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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>>