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    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

    Moving to the Cloud Everybodys Doing it, Should You

    Article The feature focus article in the July issue of The Practicing CPA e-newsletter discusses how CPAs can protect the privacy and security of client information when moving to the cloud.  The article includes items that should be included in the vendor agreement and discusses the importance of cyber insurance coverage. 
    Published on July 23, 2014

    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 March 18, 2014

    Leveraging Technology

    Guidance PCPS is dedicated to helping firms stay abreast of important emerging issues. Accordingly, this section, will provide you with the tools and articles you need to stay informed of the latest risks, trends and developments.
    Published on April 01, 2015

    SSARS No. 19 Toolkit PCPS Members

    Overview SSARS No. 19 impacts compilations and reviews of financial statements for periods ending on or after December 15, 2010. Early implementation of the requirements and guidance allowing the disclosure of the reasons for independence impairment in a compilation report (paragraph 2.21 of SSARS No. 19) is permitted
    Published on May 16, 2014

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