Peer Review & Quality Control Document 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
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
...tax 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
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
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
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 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 July 11, 2014
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
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!
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