Starting a CPA Practice

Guidance:  To help the aspiring sole practitioner or small firm owner address some of these startup considerations (as they relate to a CPA practice) PCPS has developed a planning checklist and applicable resources to provide guidance through the startup process and give answers to the questions one might face in setting
Published on April 10, 2013

Emphasizes Recovery Efforts Already Taken by SBA To Expand Access to Capital for Small Businesses

Press Release:  President Obama and Secretary Geithner will announce plans to take immediate action to help ensure that credit gets flowing again to entrepreneurs and business owners. Learn more about the measures being taken
Published on January 15, 2010

National MAP Survey

Survey:  The National Map Survey's rich history makes it the leading benchmarking survey for CPA firms. See how your firm measures up using targeted and relevant practice management benchmarks including billing rates, chargeability ratios, compensation, and other key performance indicators.
Published on January 24, 2013

Engagement Action Plan

Framework:  The Engagement Action Plan is a customizable tool which you can use to outline your process details in successfully assisting your client in Trusted Business Advisor engagements
Published on April 16, 2013

Practice Growth & Client Service

Overview:  ...value and show how your practice is unique with resources here focused on practice development and marketing opportunities. Plan to make money by incorporating these strategies into your current service model and enhance your status as your client’s most trusted business
Published on May 13, 2013

Virtual Marketing Conference - Marketing Plans

Guidance:  ...writing your firm's first marketing plan to creating a personal marketing plan to learning from marketing veterans, learn what you need to differentiate your firm move beyond the firm newsletter and website. Hear expertise from inside--and outside--the profession on how to land new business
Published on January 15, 2013

PCPS CPA Horizons 2025 Toolkit

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
Published on May 21, 2013

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 April 03, 2013

Learning Culture

Overview:  The Learning Culture section of the Human Capital Center helps firms understand the benefits that developing a learning environment can have on their firm and the tips for implementing a strong learning culture.
Published on March 25, 2013

Sabbatical Leave

Overview:  The Sabbatical Leave section of the Human Capital Center was designed to help your firm and  partner group build, develop and implement a sabbatical strategy that is both sustainable and good for the bottom line.
Published on February 20, 2013

Social Media Toolkit

Toolkit:  The PCPS Social Media Toolkit was developed packed with relevant resources for CPAs and their firm to help get off to a successful social media presence. It includes deep dives into how to use Twitter, Facebook, LinkedIn and Blogs.
Published on February 20, 2013

Performance Management

Overview:  The Performance Management section of the PCPS Human Capital Center provides member firms with the learning, tools and resources necessary to establish performance measures and to compare the team members’ performance to these measures consistently.
Published on April 25, 2013

Exceptional Client Service

Overview:  ...to delivering the best possible client service your firm can provide. We will equip you with Rainmaker's Five Star Client Service Guide, Convergence Coaching's client service action plan, and a wealth of articles that will help you deliver exceptional client service
Published on December 31, 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 February 25, 2013

PCPS Networking Groups

Overview:  PCPS Networking Group meetings provide a forum for practice management discussions  where the members can take advantage of the valuable knowledge of their colleagues and share their own knowledge as well.
Published on January 29, 2013