PCPS CPA Firm Top Issues Survey Firms with 21 or more Professionals

1.

FINDING QUALIFIED STAFF (AT ALL LEVELS)

Resources:

• Team Recruitment Action Plan
• Recruiting and Prospecting Guide
• Internship Quick Start Guide

2.

RETAINING QUALIFIED STAFF (AT ALL LEVELS)

Resources:

• Firm InMotion – Staff Assessment and Career Development Plan
• PCPS Human Capital Center – Firm Competency Model

3.

BRINGING IN NEW CLIENTS

Resources:

• PCPS Practice Growth Center: Ignite Your Growth Motor
• Firm InMotion – Relationship Building Track and Report Out
• Cybersecurity Service Opportunity Grid

4.

MANAGING WORK/LIFE BALANCE INITIATIVES

Resources:

• Flexible Work Arrangements Guide
• Firm InMotion Flexibility Toolkit

5.

TRANSITION TO TRUSTED ADVISER

Resources:

• Building Map to PFP Practice
• 5 Star Client Service