Accredited Administrator in Accounting Practice Management Experience Matrix
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
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
Turning Out the Lights
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
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
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
Quick Start Guide
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
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
Merging Your Firm
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
Developing New Leaders
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
Key Elements to a Partnership Agreement
Chapter 11, Key Elements to a Partnership Agreement, includes a PDF chapter and related tools. The chapter page includes a Practice Continuation Agreement template that can be used as a starting point for firms creating their own agreements
Published on January 10, 2013