CPA Firm Professional Role Descriptions

Guidance:  ...to help team members understand what the firm is looking for at each level. This section provides examples for an associate intern, new associate, senior, manager, partner, audit/tax service line leader, managing partner
Published on December 19, 2011

Mentoring Over the Career

Article:  Mentoring Over the Career is an article that explains how effective mentors can play an important role throughout the career of the CPA as well as how many firms have now implemented formal mentoring programs to facilitate the development of such relationships.
Published on January 24, 2013

Substance Abuse

Article:  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

AICPA Advocacy Results in Taxpayer Penalty Relief

Article:  As a result of AICPA advocacy, the IRS is waiving late payment penalties due to last minute tax law changes.  However, the IRS still automatically assesses these penalties and mails notices.  As you respond to client questions and assessment notices, seize this moment to remind clients of the value of
Published on May 06, 2013

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

Turning Out the Lights

Overview:  Chapter 7, Turning Out the Lights, includes a PDF chapter, along with a video and tools. Chapter extras include client evaluation spreadsheet, a Sample Practice Continuation Agreement and an article about practice continuation agreements written by Joel Sinkin and Ira Rosenbloom.
Published on March 06, 2013

Human Capital Center Toolbox Series

Brochure:  PCPS has created a series of booklets that describe each of the 11 sections of the Human Capital Center. Every booklet explains the section's concepts at a high level and includes references to the customizable tools one will find in the Human Capital Center.
Published on January 07, 2013

PCPS Information 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 March 25, 2013

Organizational Structure & Governance

Overview:  The Organizational Structure & Governance section of the Human Capital Center will help you form your firm's organization with sample information and tools.
Published on March 21, 2013

Strategy and Planning

Overview:  Strategic planning is the foundation for growth and sustainability.  Understand top issues facing practicing CPAs across the country and join a community where you can easily network with peers and share creative strategies and solutions for practice management success.  Achieve your short-term and long-term goals with succession planning resources, guidance
Published on May 13, 2013

Managing Conflict Successfully If Not Cheerfully

Article:  This article provides insight into each of the conflict management styles as well as the eight steps to ensuring that conflicts are resolved successfully.
Published on February 14, 2012

PCPS Member Discounts

Overview:  See some of the savings associated with PCPS membership.
Published on March 25, 2013

Introduction to Succession Planning

Overview:  ...to get started on the topic. The page includes a PDF chapter on where to begin, along with a video and tools that relate to management feedback and defining partner roles and responsibilities
Published on January 07, 2013