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    Accredited Administrator in Accounting Practice Management Experience Matrix

    Checklist This fillable PDF provides 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...
    Published on January 10, 2014

    Interactive Tax Checklists for Todays Digital CPA - PDF

    Checklist Review this chart to understand why you should make the change from paper, PDF and Word checklists to the AICPA's new Interactive Tax Checklists. This new tax planning tool includes the content you trust in an interactive, online environment and is a...
    Published on May 11, 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

    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

    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...
    Published on March 06, 2013

    Quick Start Guide

    Overview The Succession Planning Quick Start Guide webpage includes a PDF chapter Practice Summary Sheet. The Practice Summary Sheet that can be used for buyers or sellers when considering a sale, merger, or other plan of succession
    Published on February 20, 2013

    Positioning Your Firm

    Overview Positioning Your Firm for Succession Planning includes a PDF chapter, along with a video and tools that will help readers determine the best path to prepare their firm for succession. Chapter discussions include the topics of metrics and...
    Published on April 16, 2013

    Developing New Leaders

    Overview Chapter 6, Developing New Leaders for Succession Planning, includes a PDF chapter, along with a video and tools. Chapter tools include checklists for training and developing employees and shareholders
    Published on March 21, 2014

    Merging Your Firm

    Overview Chapter 5, Merging Your Firm for Succession Planning, includes a PDF chapter, along with a video and tools. It will walk readers through the considerations that should be made and offers helpful advice on merging a CPA practice. Chapter tools...
    Published on March 18, 2014

    Selling Your Firm

    Overview The Selling Your Firm for Succession Planning section, includes a PDF chapter, along with a video and tools. It will walk readers through the steps that should be followed and offers helpful advice on selling a practice. Chapter tools include...
    Published on February 20, 2013

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