PFP Practice

PFP Practice 27 matching products

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The AICPA offers a variety of information resources, tools and training to assist CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.
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Written for potential and new solo practitioners, this book guides you through the transition from working for a CPA to being your own boss, as well as navigating potential stumbling blocks and achieving success.
Publications | eBook, Paperback
$50.00 - $68.75
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Earn what you?re really worth! This resource walks you through the most common pricing methods and methodologies, teaches you how to discuss pricing with clients, and offers advice on how to motivate employees to bill what they're worth.
Publications | eBook, Paperback
$55.00 - $75.00
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Design the ideal succession plan for your firm with this two-book set from experts Bill Reeb and Dom Cingoranelli. Volume 1 covers fundamental succession and management concepts to ensure that every partner and manager is on the same page and working toward a shared vision.
Publications | eBook, On-Demand, Paperback
$55.00 - $145.00
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Build marketing initiatives that produce results for your firm. Created with 37 of the industry's most successful marketing and sales minds, this compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, and measure results.
Publications | eBook, Paperback
$113.00 - $156.25
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e-MAP is a robust collection of online practice management guidance and tools, ideal for sole practitioners, small- and medium-sized firms.
Publications | Online Subscription
$150.00 - $250.00
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Written for potential and new solo practitioners, this book guides you through the transition from working for a CPA to being your own boss, as well as navigating potential stumbling blocks and achieving success.
Publications | eBook, Paperback
$50.00 - $68.75
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Great promotional giveaway.
Publications | Publication
$29.50
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This self-study, text-based review course assists PFS exam candidates as they prepare for the PFS exam, while providing over 32 hours of CPE credit.
CPE Self-Study | Text
CPE
$599.00 - $749.00
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Thursday, November 7 - This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.
Web Events | Video Webcast
$99.00 - $129.00
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Thursday, July 28 - This portion has been designed to equip financial planners with information about advanced estate planning issues involving retirement plans. Specifically, this webcast will cover the distribution rules under the § 401(a)(9) regulations and paying IRAs to trusts.
Web Events | Video Webcast
$99.00 - $129.00
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In today's marketplace, leveraging technology and cloud-based solutions to automate data processing and other low-value work is essential to running an efficient and profitable CPA practice. This popular how-to guide is your roadmap to building your successful practice in the cloud in just 10 steps.
Publications | eBook, Paperback
$49.00 - $69.00
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