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    Forms for Guide to Strategic Planning

    Form These are fillable forms that tie to the exercises found in the Guide to Strategic Planning. The forms include Perception Survey; DOS Worksheet; 10x Growth Model and 90 day Game Plan
    Published on September 25, 2013

    Intern or Associate Interviews

    Tools These scripts and forms will provide the dialogue and tools you need when conducting a behavioral based interview for an intern or associate candidate for you firm
    Published on March 27, 2013

    Senior or Supervisor Interviews

    Guidance Access scripts and forms that will provide the dialogue and tools you need when conducting a behavioral based interview for a senior or supervisor position in your firm
    Published on November 13, 2012

    Manager or Partner Interviews

    Guidance Provided are scripts and forms with the dialogue and tools you need when conducting a behavioral based interview for a new manager or partner to your firm
    Published on November 09, 2012

    Assimilation Survey Forms

    Form It is imperative that firms take the time to ask new hires how they perceived the orientation program and assimilation process. Put into action the three surveys included here to provide closure to your new hires and collect valuable feedback.
    Published on February 03, 2012

    Organizational Structure & Governance

    Overview The Organizational Structure & Governance section of the Human Capital Center will help you form your firm's organization with sample information and tools
    Published on August 19, 2013

    Examples of Flexibility

    Guidance This tool provides several examples of the different forms flexibility offerings can take, including formal and informal options, and a few sample scenarios that may fit some employees in your organization. Use these definitions to determine the most...
    Published on August 07, 2012

    Tax Power Hour Tax Season Debrief

    Presentation Explore the impact of keeping up with and incorporating new laws, forms and requirements for 2012, such as the new Form 8949 and first year of expanded foreign account reporting. We'll review things from a practice management perspective. What systems...
    Published on May 09, 2012

    Flexibility Toolkit Introduction

    Guide ...in overview of what is included in the PCPS Human Capital Center. There are guides and tools for implementing or evolving your firm’s flexible work arrangements, the different forms that can take, and how to make the programs and your employees successful
    Published on August 07, 2012

    Using the Small Firm Advantage in Staffing

    Article The Small Firm article, written by Anthony G. King, CPA, CGMA, in the August issue of The Practicing CPA e-newsletter provides ways to use the small firm advantage to recruit and retain quality staff.  This article describes staff benefits for small firms including exposure to varied work, professional growth and
    Published on August 30, 2013

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