CPE Self-Study
PCR: Building an Efficient and Profitable Service Line
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Business Management & Organization
Online: 2.5
This 100-minute CPE self-study course will help you gain clarity on how to address common hurdles, resulting in increased value for PCR services.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

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In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777 or use chat to connect with a live agent (Mon-Fri 9am-8pm ET) with any questions or concerns related to your CPE certificate(s).

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  • Windows 7 to present

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Product details

Who Will Benefit?

  • Owners
  • Service line managers
  • Others with responsibility for quality and efficiency

Learning Objectives

  • Improve the profitability of the PCR service line by recognizing the common pitfalls and know how to resolve them.
  • Properly plan for the prep, comp and review work and consider processes and systems that can assist as you define the work with staff and clients.
  • Evaluate the available technology to improve efficiency and practitioner effectiveness

Identify Innovation

Profitable preparation, compilation and review (PCR) engagements are the result of a strong synergy between people, processes and systems.

Firms across the profession are overworking engagements and offering "one size fits all" client deliverables, resulting in lower profitability. Practice area leaders need to step back and evaluate the systems available to resolve these pitfalls, improve planning to accurately define scope, and deliver services fitting the client needs.

This 100 minute CPE self-study course will identify innovation in this practice area and provide clarity on how to address common hurdles, resulting in increased value for PCR services.

Ratings and reviews

Al Anderson

Al has over 25 years of experience in the accounting profession. This includes helping to standardize the global audit approach of McGladrey and Pullen, overseeing the AICPA’s technical audit and accounting standards, including self-regulation and the CPA examination and implementing paperless solutions. Al founded ACCOUNT-ability Plus headquartered in Minneapolis. He is the executive director of the RADAR initiative.

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CPE credits
: 2.5
NASBA Field of Study
Business Management & Organization
Delivery Method
QAS Self-Study
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