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    Nontraditional Services Which One Is Right for Your Firm

    Article Offering nontraditional services, such as wealth management, financial planning and insurance, litigation support and business valuation, can bring about the business growth you’ve been seeking. Learn how a medium firm expanded into niche offerings based on client needs
    Published on June 26, 2013

    Moving to the Cloud Everybodys Doing it, Should You

    Article ...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

    Accredited Administrator in Accounting Practice Management Experience Matrix

    Checklist ...details about experience that can be used towards the Association for Accounting Administration Practice Management credential (AAAPM). The matrix details specific tasks in the following areas: facilities, fringe benefits & insurance, human resource, general administration and others
    Published on January 10, 2014

    CPA Comfort Letter to Lenders and Third Party Verifications

    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 these situations.
    Published on July 17, 2014

    Firm Spotlight - Butler and Company CPAs

    Member Profile The PCPS firm spotlight highlights and recognizes Butler and Company CPAs by providing unique firm details, best practices and fun facts.  In addition, Butler and Company CPAs discuss how they’ve used PCPS resources to enhance firm offerings.
    Published on May 22, 2013

    Addressing Small Business Client Concerns

    Overview Obtain information specific to addressing your clients’ concerns. We have gathered information from surveys that indicate small business owners’ pain points and have developed resources for you to use in showcasing your value and knowledge to your clients on need to know topics.
    Published on March 18, 2014

    PCPS Member Discounts

    Overview See some of the savings associated with PCPS membership.
    Published on September 25, 2014

    Client Disengagement Letter

    Overview Use the information on this page to guide you on how to professionally and formally terminate the CPA-client relationship.
    Published on March 10, 2014

    Keeping Up with Health Care Reform

    Article The October issue of the PCPS News & Views e-newsletter discusses specific provisions of health care reform that may cause client questions. Michael Trabold at Paychex reminds CPAs of the importance of staying up-to-date on implementation dates and health care related credits.
    Published on October 22, 2013

    Transition Roles and Responsibilities

    Overview Chapter 8, Transition Roles and Responsibilities, includes a PDF chapter, along with a video and tools. The chapter page includes a sample partner transition plan that can be customized for your firm.
    Published on March 05, 2013

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