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

Sole Practitioners

Article:  With PCPS as your team behind the scenes, you’re not alone as you face these challenges. These tools/resources provide strategies for plotting your direction and support for the every-day intricacies of managing a solo practice.
Published on May 13, 2013

CPA Comfort Letter to Lenders

Overview:  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...
Published on March 25, 2013

Client Letter from the Mergor Firm

Sample Letter:  This sample letter acts as a template for a Mergor firm to send out to their clients at the time of the merger. It can provide information and a sense of comfort to your clients
Published on September 09, 2012

Client Letter from the Mergee Firm

Sample Letter:  This sample letter acts as a template for a Merge firm to send out to their clients at the time of the merger. It can provide information and a sense of comfort to your clients
Published on March 12, 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

Sales Training

Article:  This article dives into how effective sales training enhances your ability, at whatever level, to present your ideas and services in a way that stimulates others to take productive action.
Published on February 20, 2013