This newsletter looks at the FCA news, news regulations, CPs and PSs. 2020 keeps you updated with essential changes for Auditors and Accountants. This subscriptions includes 4 x FCA Quarterly Newsletters over the course of 12 months. Alternatively, you may wish to subscribe to our FCA Update webinars and receive the FCA Quarterly Newsletter as part of the subscription.
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Personnel in any setting work with more enthusiasm and commitment when they are genuinely made to feel part of the organization and understand how they contribute to the firm’s success and profitability. CPA firms are no exception. This monograph is a primer that explains how CPA firms work as a business. It is primarily intended for staff joining a firm, including new college graduates, experienced hires and interns. Firms give a copy of this monograph to all new personnel as...
As Baby Boomer partners approach retirement age, they naturally are focusing on who can take their place and eventually write their retirement checks. But many firms either don’t know how to bring in new partners or have outdated approaches for doing so. This monograph answers the questions: What are Best Practices for bringing in new partners? How is the buy-in structured? How is ownership handled? Topics include: What is a partner these days? Should we have non-equity partners? How do...
Increasingly, CPA firms are realizing that the old compensation formulas no longer work, that performance “intangibles” need to be recognized, and that their compensation systems need to be performance-based. As a result, more and more firms are adopting compensation committees. This monograph answers the questions: What are Compensation Committees? How do they work? Why have they become so popular? Topics include: Characteristics of a good system Structuring partner compensation The link to strategic planning Data reviewed by the CC Communication...
The powerpoint presentation contains 24 slides introducing MTD in straightforward terms without being too technical. After MTD the presentation introduces your clients to your Cloud accounting solution and explains the benefits. You can tailor the presentation with your logo and Cloud provider(s) solution(s). There are guidance notes at the foot of each slide to help you make your presentation. The kit includes the following key sections: Preparing for and making a presentation Sending the invitation Seminar planning checklist Covering letter...
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This monograph is essentially a ‘Cliffs Notes’ guide to strategic planning and partner goal setting for CPA firms. It’s patterned after Marc’s proprietary approach to consulting with CPA firms on strategic planning and goal setting, as he has developed it over the last 20 years. Marc’s approach has two major goals: Think BIG and keep it simple, and, GET RESULTS. Topics include: The three main phases of strategic planning Overall management philosophy of a CPA firm Steps to creating the...
The book stems in the first instance from a review of procedures in my firm, Glover Stanbury, a few years ago. The firm had lots of clients using software e.g. Sage 50 etc. and we were then obtaining their data and basically taking the steps as set out in the introduction. But everyone was doing things differently in the interim process. Yes, the accounts all came out looking very similar (but not always – more on this later!) from the accounts production software but the underlying working...
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How to build the best and most inspiring practice in your town, area or country Rated as “Invaluable” (David Maister). “Breathtakingly refreshing” (Paul Dunn), “Inspiring” (Ron Baker) and “Brilliant” (ICAEW President Mark Spofforth), the book features dozens of practices describing in extraordinarily candid detail exactly how they have transformed their client base, profits, cash flow and work life balance. And it shows you how you can achieve the same sort of results. You also get these three supporting resources: Diagnostic...
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Based on experiences with more than 700 CPA firms across the country, Marc Rosenberg presents 40 high-impact practices and technique employed by the nation’s most successful firms to maximize profitability. Some are preferable to others depending on your firm’s situation, but properly employed, they work. BONUS: the latest CPA industry benchmarks from the current Rosenberg Practice Management Survey. Topics include: The essence of CPA firm profitability Accountability and acting like a partner CPA firm benchmarking Marketing and the bottom line...
Webinar duration: 4 hours PCP are pleased to launch their FRS 102 online training tool. Are you ready for the changes to key accounting treatments under FRS 102? For accounting periods beginning on or after 1 January 2015, medium and large companies in the UK & Ireland will be required to implement FRS 102 instead of the current suite of SSAP’s, FRS’s and UITF abstracts. Small companies will also be affected by these changes as FRS 102 accounting treatments (but not full...
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New Version for 2016! Webinar duration: 5 hours Are you concerned as to whether your staff fully understand the procedures that they should be undertaking when conducting audit work? Do you or your staff require structured auditing training as a refresher on audit procedures? If the answer to either of these questions is ‘yes’ then our online audit training tool is what you need. The aim of the product is to: Enable a practice to cost effectively train staff on...
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What’s New for 2019/20? Tax, Tips & Tools 2019/20 contains tools that have been updated with rate and legislative changes as appropriate, plus the following 2 NEW tools have been added: Personal Expenses - Paid Privately or by Company?What are the effects of paying school fees (or other personal expenses) through the company and it being treated as a benefit in kind, or taking the money out as a dividend? VAT Flat Rate v Standard Method ComparisonA tool to compare the VAT payable...
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