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    Peer Review & Quality Control Document Guidance

    Guidance Here you will find an Overview of Peer Review Process and Requirements for PCPS Member Firms and the Quality Control Standards. The Program is a systemic evaluation whose value in serving the public interest and firms lies in its educational and remedial nature
    Published on February 07, 2014

    Suggested Steps in Updating your Quality Control Document

    Guidance The firm’s quality control document should detail the quality control policies and procedures as it relates specifically to their systems. Provided are four suggested steps to take in updating your Quality Control Document...
    Published on April 09, 2013

    Technical Quality and Services Delivery

    Overview changes, accounting & auditing standards and use plain English tools and guidance to understand new requirements and in communicating with professional staff and clients. Understand peer review processes and quality control document requirements while also staying abreast of news in the
    Published on August 13, 2014

    Try Something New This Busy Season

    Article The large firm article, written by Polina S. Chapiro, CPA and Donald J. Snyder, CPA, in the January issue of The Practicing CPA e-newsletter discusses their firm’s busy season preparation process for tax and audit clients.  They also identify new process ideas which will be implemented this year.  In addition,
    Published on January 28, 2014

    Tax Resources

    Overview The following resources and information will be helpful tools for your practice and will help you understand and apply the tax laws and stay informed of new developments.
    Published on June 19, 2014

    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

    Leveraging 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 November 20, 2014

    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

    Know Pain Know Gain

    Article According to the 2013 PCPS CPA Firm Top Issues Survey, firms everywhere are grappling with similar practice management challenges. How can you tackle issues that are top of mind and lay the groundwork for your firm’s success?  Gain momentum with targeted solutions and related resources to issues that appeared most
    Published on July 31, 2013

    Dont Let Transition Scare You Away!

    Article The small firm article, written by Johanna Sweaney Salt, CPA, CGMA in the October issue of The Practicing CPA e-newsletter discusses the firm’s best practices regarding succession and related client transitioning and staff training.  This article also discusses the importance of transitioning referral sources.
    Published on October 29, 2014

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