Firm Strategy and Planning

    Firm Strategy and Planning  

    PCPS CPA Horizons 2025 Toolkit
    Take part in the CPA profession’s efforts to anticipate and plan for the future. Conduct a “Future Forum” in your firm using the CPA Horizons 2025 Toolkit provided here. Co-developed by the Business Learning Institute and Sounding Board In, the toolkit includes a link to the PCPS CPA Horizons 2025 Future Forum Facilitator’s Guide and everything you’ll need to get started!

    Human Capital Center’s Strategy and Planning Section
    PCPS teamed with Boomer Consulting, Inc. to provide CPA firms with a simple process and related tools to construct a One Page strategic plan. This One Page Plan will act as the basis for all firm objectives, which includes the process of deriving recruiting and performance management goals.

    Client Evaluation
    The client evaluation spreadsheet has been designed to provide guidance in ranking your clients based on set criteria.  

    Client Disengagement Letter
    Use the sample letter and additional information on this page to properly terminate a client relationship.
    2013 PCPS CPA Firm Top Issues Survey
    The PCPS CPA Firm Top Issues Survey is a biennial study that provides a unique look at the most significant challenges facing practitioners across the country. Based on responses from PCPS member firms, it consists of five top issues lists: one each for sole practitioners, firms with two to five professionals, 6 to 10 professionals, 11 to 20 professionals and firms with 21 or more professionals.

    Roadmap to Developing and Managing a CPA Personal Financial Planning Practice
    The Roadmap is your PFP atlas, with the information you need to plot a route to successfully add PFP as another value-added service to your established practice.

    Your Roadmap to Certified in Financial Forensics (CFF) Credential 
    The CFF Credential positions forensic accounting professionals for increased demand in one of the fastest-growing specialty areas for CPAs. To become a CFF Credential holder, the CFF Roadmap serves as a step-by-step guide illustrating how a CPA, at any level of expertise, can utilize the resources available to embark on the journey of obtaining the AICPA's CPA-exclusive forensic accounting credential. Download the roadmap and begin your journey to becoming a well-respected forensic practitioner.

    Your Roadmap to the CITP Credential
    The Certified Information Technology Professional (CITP) Credential is granted exclusively to CPAs who demonstrate considerable expertise in information management and technology assurance through their knowledge, skills and experience. The CITP Credential Roadmap serves as a step-by-step guide to chart your course and to exhibit unique abilities in providing risk assessment, fraud, internal control, audit and/or information management services within your firm.

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