Understanding Your Team Members Personalities

Article:  Learn how personality assessments can give the ability to understand why different personality types act & react the way they do and acknowledge that there is a place for each personality type. Included is a case study to illustrate the process
Published on August 07, 2012

Accounting Firms will Develop and Attract more Leaders

Article:  ...up and down cycles over the next five years will be leadership. Read this inspiring article about the importance of leadership in a firm and how to attain that type of environment in your own
Published on December 22, 2011

Two Stage Deals

Article:  This article from Journal of Accountancy written by Joel Sinkin explains how a sequenced transition can smooth a firm’s ownership transfer. It shares more details on how this type of deal offers a transitioning CPA the opportunity to merge firms, but still maintain a considerable amount of independence for an
Published on September 09, 2012

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

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 March 08, 2013

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

Sabbatical Program Formation Checklist

Checklist:  There are many types and variations of sabbatical programs. This worksheet will help the formation team to consider all the various options and put together a comprehensive first draft of the program that...
Published on August 10, 2012

Who Wants Flexibility

Practice Aid:  This document offers statistics related to the types of individuals who seek flexible work arrangements. Compare this information to the needs of the employees at your firm to begin developing programs to address the flexibility desires of...
Published on August 07, 2012

Leadership and Partner Retreat Guide

Guide:  A guide with explanations of the various types of leadership, the art of delegation, how the owner must incorporate vision in their daily activities, where accountability assists with realizing firm goals and steps to achieving partner unity...
Published on March 21, 2013

Flexibility Program Guide

Guide:  Utilize this comprehensive guide to structure your firm’s flexibility policies and procedures, understand the different types of flexible arrangements you might offer, create proposals, and answer the potential questions that arise from both management and employees when implementing a flexible culture
Published on August 07, 2012

Generational Differences

Article:  Outlined are generational differences such as characteristics, behavioral traits, and value systems of the different types of individuals. Learn how to create appropriate organizational changes to address your team members' needs
Published on December 01, 2011

Learning Culture Guide

Guide:  This guide explains the definition of a learning culture, the various types and methods of learning and the components for planning a top notch learning program for your team members. You will find references to templates and tools your firm needs...
Published on March 08, 2013

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

Key Elements to a Partnership Agreement

Overview:  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

Firm Spotlight - Butler and Company CPAs

Member Profile:  The PCPS firm spotlight highlights and recognizes Butler and Company CPAs by providing unique firm details, best practices and fun facts.  In addition, Butler and Company CPAs discuss how they’ve used PCPS resources to enhance firm offerings.
Published on May 06, 2013