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PCPS Next Generation Firm Leader Self-Assessment

Published on July 21, 2017

Firm leaders set the tone for the entire firm, with research showing that firm leaders are the most critical component in retaining great talent who in turn deliver outstanding client service. Assess your behaviors in 6 key areas of engagement using the PCPS Next Generation Firm Leader Self-Assessment tool to identify opportunities for growth.

This piece is from the Firm inMotion toolkit that Joel Olbricht, CPA, CGMA, Partner, OSGroup and Jeanie Price, PAFM, Partner & Director of Administration, DeLeon & Stang, CPAs and Advisors presented during a Lunch & Learn Session at the CPAFMA 2017 National Practice Management Conference.

This PCPS Next Generation Firm Leader Self-Assessment Tool is an example of the turnkey tools and solutions 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 take a quick tour to learn more.

Next Generation Firm Leader Self-Assessment