Fiduciary for a Trust or Estate Consider This
The November issue of the PCPS News & Views e-newsletter discusses the CPA’s role as a fiduciary. Aon provides considerations for CPAs who are acting as a fiduciary for a client’s trust or estate. The article points out risks of serving in a fiduciary capacity and how to successfully mitigate
Published on October 03, 2014
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
A Holistic Approach to Serving Clients
The sole practitioner article, written by Robert W. Martin, CPA, in the September issue of The Practicing CPA e-newsletter discusses how he has implemented elements of the PCPS Trusted Business Advisor Workshop as he goes beyond core accounting services, uses fee agreements and utilizes his professional network.
Published on September 30, 2014
Best Practices for a Successful Busy Season
The January issue of the Small Firm Solutions e-newsletter provides best practices for firms to consider before and during busy season. AICPA Vice President of Small Firm Interests, Carl Peterson, gives simple ideas for busy season practice improvement. He also highlights the PCPS Client Evaluation Tool and the PCPS Sample
Published on January 14, 2015
PCPS Member Discounts
See some of the savings associated with PCPS membership.
Published on March 27, 2015
Creating a Dynamic and Collaborative Culture
The medium firm article, written by John J. Cameron, CPA in the November issue of The Practicing CPA e-newsletter discusses how this firm focuses on staff retention and satisfaction through inclusion and a collaborative, flexible and fun working environment. The firm believes that focusing efforts on staff will lead firms
Published on November 25, 2014
7 Future Technology Trends to Watch
This IT article highlights seven core trends that could change how CPAs do business in the next decade. Highlighted trends include mobility, BYOD, collaboration, globalization, big data, little data, hybrid clouds and security by design.
Published on March 21, 2014
Focus on Getting to the End Zone
Learn about a large firm’s client centered approach to client service and the importance of assisting clients through every stage of their life and business cycle. In addition, this article details how this firm uses revenue groups to drive firm growth
Published on November 26, 2013