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2009 PCPS CPA Firm Top Issues Survey: Firms with 21 or more Professionals

Below is the graph showing the top 10 issues for firms with 21 or more Professionals.  Here is a list of the top 5.  Click on the issue to obtain the PCPS resources available to assist you with solving this issue:

  1. Client retention
    1. PCPS Human Capital Center – Owner Development Section (Client Service)
    2. PCPS Client Evaluation Tool
    3. PCPS Podcast Series – Helping Firms Help Clients
    4. PCPS Client Service Resource Center 
    5. AICPA Trusted Business Advisor Workshop
    6. AICPA/PCPS Practitioners Symposium – June 7-9, 2010, Las Vegas, NV
  2. Partner accountability
    1. PCPS Human Capital Center Toolbox Series (Non PCPS Members)
    2. PCPS Human Capital Center – Owner Development Section (PCPS Members)
    3. PCPS Human Capital Center – Performance Management Section (PCPS Members)
    4. PCPS Succession Planning Resource Center
    5. AICPA/PCPS Practitioners Symposium – June 7-9, 2010, Las Vegas, NV
  3. Succession planning
    1. PCPS Succession Planning Resources
    2. AICPA/PCPS Publication Securing the Future: Building a Succession Plan for Your Firm by William L. Reeb, CPA
    3. PCPS Human Capital Center – Owner Development Section (PCPS Members)
    4. AICPA/PCPS Practitioners Symposium – June 7-9, 2010, Las Vegas, NV
    5. AICPA Conferences and CPE
  4. Marketing/practice growth: bring in new clients
    1. PCPS Marketing and Practice Growth Resources
    2. PCPS Client Service Resource Center
    3. PCPS Podcast Series – Targeted Marketing
    4. PCPS Practice Management Forums (various topics archived)
  5. Retaining qualified staff (at all levels)
    1. PCPS Human Capital Center Toolbox Series (Non PCPS Members)
    2. PCPS Human Capital Center (PCPS Members)
    3. AICPA/PCPS Practitioners Symposium – June 7-9, 2010, Las Vegas, NV
    4. AICPA’s Work/Life Balance Center

 

 

Copyright © 2009 by the American Institute of Certified Public Accountants, Inc., New York, New York.