Newest and Most Popular PCPS Resources 

At PCPS, we regularly add tools and resources to keep your firm running smoothly.  Check this page often to see what’s new and what tools other PCPS member firms are using most.

top issues

Center for Plain Englisg Accounting

AICPA PCPS/ National MAP Survey  PCPS Succession Survey A CPA’s Introduction to Cybersecurity
The largest Management of an Accounting Practice (MAP) benchmarking survey in North America was fielded through July 31. Results and benchmarking reports are now available. Prepare your firm for a successful succession by checking out our largest, most comprehensive look at succession planning to date. Broken out by sole proprietors and multi-owner firms, use the applicable report to see what your fellow practitioners are doing and learn about best practices. This guide provides a general overview of cybersecurity. What is it? What are the threats to your firm and your clients? And what best practices should your firm implement to protect against cyber threats?
Top Resources

PCPS Top Resources

These are some of the Top Resources as chosen by your PCPS peers.  Have you used the hottest tools yet? 

  • Top 20 Cybersecurity Checklist - Security needs to be a priority for all firms. While you can't be 100% protected from cybersecurity threats, take a look at this list of best practices to see if there are things you can do to beef up your level of security.
  • Comparative Overview: What is the Difference Between a Financial Statement Preparation, Compilation, Review and an Audit? - Use this brochure to help communicate with your clients about the services you provide.
  • CPA Comfort Letter to Lenders - Clients and their lenders are asking for CPAs to verify different types of information.  Check out these resources as you respond to the third party verification requests.
  • PCPS News and Publications - PCPS has several online publications to provide news, explore hot topics and developments related to practicing CPAs in firms of varying sizes. Check out the Practicing CPA for practitioner perspectives by firm size with an "in the trenches" look at firm issues. 
  • Client Evaluation Tool and Client Disengagement Letter - A key component in managing your firm is evaluating your clients.  Use the resources PCPS provides to help you determine if you’ve got the right mix of clients and to properly manage the termination of a client when needed. 
  • Invigorate the Focus on Quality Toolkit - The AICPA is working to bring solutions to the auditing challenges for private companies, including not-for-profit organizations, employee benefit plans and governmental entities. This toolkit contains resources to help invigorate the focus on quality in your practice.
Additional Resources
PCPS Networking Groups

These national groups, segmented by firm size, meet twice a year for in-depth practice management discussions and an exchange of information on firm operations and professional issues. Consider attending an upcoming meeting!
NEW! 2017 Busy Season Calendar
This 2017 Busy Season Calendar will provides a channel for showing staff that their efforts are appreciated and will keep them motivated through tax season. Add your firm/company logo to this sample calendar, post it in your office and let the good times roll!
NEW! Single or Multiple Topic External Training Tools
Check out these tools from the Firm InMotion Toolkit to help make the most of external training opportunities. The tools encourage staff to provide useful feedback to the firm after external training events by documenting and organizing key takeaways
Firm inMotion e-Toolkit

Help your firm prepare for a successful journey into the future with these online resources. Check out the five key components for success and explore what's on the horizon. 

Quick start Internship Guide
Consider using internships as a tool for building a pipeline of talent. This quick start guide is designed to give you an overview of the process and resources available to help start a successful internship program.



Center for Plain English Accounting
Join the CPEA and utilize the straight-forward A&A resources and written responses to technical inquiries as a support center for your firm..


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