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.
SBA Paycheck Protection Program (PPP) resources for CPAs
The economic stimulus of the Coronavirus Aid, Relief and Economic Security (CARES) Act and the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act (Economic Aid 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) Paycheck Protection Program (PPP) are available in this toolkit to help secure emergency funding available for payroll, health care benefits, rent, utilities and more.
All Episodes Establish the next generation of diverse CPAs
Establish the next generation of diverse CPAs
Learn about available resources and toolkits for supporting women's initiatives and the positive impact they have on a firm.
CPA Firm Competency Model
Learn the core competencies to provide outstanding service to your clients.
Strengthen Employee Engagement in a Virtual Environment
Explore eight best practices to engage and motivate your virtual employees during busy season.
Build Your Tech Stack with CAS Purpose
It’s a great time to review your tech stack and ensure it’s built with purpose.”
Summary of PPP After Enactment of the Economic Aid Act
Review this summary for answers to questions about the first and second draw programs.
Protecting Your Team’s Mental Health
Take a step back and consider stressors impacting your team and how to mitigate them.
Technical Issues Alert
Information on technical issues affecting small businesses and the CPAs who serve them.
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.
Surviving tax season: Checklists to manage your risk
Check out these interactive checklists to help you survive tax season.
PPP State Tax Treatment Chart
Consult this chart to determine state-to-state PPP tax treatment.
2020 C Corporation Income Tax Return Checklist – Form 1120 (Long)
This checklist is a comprehensive tool to use when preparing a complex Form 1129.
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 – Professional Liability Implications of Extended 2021 Tax Deadlines
- Risk Alert: Round Two – Paycheck Protection Program Loan Application Assistance and Forgiveness Application Assistance Services
- Risk Alert – “COVID Homes” Create Professional Liability Risk for CPA Firms
- Risk Alert – Toolkit: Workplace Safety
- 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 – COVID-19 and return to work
- Risk Alert – COVID-19 scams - What you need to know