Nontraditional Services Which One Is Right for Your Firm
Offering nontraditional services, such as wealth management, financial planning and insurance, litigation support and business valuation, can bring about the business growth you’ve been seeking. Learn how a medium firm expanded into niche offerings based on client needs
Published on June 26, 2013
Veteran Fast Launch Initiative Directory
The Veteran Fast Launch Initiative Directory connects veterans with local certified public accountant volunteers. A resource tool exclusively for veterans seeking to start or grow a business.
Published on May 21, 2013
Key Elements to a Partnership Agreement
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
How to Succeed at Succession
The September issue of the PCPS News & Views e-newsletter discusses the importance of succession planning. CPAs Jason Deshayes and Bob Goldfarb provide related views on how they implemented succession planning in their firms through training emerging leaders and merging into a larger practice.
Published on September 17, 2013
Making Your Clients, Referral Sources and Staff Feel Special
Learn how a small firm makes clients feel special by creating a welcoming atmosphere and by being readily available. The article also describes this firm’s use of targeted marketing messaging to grow the firm.
Published on November 26, 2013
How to Succeed by Taking Your Skills to Court
A small firm in Durango, Colorado builds a thriving niche in litigation services by focusing on existing strengths.
Published on May 21, 2013
Something New to Talk About
The medium firm article, written by F. Carter Heim, CPA, CFF, CGMA, in the December issue of The Practicing CPA e-newsletter discusses agreed upon procedures engagements. This article explains why agreed upon procedures engagements are helpful to protect clients against the risk of fraud. The article also provides practical tips
Published on December 23, 2013
Succession Planning and Valuing Your Accounting Firm in 2012
This PCPS Webinar will help you create a winning succession plan that benefits both the retiring partners and their successors. You can learn how to retain control of your firm - and maintain your income - while executing a transition plan. Also find out when you should begin your succession
Published on September 09, 2012
What is the Value of Your Firm
Chapter 9, What is the Value of Your Firm, includes a PDF chapter, along with a video and tools. The chapter page includes articles providing a deeper dive into paying for partner retirements, two stage deals and how billing rates and profitability affect a firm’s worth.
Published on March 06, 2013
A New Financial Reporting Option for Private Companies
The June 2013 issue of News and Views discusses a new financial reporting option for private companies and presents views on how this new financial reporting framework may be a great new option for small business clients.
Published on September 12, 2013