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Basic Need No.3 A Good Boss

Article Training your people to be great managers will enhance the firm?s opportunities to foster positive mentoring relationships. Gain ideas for ensuring your managers are up to the task of...
Published on January 09, 2012

Training and Development Checklist

Checklist This fillable checklist list what firms can do now to start developing their employees. It involves charting skill sets, identifying high-potential staff, mentoring and setting up documentation and a timetable.
Published on September 09, 2012

Sales Training

Article This article dives into how effective sales training enhances your ability, at whatever level, to present your ideas and services in a way that stimulates others to take productive action
Published on February 20, 2013

Orientation Training Checklist

Checklist Provided is an example orientation checklist, detailing the specific items all team members should know in their first six months to a year at a firm. It also lists the specific role-related items and success measures for this individual.
Published on March 20, 2013

Maximize Your ROI with Rainmaker Academy

Guidance An article describing the training operation format of The Rainmaker Academy, the benefits involved for your firm, and how it can greatly enhance your training return on investment (ROI
Published on March 21, 2013

Clarified Auditing Standards Staff Training PowerPoint

Presentation The Clarified Auditing Standards toolkit provides a PowerPoint template your firm can use to introduce your audit staff to the new standards, and you can modify it to fit your firm’s needs and processes.
Published on April 03, 2013

PCPS Independence Toolkit

Toolkit As a refresher or a tool for training, elements of this toolkit can help you and your team members apply the latest independence rules to everyday practice
Published on May 13, 2013

SIT Program Checklist

Checklist This checklist was created to stimulate your thought and provoke your thinking regarding the creation of a shareholder-in-training program at your firm
Published on September 09, 2012

AICPA Learning Ladder

Template The AICPA Learning Ladder indicates the role that is the usual position where the listed training or resource is provided. Use this learning ladder as a template to map the training needs of different levels of staff for the year
Published on March 20, 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 February 25, 2013

The Evolution of CPA Firm Learning

White Paper ...leaders and learning managers better understand the learning function and to provide insights, best practices, stories and benchmarking data that can be used to analyze and improve their firms' training and skills development
Published on November 19, 2012

PCPS Clarified Auditing StandardsLearning and Implementation Plan

Checklist ...to organize your path to understanding and implementing the clarified auditing standards. This practical checklist walks you through the steps of learning what’s different in the new standards, training your staff, revising audit procedures, and communicating with clients
Published on February 20, 2013

Bill What You Are Worth

Overview Bill What You’re Worth walks you through the most common pricing methods and methodologies, teaches you how to discuss pricing with clients, and offers advice on how to motivate employees to bill what they’re worth.
Published on December 21, 2012

PCPS CPA Firm Top Issues Survey Firms with 21 or more Professionals

Link Here is a list of the top 5 MAP issues for firms with 21 or more Professionals. Below is the graph showing the top 10 MAP issues.
Published on November 29, 2012

LinkedIn - Professional Networking Site

Link Joining LinkedIn groups enhances the networking benefits of PCPS by helping you identify and reach out to fellow members.
Published on January 24, 2013

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