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    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

    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

    Transfer of an Accounting Practice (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 March 18, 2014

    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 May 06, 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

    Firm inMotion IT Governance Checklist

    Checklist The IT Governance Checklist can be used to ensure firms implement technology that aligns with their overall firm strategy. This fillable checklist is in the Use of Technology component of the PCPS Firm...
    Published on April 15, 2015

    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

    Firm inMotion Best Practices Checklist

    Checklist The Best Practices Checklist can help firms on their way to transitioning to a high-performing firm. This fillable checklist is in the Use of Technology component of the PCPS Firm inMotion e...
    Published on April 15, 2015

    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 July 01, 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

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