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    HCC Toolbox Series - Performance Management

    Guide Benefits of a well-run performance management process include the ability for firms to capture team member performance objectively and provide a basis for salary and promotion decisions. Learn more implementing this system and other details...
    Published on February 01, 2010

    PFP Practice Management Toolkit

    Article Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS! Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of...
    Published on May 13, 2013

    PFS Body of Knowledge

    Overview Summary of the PFS Body of Knowledge.
    Published on April 23, 2014

    Portfolio Management and Accounting Software

    Article Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing...
    Published on April 19, 2011

    Portfolio Management and Accounting Software

    Article Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing...
    Published on January 29, 2010

    Best Practices in a PFP Practice

    Report Whether the goal of the firm is to get to a specific size, level of performance or profitability; or to simply allow the owners or partners to live a certain lifestyle; or to achieve many of these in combination, a disciplined approach to business management is the key to success
    Published on January 29, 2010

    Compensation and Disclosure Whitepaper

    Article Establishing compensation arrangements is one of the most troublesome issues facing CPAs providing PFP services. It is up to the CPA to individually evaluate the many issues involved in compensation and establish arrangements that are most appropriate in their practices.
    Published on May 11, 2010

    AICPA/Moss Adams CPA Financial Planner Practice Study

    Article ...PFP Division of AICPA and Moss Adams LLP are pleased to be conducting their first joint survey of CPA financial planning and investment advisory practices. This study will address performance and other operational characteristics in the CPA/advisory industry and will identify industry trends and practices of the most successful
    Published on October 01, 2012

    The CPAs Role in Elder Planning Services

    Article Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews, estate planning and tax planning.
    Published on May 16, 2011

    Illustrative Transmittal Letter

    Sample Letter Once you have completed your financial plan, it is important to clearly communicate your recommendations to the client to avoid confusion or mistakes. Use this illustrative transmittal letter to help you get organized.
    Published on September 20, 2010

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