PCPS resources for firms and small business clients
Our main objective, during this time of uncertainty, is to support our members and their clients and to navigate this challenging environment together. Use the below resources to stay current, communicate with your clients and reinforce your role as a trusted adviser.
Coronavirus Aid, Relief and Economic Security (CARES) Act
The economic stimulus of the Coronavirus Aid, Relief and Economic Security (CARES) Act provides a unique and impactful funding opportunity for small businesses, including CPA firms, that have been harmed by COVID-19’s impact on commerce. Resources to help firms talk with their clients about the Small Business Administration’s (SBA) newly authorized Paycheck Protection Program (PPP) are available in this toolkit to help secure emergency funding available for payroll, health care benefits, rent, utilities and more.
PCPS resources
Small Firm Philosophy Podcast
Hear how Danny Shimamoto, CPA successfully hires and onboards in a virtual environment.
Distributed by Design
Resources to conduct proper planning to make sure remote work, works.
Outstanding Young CPA Award
The Young CPA Award recognizes a young CPA who personifies an unwavering commitment to the profession.
.cpa domains now available
.cpa is designed to promote the CPA brand and enhance security for CPA Firms and their clients.
Pocket Guide to SBA Services
Use this co-brandable guide outlining how CPAs can assist small businesses with SBA tools and resources.
Ransomware 2.0 – What to expect next
As cyberattacks get more and more sophisticated, CPAs’ knowledge of threats should become sophisticated too.
Guide to CPA services
Use this co-brandable resource outlining all the ways CPAs can assist small businesses.
PPP FTE Calculator
To apply for forgiveness of a PPP loan, borrowers will be asked for a count of their full-time equivalent (FTE) employees. This calculator will assist PPP loan borrowers in calculating the FTEs.
Tax resources
COVID-19 IRS Penalty Abatement Template
This template is useful in requesting reasonable cause penalty relief due to COVID-19 difficulties.
Comparison Chart of COVID-19 Business Relief Options
Use this comparison chart to get a bird’s-eye view of the tax-related connections in the various business-related relief measures for COVID-19.
Tax Section Odyssey video series
Enhance your tax expertise on demand from anywhere with this video library on the latest tax developments, trending issues and practice management insights.
Office reopening resources
Safely managing your firm during COVID-19
This checklist provides questions to consider as you reopen your doors.
Safely reopening your firm’s office, a panel discussion
In this webinar, a panel of CPA firm leaders addresses how their firms prepared their offices to reopen.
Considerations before reopening your office
Reopening your office isn’t as simple as unlocking the office door.
Reflect on morale and team spirit as you consider reopening your office
Solutions for maintaining morale and team spirit.
Networking in a new world
Virtual networking can be done if you follow these tips.
Advice for firms thinking about reopening
These five steps can help CPAs prepare for returning to offices
17 strategic questions to answer before reopening
Health and safety are top of mind but consider these strategic issues.
Take care of your staff’s mental health during COVID-19
If you take care of your people, they’ll take care of your clients.
Member insurance resources
- Risk Alert – Coronavirus and Business Continuity
- Risk Alert – Should a CPA Agree to be a Partnership Representative?
- Risk Alert – Wayfair is No Fair for a CPA Firm’s Professional Liability Risk
- Risk Alert – Data Security Considerations to Help Weather a Pandemic
- Risk Alert – Risk Management Related to Loan and Debt Relief Application Assistance
- Risk Alert – COVID-19 and return to work
- Risk Alert – COVID-19 scams - What you need to know
