PCPS Resources for Sole Practitioners
What does PCPS offer sole practitioners? PCPS provides resources for all firm sizes, but below are a few highlighted resources that our current sole practitioner members find most valuable. You can also tailor and customize any PCPS resource to meet your firm’s needs.
Join the firm practice management section (PCPS) to gain access to all resources for sole practitioners!
Resources for Small Firms & Small Business Clients
We know that COVID-19 is top of mind, so use these resources to stay current, communicate with your clients and reinforce your role as their trusted adviser.
Start or enhance your social media presence as an inexpensive way to stay front and center with clients.
Join a community where you can easily network with peers and share challenges, ideas and best practices.
Practice continuation agreement
Keep your firm secure by implementing a practice continuation agreement.
Build your brand with personalized email service
Every email sent using a generic account is a brand experience wasted. Today's busy practitioner also requires an email solution to help organize contacts and schedules and maintain overall communication. Personalize your email with the mail@cpa.com service today.
CPA comfort letters to lenders
Review common issues surrounding comfort letter requests and use these sample responses with your clients.
