Sole Practitioners 

    As a sole practitioner, you have unique needs and challenges.  According to 2013 PCPS CPA Top issues survey, the top five issues for sole practitioners include keeping up with changes & complexity of tax laws, bringing in new clients, seasonality/workload compression, retaining current clients, the effect on firms caused by new federal & state regulations (e.g., increasing complexity, costs to comply). 

    With PCPS as your team behind the scenes, you’re not alone as you face these challenges.  These tools/resources provide strategies for plotting your direction and support for the every-day intricacies of managing a solo practice.

    Highlighted Resources

    Strategy and Planning

    Set the course for your practice through these simple, cost-effective tools. Join a community where you can easily network with peers and share challenges, ideas and solutions.

    For a full view of tools and resources, visit the Strategy & Planning  page

    Practice Growth & Client Services

    Explore new service opportunities, strengthen client relationships, and communicate your unique value with these turn-key solutions.

     

    For a full view of tools and resources, visit the Practice Growth & Client Services page.

    Human Capital Center (HR Resources)

    Whether you already have a few staff or are hiring for the first time, these human resource customizable templates will assist you in the process of managing people.

       
     Technical: Quality & Services Delivery

    Keep up with tax changes, accounting & auditing standards and deliver these services to your clients at the highest quality with resources that can be easily integrated into your practice.
     

    For a full view of tools and resources, visit the Technical: Quality & Services Delivery page.  

       
    Financial and Administrative Services

    Benchmark your results against other firms in your region and of similar size to map growth opportunities in your own practice.
     
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