client Evaluation Tool provides guidance in evaluating your existing clients and ranking them based on set criteria. After conducting this evaluation, terminating a few clients may be necessary. When you’re ready to terminate a client, use the Sample Disengagement Letter to properly end the relationship.

     


    CPA Horizons 2025 Toolkit
    The AICPA initiated Horizons 2025 Report identifies key trends forecasted to impact the CPA profession in the years ahead. You can take part in anticipating for the future by conducting a ‘future forum’ in your firm. Co-developed by the Business Learning Institute and Sounding Board Ink, the CPA Horizons 2025 Toolkit will provide the tools and resources you need to determine why you exist, what you stand for and where you’re going.

    Roadmap to Developing and Managing a CPA Personal Financial Planning Practice
    This guide will provide the information you need to successfully add PFP as another value-added service to your established practice.
      

    Specialized Credentials
    The AICPA recognizes that most CPAs move into an accounting specialty area during their career. To address these unique subject areas, specialized credentials and designations were designed to help you grow in your particular practice niche. The items below provide step-by-step roadmaps and additional information on each specialization.

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