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Shared Tools: PCPS Identify & Prioritize Tool

Published on June 15, 2014

PCPS Identify & Prioritize Tool (Excerpt from Trusted Business Advisor 2.0 Toolbox) 
Partners and firm administrators are always looking for new ways to grow the firm’s revenue. You are sure to be appreciated when you present this opportunity to train professional staff on how to identify further service opportunities with current clients by asking questions that will identify what is top of mind for clients. For more information, read “Seven Ways to Boost the Bottom Line” by William R. Pirolli, CPA/CFF/PFS

PCPS is an add-on firm membership section within the AICPA.  PCPS engages with CPA firm professionals to under the pain points – this knowledge is foundational to the turnkey tools and solutions PCPS delivers.  Prepare for every twist and turn in the road ahead by exploring PCPS resources for strategies in plotting your firm’s direction and support for the everyday intricacies of being a firm administrator in a practice.  Power Up with PCPS.  Not Sure You Are a PCPS Member?