New Blog Process Chart
Practice Aid:
One should develop a list or calendar of tasks to achieve objectives, where each task specifies timing and an accountable owner. This helpful tool offers a sample calendar of events for a blog site
Published on April 11, 2013
Performance Management Implementation Presentation
Presentation:
Presentation on the implementation of Performance Management. Includes information on briefing, purpose, explanation of change, key objectives, benefits of a clearly defined performance management system, and more
Published on February 14, 2012
Where Traditional Marketing Approaches and New Media Intersect
Article:
In her brilliant article, Michelle Golden describes how social media fits well into the key CPA firm marketing objectives. She enlightens you with helpful tables that display practice development categories and familiar marketing methods vs. new media. This is a must read
Published on September 09, 2011
Performance Management Implementation Presentation
Presentation:
Presentation on the implementation of Performance Management. Includes information on briefing, purpose, explanation of change, key objectives, benefits of a clearly defined performance management system, and more
Published on April 18, 2013
Firm Strategy and Planning
Overview:
This section contains tools and articles specially designed to help your firm better analyze your current client base, gain assistance with firm issues and plan for the future objectives of the firm
Published on April 03, 2013
PCPS Medium Firm Networking Group
Overview:
...Firm Networking Group is designed for PCPS member firms with 10 to 24 CPAs. Through the group's informal system, members assist one another with common goals, concerns and objectives
Published on January 24, 2013
PCPS Small Firm Networking Groups
Objectives or Roster:
...Groups are designed for sole practitioners and small firms with up to nine CPAs. Through the group's informal system, members assist one another with common goals, concerns and objectives
Published on February 11, 2013
PCPS Large Firm Networking Group
Overview:
The Large Firm Networking Group is designed for PCPS member firms with 20 + CPAs. Through the group's informal system, members assist one another with common goals, concerns and objectives
Published on January 24, 2013
Facilitator Evaluation Form
Form:
...LLC is a modifiable template to gather feedback from participants after each course. It helps document inputs on how the instructional methods and content worked in meeting the learning objectives
Published on March 18, 2013
Developing Leaders In Your Practice Acting the Part
Article:
In this article, we established that leadership in business is the art of influencing others to do the things you need them to do to meet their objectives, which should translate to meeting your organization’s objectives
Published on December 19, 2011
Virtual Marketing Conference - Metrics
Guidance:
How do you measure marketing return on investment. Strategic marketing ROI demands the right data to calculate returns on advertising, media, web tactics in your strategic marketing plan.
Published on January 15, 2013
Join the Private Companies Practice Section
Overview:
PCPS can help your firm become more competitive by taking what you know now and using it in new ways. PCPS offers resources that help you create new strategies, develop new products and services, or make your existing services better.
Published on January 29, 2013
Strategy and Planning
Overview:
The Strategy and Planning section of the Human Capital Center provides CPA firms with a simple process and related tools to construct a One Page strategic plan when trying to attract, retain and develop their firm personnel.
Published on February 20, 2013
Due Diligence
Overview:
Chapter 10, Due Diligence, includes a PDF chapter and related tools. The chapter page includes tools that can be used for buyers or sellers when considering an exchange: a Due Diligence Checklist and Practice Summary Sheet.
Published on January 03, 2013
PCPS Networking Groups
Overview:
PCPS Networking Group meetings provide a forum for practice management discussions where the members can take advantage of the valuable knowledge of their colleagues and share their own knowledge as well.
Published on January 29, 2013