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    The Tax Adviser September 2008 

     

     

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    Tax Practitioners Toolkit for Sole Proprietors and Small Firms

    Toolkit Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.
    Published on October 31, 2014

    Building a Value-Centric Tax Practice Culture for Large Firms

    Article
    Published on October 31, 2014

    Building a Value-Centric Tax Practice Culture

    Checklist This checklist walks you through the steps to establish your firm's value and how to retain and engage clients with links to related tools in the Tax Practitioner's Toolkit.
    Published on October 31, 2014

    Building a Value-Centric Tax Practice Culture - Implementation Checklist for Small Firms

    Article Small firms and sole proprietors can use this detailed checklist to build a strategy for defining their value and communicating it to current and prospective clients, using all the Toolkit resources and some additonal tools as well.
    Published on October 31, 2014

    How to Cross-Sell Tax Services

    Practice Aid CPAs can use these tips and worksheet to explore ways of communicating with clients about additional services they may need.  Steps to take both within the practice and with the client are provided, as well as an example of signs to alert you to related services of interest.
    Published on October 31, 2014

    Newest and Most Popular PCPS Resources

    Overview Check this page for the latest resources developed by PCPS. You'll also be able to see what tools your peers are using most often.
    Published on October 31, 2014

    AICPA Tax General Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round. These tweets are holiday-themed and date-specific
    Published on October 31, 2014

    Client Service and Transition Got You Spooked

    Article The feature focus article in the October issue of The Practicing CPA e-newsletter discusses the importance of succession planning and provides tips on client acquisition and retention.  The article highlights the PCPS Succession Planning Resource Center and the PCPS Practice Growth & Client Service Center.
    Published on October 31, 2014

    AICPA Tax Holiday Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round. These tweets are holiday-themed and date-specific
    Published on October 31, 2014

    2014 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library

    Presentation Webcast series on the road best traveled from tax preparer to financial planner.
    Published on October 31, 2014

    AICPA Year-Round Holiday Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round. These tweets are holiday-themed and date-specific.
    Published on October 31, 2014

    Women in the Profession CPE & Events

    Overview Mark your calendars for our 2013 Women’s Initiatives web seminars and live events.
    Published on October 31, 2014

    The CPAs Guide to Financial and Estate Planning

    Webcast Archive Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
    Published on October 31, 2014

    PFP Webcast Library

    Webcast The PFP webcast library provides seminar recordings and presentation materials and is a member benefit.
    Published on October 31, 2014

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on October 31, 2014

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