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2009 PCPS CPA Firm Top Issues Survey: Sole Practitioners

Below is the graph showing the top 10 issues for Sole Practitioners.  Here is a list of the top 5.  Below each issue is a link to an AICPA/PCPS resource that can assist you in 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. Tax complexity and changes
    1. PCPS Tax Resource Page
    2. AICPA Tax Section (separate membership required)
    3. AICPA/PCPS Practitioners Symposium – June 7-9 2010, Las Vegas, NV
    4. AICPA Conferences and CPE
  3. The effect of new regulations and standards on small firms
    1. AICPA Reliability Initiative
    2. PCPS Risk Assessment Standards Toolkit
    3. PCPS SAS 112/115 Toolkit
    4. AICPA/PCPS Practitioners Symposium – June 7-9, 2010, Las Vegas, NV
  4. Keeping up with standards
    1. PCPS A & A Standards Resources
    2. AICPA/PCPS Practitioners Symposium – June 7-9, 2010, Las Vegas, NV
    3. AICPA Conferences and CPE
  5. Work/life balance initiatives
    1. PCPS Human Capital Center Toolbox Series (Non PCPS Members)
    2. PCPS Human Capital Center – Work/Life Section (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.