PCPS resources for firms and small business clients
Our main objective, during this time of uncertainty, is to support our members and their clients and to navigate this challenging environment together. Use the below resources to stay current, communicate with your clients and reinforce your role as a trusted adviser.
SBA Paycheck Protection Program (PPP) resources for CPAs
The economic stimulus of the Coronavirus Aid, Relief and Economic Security (CARES) Act and the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act (Economic Aid Act) provides a unique and impactful funding opportunity for small businesses, including CPA firms, that have been harmed by COVID-19’s impact on commerce. Resources to help firms talk with their clients about the Small Business Administration’s (SBA) Paycheck Protection Program (PPP) are available in this toolkit to help secure emergency funding available for payroll, health care benefits, rent, utilities and more.
PCPS resources
Advancing diversity, equity, and inclusion in small firms.
Hear Crystal Cooke, Director - Diversity & Inclusion, share tips, resources, and experiences to help firms advance their DEI efforts.
Top Issues survey now open
Your firm will benefit by knowing the top issues CPA firms face. Take this short survey – it’s less than 10 minutes – and help us help you.
Accounting for PPP – Debt Model
Watch this webcast as experts discuss the proper accounting treatment for PPP.
Build Your Tech Stack with CAS Purpose
It’s a great time to review your tech stack and ensure it’s built with purpose.”
Summary of PPP After Enactment of the Economic Aid Act
Review this summary for answers to questions about the first and second draw programs.
Protecting Your Team’s Mental Health
Take a step back and consider stressors impacting your team and how to mitigate them.
CPA Firm Competency Model
Learn the core competencies to provide outstanding service to your clients.
PPP FTE Calculator
To apply for forgiveness of a PPP loan, borrowers will be asked for a count of their full-time equivalent (FTE) employees. This calculator will assist PPP loan borrowers in calculating the FTEs.
Tax resources
Employee retention resource library
The rules to be eligible to take this refundable payroll tax credit are complex. This resource library will help you understand.
PPP State Tax Treatment Chart
Consult this chart to determine state-to-state PPP tax treatment.
Summary of state tax due dates
States issue separate guidance regarding tax due date changes and do not always comply with federal updates.
Office reopening resources
Safely managing your firm during COVID-19
This checklist provides questions to consider as you reopen your doors.
Safely reopening your firm’s office, a panel discussion
In this webinar, a panel of CPA firm leaders addresses how their firms prepared their offices to reopen.
Considerations before reopening your office
Reopening your office isn’t as simple as unlocking the office door.
Reflect on morale and team spirit as you consider reopening your office
Solutions for maintaining morale and team spirit.
Networking in a new world
Virtual networking can be done if you follow these tips.
Advice for firms thinking about reopening
These five steps can help CPAs prepare for returning to offices
17 strategic questions to answer before reopening
Health and safety are top of mind but consider these strategic issues.
Take care of your staff’s mental health during COVID-19
If you take care of your people, they’ll take care of your clients.
Member insurance resources
- Risk Alert: Identity Theft and Unemployment Insurance Claims
- Risk Alert – Professional Liability Implications of Extended 2021 Tax Deadlines
- Risk Alert: Round Two – Paycheck Protection Program Loan Application Assistance and Forgiveness Application Assistance Services
- Risk Alert – “COVID Homes” Create Professional Liability Risk for CPA Firms
- Risk Alert – Toolkit: Workplace Safety
- Risk Alert – Coronavirus and Business Continuity
- Risk Alert – Should a CPA Agree to be a Partnership Representative?
- Risk Alert – Wayfair is No Fair for a CPA Firm’s Professional Liability Risk
- Risk Alert – Data Security Considerations to Help Weather a Pandemic
- Risk Alert – COVID-19 and return to work
- Risk Alert – COVID-19 scams - What you need to know
