CPA Comfort Letter to Lenders
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 March 25, 2013
Firm Spotlight - Butler and Company CPAs
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
Client Disengagement Letter
Use the information on this page to guide you on how to professionally and formally terminate the CPA-client relationship.
Published on February 07, 2013
Transition Roles and Responsibilities
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
Chemical dependency (either on legal or illegal substances) can cause behavioral changes. The effect of such behavior on client relationships is predictably negative for both the individual and the firm.
Published on February 14, 2012
How to Succeed by Taking Your Skills to Court
A small firm in Durango, Colorado builds a thriving niche in litigation services by focusing on existing strengths.
Published on May 21, 2013
National MAP Survey
The National Map Survey's rich history makes it the leading benchmarking survey for CPA firms. See how your firm measures up using targeted and relevant practice management benchmarks including billing rates, chargeability ratios, compensation, and other key performance indicators.
Published on June 06, 2013