Checklist for Practice Sale
Checklist:
In order to assist you in putting together your sales plan, we have organized some of the concepts we covered in this material into a “Sale Checklist
Published on March 13, 2013
TAP Checklist
Checklist:
This checklist provides a tool to help sort through options and firms who may be likely candidates to buy or merge in your practice. It is designed around ten key areas...
Published on September 09, 2012
Sabbaticals Pre-Departure Checklist
Checklist:
This checklist is used by the sabbatical-goer to manage their preparation for departure on sabbatical. It will be used as the agenda for planning and status meetings with the manager...
Published on August 10, 2012
SIT Program Checklist
Checklist:
This checklist was created to stimulate your thought and provoke your thinking regarding the creation of a shareholder-in-training program at your firm
Published on September 09, 2012
PCPS Free Resources
Overview:
PCPS offers tools like checklists and templates for everything from technical issues to marketing and business development. Get a better feel by checking out these free resources
Published on April 06, 2012
Orientation Training Checklist
Checklist:
Provided is an example orientation checklist, detailing the specific items all team members should know in their first six months to a year at a firm. It also lists the specific role-related items and...
Published on March 20, 2013
Peer Review Process Checklist for Engagement Reviews
Checklist:
This peer review checklist provides a good base and broad overview to guide in the peer review process for engagement reviews commencing on or after January 1, 2009
Published on April 09, 2013
Training and Development Checklist
Checklist:
This fillable checklist list what firms can do now to start developing their employees. It involves charting skill sets, identifying high-potential staff, mentoring and setting up documentation and a timetable
Published on September 09, 2012
Research Tactics Checklist
Checklist:
The Research Tactics Checklist will assist in preparing you for the initial consultation as you determine where your client may want assistance from their Trusted Business Advisor
Published on April 05, 2012
Peer Review Process Checklist for System Reviews
Checklist:
This peer review checklist provides a good base and broad overview to guide in the peer review process for system reviews commencing on or after January 1, 2009
Published on April 09, 2013
Starting Your Own Practice Checklist
Checklist:
The starting your own CPA practice checklist provides guidance through the startup process of beginning such an endeavor
Published on April 10, 2013
SSARS No. 19 Implementation Checklist
Checklist:
From understanding the standard and educating your team, through communicating with your client, this practical checklist walks you through the steps of putting the new standard into operation in your firm
Published on April 03, 2013
Sabbatical Program Formation Checklist
Checklist:
There are many types and variations of sabbatical programs. This worksheet will help the formation team to consider all the various options and put together a comprehensive first draft of the program that will serve as the basis for further refinement.
Published on August 10, 2012
Employee Outplacement Checklist
Checklist:
Firms should give this document to any employee who is being laid off. It provides reminders and references to help the employee protect him/herself from undue hardship and gives guidance for developing a successful job search plan.
Published on January 24, 2013
Due Diligence Checklist
Checklist:
This comprehensive worksheet created by Transition Advisors walks you through all the areas to be covered when performing due diligence. It incorporates financial data, retirement and other withdrawal obligations, detailed owner and employee census and information on client services and industry concentrations.
Published on September 09, 2012