This Weeks Podcast by Nichols Patrick CPE, Inc
April PCPS Tool
Engagement Review Tool
As you're wrapping up engagements, take some time to get feedback from your clients. You can improve your relationships with clients and identify opportunities to improve your firm processes using the Engagement Review Tool from the PCPS Trusted Client Advisor Toolbox.
This tool is an example of the turnkey practice management tools and resources PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS firm membership at only $35 per CPA, up to a max of $700 per firm, is a great investment for a broad range of practice management resources. Find out if you are already a PCPS member or register for a virtual tour to learn more.