Nontraditional Services Which One Is Right for Your Firm
Offering nontraditional services, such as wealth management, financial planning and insurance, litigation support and business valuation, can bring about the business growth you’ve been seeking. Learn how a medium firm expanded into niche offerings based on client needs
Published on June 26, 2013
CPA Comfort Letter to Lenders and Third Party Verifications
Many CPAs today are faced with a unique challenge of providing a loan broker or lender with a “comfort” letter on behalf of a client. There have been many questions raised over the last few months and PCPS would like to point you to guidance that will help in these situations.
Published on July 17, 2013
Firm Spotlight - Butler and Company CPAs
The PCPS firm spotlight highlights and recognizes Butler and Company CPAs by providing unique firm details, best practices and fun facts. In addition, Butler and Company CPAs discuss how they’ve used PCPS resources to enhance firm offerings.
Published on May 22, 2013
What My Kids Taught Me about Social Media
One sole practitioner gained 50 new clients over the last year by taking some very easy steps into social media. It may not be as difficult and time consuming as you anticipate, especially if you’re able to utilize the expertise and social media savvy of younger staff and family members.
Published on June 26, 2013
Focus on Getting to the End Zone
Learn about a large firm’s client centered approach to client service and the importance of assisting clients through every stage of their life and business cycle. In addition, this article details how this firm uses revenue groups to drive firm growth.
Published on November 26, 2013
Client Disengagement Letter
Use the information on this page to guide you on how to professionally and formally terminate the CPA-client relationship.
Published on February 07, 2013
Transition Roles and Responsibilities
Chapter 8, Transition Roles and Responsibilities, includes a PDF chapter, along with a video and tools. The chapter page includes a sample partner transition plan that can be customized for your firm.
Published on March 05, 2013
PCPS Member Discounts
See some of the savings associated with PCPS membership.
Published on November 15, 2013
Keeping Up with Health Care Reform
The October issue of the PCPS News & Views e-newsletter discusses specific provisions of health care reform that may cause client questions. Michael Trabold at Paychex reminds CPAs of the importance of staying up-to-date on implementation dates and health care related credits.
Published on October 22, 2013
Fiduciary for a Trust or Estate Consider This
The November issue of the PCPS News & Views e-newsletter discusses the CPA’s role as a fiduciary. Aon provides considerations for CPAs who are acting as a fiduciary for a client’s trust or estate. The article points out risks of serving in a fiduciary capacity and how to successfully mitigate
Published on November 05, 2013