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
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
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
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
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
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
Technical Quality and Services Delivery
Overview:
Quality & Services Delivery abstract: Keep up with tax changes, accounting & auditing standards and use plain English tools and guidance to understand new requirements and in communicating with professional staff and clients. Understand peer review processes and quality control document requirements while also staying abreast of news in the
Published on May 14, 2013
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 January 24, 2013
Orientation/Assimilation
Overview:
The Orientation/Assimilation section of the Human Capital Center teaches how the assimilation process is defined, why it is important, how to implement a successful orientation program, and how to create an overall assimilation process.
Published on January 24, 2013
Reward & Compensation & Incentives
Overview:
The Reward & Compensation & Incentives section of the Human Capital Center gives guidance on how to develop a pay-for-performance system that will promote desired team member results.
Published on April 18, 2013
PCPS Member Discounts
Overview:
See some of the savings associated with PCPS membership.
Published on March 25, 2013
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
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