A downloadable Excel file, the Revenue Modeling Worksheet is a tool to document net new business goals, the percentage of one-time projects completed annually, and potential client losses.

Our series of 10 videos and charts guide you in creating a bold strategic plan — from articulating your vision to defining clear actions. Discover the PCPS Strategic Planning Toolkit.

Terminating difficult client relationships is beneficial as it can reduce staff burnout and increase opportunities to provide advisory services and more. Explore the PCPS Right-sizing Your Client Base Toolkit.

Templates and guidelines for hiring and retaining talent are available in the downloadable PCPS Small Firm Recruiting Brochure. Resource is exclusive to Private Companies Practice Section members.

Seven chapters cover topics such as defining objectives and assessing needs; plus a checklist guides you through the considerations involved in creating or growing a CPA firm.

Employees thrive when they feel valued and respected at work. If you’d like to learn best practices to achieve pay parity, six reasons to build a culture of belonging, and more, the Diversity & Inclusion team offers resources.

Designed for firms, this downloadable toolkit helps navigate the new QM standards, offering practical steps for implementation, key resources, and lessons learned.

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