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PCPS Home > Resources > Firm Strategy & Planning

Firm Strategy & Planning

This section contains tools and articles specially designed to help your firm better analyze your current client base, gain assistance with firm issues and plan for the future objectives of the firm.

 

Human Capital Center’s Strategy & Planning Section

PCPS teamed with Boomer Consulting, Inc. to provide CPA firms with a simple process and related tools to construct a One Page strategic plan. This One Page Plan will act as the basis for all firm objectives, which includes the process of deriving recruiting and performance management goals.

 

Client Evaluation

The client evaluation spreadsheet has been designed to provide guidance in ranking your clients based on set criteria. 

 

Sample Client Termination Letter

Use this letter for severing a client relationship.

 

2009 PCPS CPA Firm Top Issues Survey

Staffing has been the dominant issue for many firms over the last decade, but for the first time in several years, staffing isn’t the number one issue in the PCPS CPA Firm Top Issues Survey.  For sole practitioners, tax complexity isn’t the number one issue, as it has been in recent years.  Although results varied based on firm size in the last survey, conducted in 2007, the 2009 survey now has the same top issue for all size firms – Client Retention.   Learn More>>

 

Strategic Planning Web Forum

PCPS Member Only

Presented by Gary Boomer, CPA, CITP, CEO of Boomer Consulting Inc. This Practice Management Forum provides strategic planning and consulting services to leading accounting firms, highlighting topics such the differences between shared-vision and shared-services firms; the steps in the planning process; how to quickly determine your firm’s top dangers, opportunities and strengths; and a sample one-page strategic plan for a firm.  Learn More>>

 

PCPS 2009 CPA Firm Top Issues Economic Survey

The PCPS CPA Firm Top Issues Survey is a bi-annual study that identifies the most significant challenges facing practitioners across the country. It gathers information from a wide range of practitioners in firms of different sizes to spotlight the most critical concerns for PCPS members. This year, the PCPS CPA Firm Top Issues Survey included questions on the troubled economy and what it has meant to CPAs.  Learn More>>