Large Firms 

    PCPS understands that large firms are focused on identifying new opportunities that can come from the ever-changing business landscape.  According to the 2013 PCPS CPA Top issues survey, the top five issues for large firms include owner/partner accountability and unity, bringing in new clients, retaining qualified staff (at all levels), succession planning, finding qualified staff (at all levels). 

    Let PCPS help you sort through the complexities of the profession and support you on the issues that significantly impact your practice and your clients. With turn-key tools specifically organized by firm size, we are ready to help you. And feel free to contact us directly at or 1-800-CPA-FIRM with questions or comments.

    Highlighted Resources

    Strategy and Planning

    Strategic planning is the foundation for growth and sustainability.  Use these tools to complement your existing efforts in plotting your firm’s direction.

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

    Practice Growth & Client Services

    Supplement your existing marketing efforts and strategies with these resources.

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

    Human Capital Center (HR Resources)

    These human resource customizable templates, staffing ideas and guidance will assist in your firm’s overall process of managing people.

    • Partner Accountability & Unity Guide/Tools - Integrate these insights and tools into your firm’s overall plan for enhancing partner performance and accountability
    • Firm Competency Model (Career Ladder) - Customize this career ladder template that defines the key roles of a firm, structured around five core competencies required in each role to advance thorough the career progression path
    • Human Capital Networking and Forum - HR professionals in the firm can attend monthly calls and a live event to gain insights on trends in the profession and solutions to tackling their toughest human resource issues
    • Top Talent Survey - Take the data from this survey and turn it into insights for your firm in attracting and retaining quality staff
    • Sabbatical Leave - Build a sabbatical strategy that is both sustainable and good for the bottom line

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

    Integrate these tools into your firm materials for training staff and communicating to clients.

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

    Financial and Administrative Services

    Benchmark your firm’s financial results and situation against other firms in your region and of similar size and decide if changes are needed in order to perform beyond the averages.
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