Nontraditional Services Which One Is Right for Your Firm
Offering nontraditional services, such as wealth management, financial planning and insurance, litigation support and business valuation, can bring about the business growth you’ve been seeking. Learn how a medium firm expanded into niche offerings based on client needs
Published on June 26, 2013
Accredited Administrator in Accounting Practice Management Experience Matrix
...details about experience that can be used towards the Association for Accounting Administration Practice Management credential (AAAPM). The matrix details specific tasks in the following areas: facilities, fringe benefits & insurance, human resource, general administration and others
Published on January 10, 2014
CPA Comfort Letter to Lenders and Third Party Verifications
Many CPAs today are faced with a unique challenge of providing a loan broker or lender with a “comfort” letter on behalf of a client. There have been many questions raised over the last few months and PCPS would like to point you to guidance that will help in these situations.
Published on April 15, 2014
Firm Spotlight - Butler and Company CPAs
The PCPS firm spotlight highlights and recognizes Butler and Company CPAs by providing unique firm details, best practices and fun facts. In addition, Butler and Company CPAs discuss how they’ve used PCPS resources to enhance firm offerings.
Published on May 22, 2013
Addressing Small Business Client Concerns
Obtain information specific to addressing your clients’ concerns. We have gathered information from surveys that indicate small business owners’ pain points and have developed resources for you to use in showcasing your value and knowledge to your clients on need to know topics.
Published on March 18, 2014
Client Disengagement Letter
Use the information on this page to guide you on how to professionally and formally terminate the CPA-client relationship.
Published on March 10, 2014
Transition Roles and Responsibilities
Chapter 8, Transition Roles and Responsibilities, includes a PDF chapter, along with a video and tools. The chapter page includes a sample partner transition plan that can be customized for your firm.
Published on March 05, 2013
Focus on Getting to the End Zone
Learn about a large firm’s client centered approach to client service and the importance of assisting clients through every stage of their life and business cycle. In addition, this article details how this firm uses revenue groups to drive firm growth.
Published on November 26, 2013
What My Kids Taught Me about Social Media
One sole practitioner gained 50 new clients over the last year by taking some very easy steps into social media. It may not be as difficult and time consuming as you anticipate, especially if you’re able to utilize the expertise and social media savvy of younger staff and family members.
Published on June 26, 2013
National MAP Survey
The National Map Survey's rich history makes it the leading benchmarking survey for CPA firms. See how your firm measures up using targeted and relevant practice management benchmarks including billing rates, chargeability ratios, compensation, and other key performance indicators.
Published on March 21, 2014