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    Assimilation Checklists and Agendas

    Checklist Utilize these checklists to ensure that nothing falls through the cracks when onboarding a new hire. Also, this tool includes some preparation guidance for orientation presenters
    Published on January 31, 2012

    Interactive Tax Checklists for Todays Digital CPA - PDF

    Checklist Review this chart to understand why you should make the change from paper, PDF and Word checklists to the AICPA's new Interactive Tax Checklists. This new tax planning tool includes the content you trust in an interactive, online environment and is a high-quality option...
    Published on May 11, 2013

    Goal Category Checklists

    Checklist These lists consist of goal categories and topics that can be covered during the goal-setting process.
    Published on February 06, 2012

    Developing New Leaders

    Overview Chapter 6, Developing New Leaders for Succession Planning, includes a PDF chapter, along with a video and tools. Chapter tools include checklists for training and developing employees and shareholders
    Published on March 21, 2014

    Selling Your Firm

    Overview ...along with a video and tools. It will walk readers through the steps that should be followed and offers helpful advice on selling a practice. Chapter tools include related checklists, Practice Summary and Staff Information templates, as well
    Published on February 20, 2013

    Tax Can Make You Smile!

    Article ...newsletter discusses how this firm assists clients with tax planning opportunities. This article also highlights AICPA tools such as The Practicing CPA, Tax Tweets, and Tax Practice Guides and Checklists
    Published on December 23, 2013

    Association for Accounting Administration Moving Guide

    Guide ...CPA firms in making sound decisions regarding planning their expansion, contraction and relocation, communicating decisions to staff and clients and developing and implementing plans, policies and procedures. It includes checklists and timetables along with helpful
    Published on January 18, 2013

    Try Something New This Busy Season

    Article The large firm article, written by Polina S. Chapiro, CPA and Donald J. Snyder, CPA, in the January issue of The Practicing CPA e-newsletter discusses their firm’s busy season preparation process for tax and audit clients.  They also identify new process ideas which will be implemented this year.  In addition,
    Published on January 28, 2014

    Merging Your Firm

    Overview Chapter 5, Merging Your Firm for Succession Planning, includes a PDF chapter, along with a video and tools. It will walk readers through the considerations that should be made and offers helpful advice on merging a CPA practice. Chapter tools include templates to be used by mergee and mergor firms,
    Published on March 18, 2014

    Get Client Resolution from the IRS

    Article The small firm article, written by Darrell G. Eskam C.P.A., C.V.A., M.A.F.F., in the January issue of The Practicing CPA e-newsletter discusses how his firm has a defined process for working with the IRS and Taxpayer Advocate Service on their client’s behalf.  This article also points out helpful resources used
    Published on March 10, 2014

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