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Timesavers — Sample Forms, Checklists and Surveys for CPA Firm Management

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Description

The AICPA and Association for Accounting Administration (AAA) have just created the single most useful firm management tool you'll ever need.

Timesavers is a collection of 225 interactive forms, checklists and surveys. These forms and checklists are actual documents supplied by some of the best-run firms in the country. Timesavers covers all areas of practice management, including: Practice Development – you'll find client data information forms, client interview forms, client referral forms; Administration – you'll find expense forms, staff scheduling forms, consent to release information forms; Personnel – you'll find CPA training evaluation forms, evaluation of interview forms, job descriptions, new employee checklists, and much, much more. All of the forms, checklists and surveys are available as individual documents on the accompanying CD-ROM.

Table of Contents

Untitled Document
  • CONTENTS
  • ix
  • INTRODUCTION v
  • INSTRUCTIONS vii
  • PART 1
    • DEVELOPING A PRACTICE
      • SECTION 1 MARKETING—CLIENT SATISFACTION SURVEY 3
        • SAMPLE 1 Cover Letter for Client Satisfaction Survey 3
        • Client Satisfaction Survey 4
        • Rea & Associates, Inc.
        • SAMPLE 2 Client Questionnaire 8
        • Lurie, Besikof, Lapidus & Co. LLP
        • SAMPLE 3 Client Satisfaction Questionnaire for Tax Services 10
        • Brock and Company CPAs, PC
        • SAMPLE 4 Client Service Questionnaire 11
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 5 Client Service Survey 12
        • Simpson & Osborne, CPAs A.C.
      • SECTION 2 MARKETING—REFERRALS 14
        • SAMPLE 1 Business Development Referral Guide 14
        • Miller & Miller CPAs, LLP
        • SAMPLE 2 Employees’ Client Referral Form 15
        • Duggan & Massey
        • SAMPLE 3 Referral Form 16
        • Brock and Company CPAs, PC
      • SECTION 3 MARKETING—MISCELLANEOUS 17
        • SAMPLE 1 Cash for Clients—20XX Lead Generation Campaign 17
        • SS&G Financial Services
        • SAMPLE 2 Celebrations, Memorials, and Others Form 18
        • Williams, Young, LLC (Wipfli Young as of November 1, 2003)
        • SAMPLE 3 Marketing Committee—Firm Member Interview 19
        • Williams Overman Pierce & Co.
        • SAMPLE 4 20XX Tax Planning Opportunity 20
        • Tax Planning Opportunity Instructions 22
        • Simpson & Osborne, CPAs A.C. NOTE: This form is specific to 2003 tax
        • laws and the tax laws of state of West Virginia. It needs to be reviewed and
        • modified before use.
  • PART 2
    • ADMINISTRATION
      • SECTION 1 FINANCIAL MANAGEMENT—PLANNING 31
        • SAMPLE 1 Annual Scheduled Work Hours Budget—20XX Calendar Year 31
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 2 Projected Cash Costs of Additional Personnel 32
        • Olson & Company, P.C.
        • SAMPLE 3 Time Planning Summary 33
        • Simpson & Osborne, CPAs, A.C.
        • Also see—New Client or New Service Setup Form
        • (Part 2, Section 7, Sample 11) 866
        • Lane Gorman Trubitt, L.P.
      • SECTION 2 FINANCIAL MANAGEMENT—CHECK REQUEST 34
        • SAMPLE 1 Check Request Form 34
        • Bland & Associates, P.C.
        • SAMPLE 2 Check Request Form 35
        • Lane Gorman Trubitt, L.L.P.
        • x TIMESAVERS
        • CONTENTS xi
        • SAMPLE 3 Check Request Form 36
        • SS&G Financial Services
      • SECTION 3 FINANCIAL MANAGEMENT—EXPENSE REPORT 37
        • SAMPLE 1 Car Rental Request Form 37
        • SS&G Financial Services
        • SAMPLE 2 Expense Reimbursement Form—Transportation and CPE 38
        • 5 sheets in workbook
        • Weaver and Tidwell, LLP
        • SAMPLE 3 Expense Report 43
        • Bland & Associates, P.C.
        • SAMPLE 4 Expense Report 44
        • 2 sheets in workbook
        • Rea & Associates, Inc.
        • SAMPLE 5 Expense Report 46
        • 3 sheets in workbook
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
        • SAMPLE 6 Mileage Log 49
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 7 Request for Out of Town Travel Form 50
        • SS&G Financial Services
        • SAMPLE 8 Request for Travel Arrangements 51
        • 2 sheets in workbook
        • Bland & Associates, P.C.
      • SECTION 4 FINANCIAL MANAGEMENT—MISCELLANEOUS 53
        • SAMPLE 1 Capital Expenditure Requisition Form 53
        • Rea & Associates, Inc.
        • SAMPLE 2 Month to Month Analysis 54
        • Olson & Company, P.C.
        • SAMPLE 3 Petty Cash Form 55
        • Bland & Associates, P.C.
      • SECTION 5 BILLING AND COLLECTION—ADJUSTMENTS 56
        • SAMPLE 1 Accounts Receivable Adjustment Form 56
        • Rea & Associates, Inc.
        • xii TIMESAVERS
        • SAMPLE 2 Accounts Receivable Write-off Approval Form 57
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 3 Adjustments (Trade-Outs) Form 58
        • SS&G Financial Services
      • SECTION 6 BILLING AND COLLECTION—MISCELLANEOUS 59
        • SAMPLE 1 Credit Card Authorization Form 59
        • Duggan & Massey
        • SAMPLE 2 Daily Time Sheet 60
        • Bland & Associates, P.C.
        • SAMPLE 3 Fixed Price Schedule 61
        • Juravel & Company, LLC
      • SECTION 7 CLIENT ENGAGEMENTS—NEW CLIENT RECORD 62
        • SAMPLE 1 Client Acceptance Form 62
        • Hansen, Jergensen, Nergaard & Co., LLP
        • SAMPLE 2 Client Data Sheet for Businesses 63
        • Hoffman, Stewart & Schmidt, P.C.
        • SAMPLE 3 Client Data Sheet for Individuals 67
        • Hoffman Stewart & Schmidt, P.C.
        • SAMPLE 4 Client Information Sheet 69
        • Simpson & Osborne, CPAs, A.C.
        • SAMPLE 5 Client Set-up Form 71
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
        • SAMPLE 6 Interview of Prospective Client 74
        • Williams Overman Pierce & Co.
        • SAMPLE 7 New Business Client Evaluation Criteria 766
        • Miller & Miller CPAs, LLP
        • SAMPLE 8 New Business Client Information 7888
        • Levine, Hughes & Methuen, Inc.
        • SAMPLE 9 New Client Acceptance and Data Sheet 7999
        • 5 sheets in workbook
        • Rea & Associates, Inc.
        • SAMPLE 10 New Client Data Sheet 8555
        • Williams Overman Pierce & Co.
        • SAMPLE 11 New Client or New Service Setup Form 866
        • Lane Gorman Trubitt, L.L.P.
        • CONTENTS xiii
        • SAMPLE 12 New Client Report—Confidential 88
        • Brock and Company CPAs, PC
        • SAMPLE 13 New Client Setup—Business 89
        • Juravel & Company, LLC
        • SAMPLE 14 New Client Setup—Individual 90
        • Juravel & Company, LLC
        • SAMPLE 15 New Individual Client Information 91
        • Legal-size form
        • Levine, Hughes & Methuen, Inc.
        • SAMPLE 16 Related Entity Memo/New Client Memo 92
        • 2 sheets in workbook
        • T.R. Moore & Company, P.C.
      • SECTION 8 CLIENT ENGAGEMENTS—CLIENT CHANGES 94
        • SAMPLE 1 Change Client Information 94
        • Hoffman, Stewart & Schmidt, P.C.
        • SAMPLE 2 Client Change/Inactivation Form 95
        • Brock and Company CPAs, PC
        • SAMPLE 3 Client Change of Address Form 96
        • Bland & Associates, P.C.
        • SAMPLE 4 Client Change of Address/Client Year-End Change Form 97
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 5 Inactive/Delete Clients in Time Keeping System Form 98
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 6 No Longer Client Form 99
        • Simpson & Osborne, CPAs, A.C.
      • SECTION 9 CLIENT ENGAGEMENTS—AGREEMENT LETTERS 1001
        • SAMPLE 1 Change Order 100
        • T.R. Moore & Company, P.C.
      • SECTION 10 ENGAGEMENT PROCESSING—SCHEDULING 101
        • SAMPLE 1 Busy Season Planning 101
        • Williams Overman Pierce & Co.
        • SAMPLE 2 Job Scheduling Form 102
        • Simpson & Osborne, CPAs, A.C.
        • SAMPLE 3 Planning Memo 103
        • T. R. Moore & Company, P.C.
        • xiv TIMESAVERS
        • SAMPLE 4 Quality Control Checklist 104
        • Bland & Associates, P.C.
        • SAMPLE 5 Staff Scheduling 105
        • Bland & Associates, P.C.
        • SAMPLE 6 Work-in-Process Schedule 106
        • Legal-size form
        • Levine, Hughes & Metheun, Inc.
      • SECTION 11 ENGAGEMENT PROCESSING—ROUTING FORM 107
        • SAMPLE 1 Audited Financial Statements: Engagement Control Sheet
        • and Engagement Performance Bridging Document 107
        • Legal-size form
        • Levine, Hughes & Mitheun, Inc.
        • SAMPLE 2 Extension and Estimated Tax Docket Sheet 108
        • Hoffman, Stewart & Schmidt, P.C.
        • SAMPLE 3 Project Request Form—Tax Department 109
        • T. R. Moore & Company, P.C.
        • SAMPLE 4 Report Guide Sheet 110
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 5 Report Instruction Sheet 111
        • Tauber & Balser, P.C.
        • SAMPLE 6 Report Routing Form 112
        • Jones Nale & Mattingly, PLC
        • SAMPLE 7 Tax Department Routing Sheet 113
        • Levine, Hughes & Mithuen, Inc.
        • SAMPLE 8 Tax Return Docket Sheet 114
        • Beach, Fleischman & Co.
        • SAMPLE 9 Tax Return Docket Sheet 115
        • Hoffman, Stewart & Schmidt, P.C.
        • SAMPLE 10 Tax Return Flowsheet 116
        • Jones Nale & Mattingly, PLC
        • SAMPLE 11 Tax Return Routing and Assignment Form 117
        • Weaver and Tidwell, LLP
      • SECTION 12 ENGAGEMENT PROCESSING—WORKPAPERS INDEX 118
        • SAMPLE 1 Permanent File Index 118
        • T. R. Moore & Company, P.C.
        • CONTENTS xv
        • SAMPLE 2 Workpapers Index 119
        • T. R. Moore & Company, P.C.
        • SAMPLE 3 Workpaper Index Reference Schedule for Corporation,
        • S-Corporation, and Partnership Tax Returns 120
        • Beach, Fleischman & Co.
      • SECTION 13 ENGAGEMENT PROCESSING—WRITEDOWNS 121
        • SAMPLE 1 Work-in-Process Markdown Form 121
        • Lurie, Beskof, Lapidus & Co., LLP
        • SAMPLE 2 Work-in-Process Write-Down Approval Form Over $1,000 122
        • Lane Gorman Trubitt, L.L.P.
      • SECTION 14 ENGAGEMENT PROCESSING—MISCELLANEOUS 123
        • SAMPLE 1 Financial Statement Checklist 123
        • T. R. Moore & Company, P.C.
        • SAMPLE 2 Monthly Accounting Data 124
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 3 Secondary Role Guide 125
        • Lurie, Besikof, Lapidus & Company, LLP
      • SECTION 15 ADMINISTRATIVE SERVICES—FILING PROCEDURES 131
        • SAMPLE 1 Offsite File Request Form 131
        • Lane Gorman Trubitt, L.L.P.
      • SECTION 16 ADMINISTRATIVE SERVICES—FAX COVER SHEET 132
        • SAMPLE 1 Fax Cover Sheet 132
        • Levine, Hughes & Mithuen, Inc.
        • SAMPLE 2 Fax Cover Sheet 133
        • Miller & Miller CPAs, LLP
      • SECTION 17 ADMINISTRATIVE SERVICES—CORRESPONDENCE AND WORD-PROCESSING 134
        • SAMPLE 1 Creative Services Transmittal Form 134
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
        • SAMPLE 2 Correspondence Control Sheet 136
        • Levine, Hughes & Methuen, Inc.
        • SAMPLE 3 Overnight Shipping Log 137
        • Bland & Associates, P.C.
        • xvi TIMESAVERS
        • SAMPLE 4 Postage and Copies Log 138
        • Bland & Associates, P.C.
        • SAMPLE 5 Transmittal and General Typing Request 139
        • T. R. Moore & Company, P.C.
        • SAMPLE 6 Typing Log 140
        • Bland & Associates, P.C.
        • SAMPLE 7 Stationery Order Form 142
        • Lane Gorman Trubitt, L.L.P.
      • SECTION 18 ADMINISTRATIVE SERVICES—PURCHASING 1433
        • SAMPLE 1 Purchase Order Form 143
        • SS&G Financial Services
        • SAMPLE 2 Supply Request Forms 144
        • Bland & Associates, P.C.
      • SECTION 19 ADMINISTRATIVE SERVICES—MISCELLANEOUS 145
        • SAMPLE 1 Meeting Function Sheet 145
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
      • SECTION 20 COMPUTER AND INTERNET—POLICIES 146
        • SAMPLE 1 Computer/Laptop Responsibility Form 146
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 2 Internet and Computer Systems Usage Policy 147
        • Porter Keadle Moore, LLP
        • SAMPLE 3 Internet Delivery of Financial Information Policy 149
        • Brady, Ware & Schoenfeld, Inc.
        • SAMPLE 4 Policies Regarding Technology and
        • Electronic Communications 150
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
      • SECTION 21 COMPUTER AND INTERNET—MISCELLANEOUS 156
        • SAMPLE 1 Help Desk Users Reference Guide 156
        • Lurie, Besikof, Lapidus & Co. LLP
        • SAMPLE 2 Information Technology Request 157
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
        • SAMPLE 3 Technology Committee Survey 158
        • Williams Overman Pierce & Co.

CONTENTS xvii

  • PART 3
    • PERSONNEL
      • SECTION 1 RECRUITING—INTERVIEW 161
        • SAMPLE 1 Interview Agenda 161
        • Bland & Associates, P.C.
        • SAMPLE 2 Interview Evaluation Form 162
        • Bland & Associates, P.C.
        • SAMPLE 3 Interviewer Evaluation Form 163
        • Beach, Fleischman & Co.
        • SAMPLE 4 Recruit Interview Questionnaire 164
        • T. R. Moore & Company, P.C.
      • SECTION 2 RECRUITING—MISCELLANEOUS 166
        • SAMPLE 1 Applicant Spec Sheet 166
        • T. R. Moore & Company, P.C.
        • SAMPLE 2 Employee Referral Form 167
        • Bland & Associates, P.C.
        • SAMPLE 3 Interview Contact Control 168
        • Beach, Fleischman & Co.
        • SAMPLE 4 Recruitment Letter 169
        • (Note: This letter is very personalized to the contributing firm. Needs to be revised.)
        • Williams Overman Pierce & Co.
        • SAMPLE 5 Questions to Ask References 171
        • T. R. Moore & Company, P.C.
      • SECTION 3 ORIENTATION—CHECKLIST 172
        • SAMPLE 1 Employee Orientation Manual 172
        • T. R. Moore & Company, P.C.
        • SAMPLE 2 Entrance Packet/Exit Conference 181
        • 2 sheets in workbook
        • Poole Goldstein
        • SAMPLE 3 Intern Orientation Checklist 183
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 4 New Hire Checklist 184
        • Tauber & Balser, P.C.
        • xviii TIMESAVERS
        • SAMPLE 5 New Hire and Orientation Checklist 185
        • Friedman Alpren & Green LLP
        • SAMPLE 6 New Employee Checklist 197
        • Bland & Associates, P.C.
        • SAMPLE 7 New Employee Checklist 198
        • Conner Ash P.C.
        • SAMPLE 8 New Employee Checklist 199
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 9 New Employee Checklist 200
        • Rea & Associates, Inc.
        • SAMPLE 10 New Employee Orientation Checklist 201
        • Beach, Fleischman & Co.
        • SAMPLE 11 New Employee To Do Checklist—Orientation 202
        • Macdonald Page Schatz Fletcher & Co.
        • SAMPLE 12 Orientation/Absorption Program Checklist 203
        • Simpson & Osborne, CPAs
        • SAMPLE 13 Orientation Checklist 209
        • Hoffman, Stewart & Schmidt, P.C.
        • SAMPLE 14 Orientation Checklist 210
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 15 New Team Member Orientation Checklist 211
        • Rea & Associates, Inc.
      • SECTION 4 ORIENTATION—AGREEMENTS 215
        • SAMPLE 1 Agreement With Respect to Services Rendered 215
        • Tauber & Balser, P.C.
        • SAMPLE 2 Independence Questionnaire 217
        • Macdonald Page Schatz Fletcher & Co.
        • SAMPLE 3 Secrecy Agreement 220
        • Lane Gorman Trubitt, L.L.P.
      • SECTION 5 ORIENTATION—MISCELLANEOUS 221
        • SAMPLE 1 New Hire Computer Setup and Passwords 221
        • Duggan & Massey
        • SAMPLE 2 New Team Member Desk Setup/Supplies, Etc. 222
        • Lane Gorman Trubitt, L.L.P.
        • CONTENTS xix
        • SAMPLE 3 Welcome! 223
        • Katz, Sapper & Miller
      • SECTION 6 PROFESSIONAL DEVELOPMENT—REQUEST 224
        • SAMPLE 1 CPE Approval Request Form 224
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 2 CPE Registration 225
        • Miller & Miller CPAs, LLP
        • SAMPLE 3 CPE Request Form 226
        • Santora Baffone CPA Group
        • SAMPLE 4 Professional Development Committee CPE Request Form 227
        • T. R. Moore & Company, P.C.
        • Also see—Expense Reimbursement Form—Transportation and CPE
        • (Part 2, Section 3, Sample 2) 38
        • 5 sheets in workbook
        • Weaver and Tidwell
        • Expense Report (Part 2, Section 3, Sample 4) 44
        • 2 sheets in workbook
        • Rea & Associates, P.C.
        • Expense Report (Part 2, Section 3, Sample 5) 46
        • 3 sheets in workbook
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
      • SECTION 7 PROFESSIONAL DEVELOPMENT—TRACKING 228
        • SAMPLE 1 Continuing Professional Education Input Data Report 228
        • Rea & Associates, Inc.
        • SAMPLE 2 CPE Course Report 229
        • Jones Nale & Mattingly, PLC
        • SAMPLE 3 CPE Master 230
        • Hoffman, Stewart & Schmidt, P.C.
        • SAMPLE 4 Request for CPE Credit 231
        • Simpson & Osborne, CPAs
      • SECTION 8 PROFESSIONAL DEVELOPMENT—IN-HOUSE 232
        • SAMPLE 1 CPE Sign-in Form 232
        • Bland & Associates, P.C.
        • xx TIMESAVERS
        • SAMPLE 2 Evaluation In-house CPE Program—Instructor 233
        • Bland & Associates, P.C.
        • SAMPLE 3 Evaluation In-house CPA Program—Participants 234
        • Bland & Associates, P.C.
        • SAMPLE 4 In-house Course Information Sheet 235
        • Miller & Miller CPAs, LLP
      • SECTION 9 MENTORING AND COACHING 236
        • SAMPLE 1 Career Development Worksheet 236
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 2 Mentor Program—Paraprofessional and Administrative Staff 240
        • Williams Overman Pierce & Co.
        • SAMPLE 3 Mentor Program—Professional Staff 241
        • Williams Overman Pierce & Co.
        • SAMPLE 4 Mentor Program—Manager and New Partner 242
        • Williams Overman Pierce & Co.
      • SECTION 10 EVALUATION—INTERN 243
        • SAMPLE 1 Intern Evaluation Form 243
        • Porter Keadle Moore, LLP
        • SAMPLE 2 Employer Evaluation of Internship Student 244
        • Tauber & Balser, P.C.
      • SECTION 11 EVALUATION—ADMINISTRATIVE STAFF 244
        • SAMPLE 1 Administrative Support Staff Evaluation Form 245
        • Tauber & Balser, P.C.
        • SAMPLE 2 Performance Evaluation Report—Administrative Staff 248
        • 2 sheets in workbook
        • Brock and Company CPAs P.C.
      • SECTION 12 EVALUATION—ASSOCIATE 250
        • SAMPLE 1 Associate Evaluation Form 250
        • SS&G Financial Services
        • SAMPLE 2 Performance Evaluation Report—Associate 252
        • Porter Keadle Moore, LLP
        • SAMPLE 3 Senior Associate Evaluation Form 254
        • SS&G Financial Services
        • CONTENTS xxi
      • SECTION 13 EVALUATION—STAFF 256
        • SAMPLE 1 Agenda for Staff Evaluations 256
        • Bland & Associates, P.C.
        • SAMPLE 2 Electronic Evaluation of Staff Client Service
        • and Internal Client Service 257
        • Macdonald Page Schatz Fletcher & Co.
        • SAMPLE 3 Monthly Evaluation Forms—Jr. Staff Level 259
        • T. R. Moore & Company, P.C.
        • SAMPLE 4 Monthly Evaluation Forms—Sr. Staff Level 260
        • T. R. Moore & Company, P.C.
        • SAMPLE 5 Performance Evaluation Report—Professional Staff 2611
        • 2 sheets in workbook
        • Brock and Company CPAs, PC
        • SAMPLE 6 Performance Evaluation Report—Senior 263
        • Porter Keadle Moore, LLP
        • SAMPLE 7 20XX Staff Evaluation and Goal Setting 265
        • Williams Overman Pierce & Co.
      • SECTION 14 EVALUATION—MANAGER 267
        • SAMPLE 1 Monthly Evaluation Form—Jr. Mgr. Level 267
        • 2 sheets in workbook
        • T. R. Moore & Company, P.C.
        • SAMPLE 2 Monthly Evaluation Form—Sr. Mgr. Level 269
        • 2 sheets in workbook
        • T. R. Moore & Company, P.C.
        • SAMPLE 3 Performance Evaluation Report—Manager 271
        • Porter Keadle Moore, LLP
        • Also see—
        • Electronic Evaluation of Staff Client Service and Internal Services
        • (Part 3, Section 13, Sample 2) 257
        • Macdonald Page Schatz Fletcher & Co.
      • SECTION 15 EVALUATION—SELF 273
        • SAMPLE 1 Annual Self-Evaluation 273
        • Porter Keadle Moore, LLP
        • SAMPLE 2 Employee Self-Appraisal Form 275
        • Miller & Miller CPAs, LLP
        • xxii TIMESAVERS
        • SAMPLE 3 Self-Evaluation Form 277
        • SS&G Financial Services
      • SECTION 16 EVALUATION—MISCELLANEOUS 279
        • SAMPLE 1 A&A/Tax/Corporation Services Short Evaluation Form 279
        • Santora Baffone CPA Group
        • SAMPLE 2 Accounting Staff Evaluation Form (Managers,
        • Supervisors, Senior Accountants, Staff Accountants,
        • Paraprofessionals) 280
        • Tauber & Balser, P.C.
        • SAMPLE 3 Annual Management Group Performance Plan 284
        • Tauber & Balser, P.C.
        • SAMPLE 4 Performance Appraisal Interim Update Form 288
        • Miller & Miller CPAs, LLP
        • SAMPLE 5 Performance Evaluation Report—Principal 289
        • Porter Keadle Moore, LLP
        • SAMPLE 6 Team Member Engagement Performance Review Form 291
        • Brady, Ware & Schoenfeld, Inc.
      • SECTION 17 MOTIVATION 293
        • SAMPLE 1 Core Award Certificate 293
        • Weaver and Tidwell, LLP
        • SAMPLE 2 Eagle Award Nominations Form 294
        • Williams Young, LLC (Wipli Young as of November 1, 2003)
        • SAMPLE 3 Monthly Nomination Form 295
        • SS&G Financial Services
        • SAMPLE 4 Sample Letter to Send to Team Members’ Mothers 296
        • Brady, Ware & Schoenfeld, Inc.
        • SAMPLE 5 Service Award Program 297
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
      • SECTION 18 COMPENSATION AND FRINGE BENEFITS—PAYROLL 298
        • SAMPLE 1 Authorization Agreement for Direct Deposit of Payroll 298
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 2 MAS 90 Payroll Information 299
        • Bland & Associates, P.C.
        • CONTENTS xxiii
        • SAMPLE 3 Payroll Form 300
        • Bland & Associates, P.C.
      • SECTION 19 COMPENSATION AND FRINGE BENEFITS—INSURANCE 301
        • SAMPLE 1 Cobra Election Form 301
        • Bland & Associates, P.C.
        • SAMPLE 2 Insurance Election Form 302
        • SS&G Financial Services
      • SECTION 20 COMPENSATION AND FRINGE BENEFITS 401(k) PLAN 303
        • SAMPLE 1 401(k) Plan Application for Loan 303
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 2 401(k) Plan Application for Withdrawal 304
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 3 401(k) Plan Designation of Beneficiary Form 305
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 4 401(k) Plan Irrevocable Pledge and Assignment 307
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 5 401(k) Plan Promissory Note 308
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 6 401(k) Plan Waiver of Thirty (30) Day Waiting Period 309
        • Katz, Sapper & Miller/KSM Business Services
      • SECTION 21 COMPENSATION AND FRINGE BENEFITS—TUITION 310
        • SAMPLE 1 Advanced Education Program Application Form 310
        • Advanced Education Program Retention Agreement 311
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
        • SAMPLE 2 Application for Tuition Reimbursement 312
        • SS&G Financial Services
        • SAMPLE 3 Tuition Assistance Program Reimbursement Agreement 313
        • Tuition Assistance Program Reimbursement Request 314
        • Lane Gorman Trubitt, L.L.P.
      • SECTION 22 COMPENSATION AND FRINGE BENEFITS—TIME OFF 315
        • SAMPLE 1 Administration Staff Request for Time Off 315
        • Bland & Associates, P.C.
        • xxiv TIMESAVERS
        • SAMPLE 2 Personal Time Off Request and Approval 316
        • Levine, Hughes & Metheun, Inc.
        • SAMPLE 3 Summary of PTO and Vacation Time 317
        • Olson & Company, P.C. CPAs
        • SAMPLE 4 Vacation Master 318
        • Hoffman, Stewart & Schmidt, P.C.
      • SECTION 23 COMPENSATION AND FRINGE BENEFITS—MISCELLANEOUS 319
        • SAMPLE 1 Commission Request Form 319
        • Lane Gorman Trubitt, L.L.P.
        • SAMPLE 2 Personal Digital Assistant Joint Purchase Program 320
        • Williams Young, LLC (Wipfli Young as of November 1, 2003)
        • SAMPLE 3 Salary and Benefits Summary 322
        • Olson & Company
      • SECTION 24 EMPLOYEE FILE 323
        • SAMPLE 1 Change of Address/Status Procedures Form 323
        • SS&G Financial Services
        • SAMPLE 2 Employee Status Changes 324
        • Rea & Associates, Inc.
        • SAMPLE 3 Medical Emergency Card 325
        • Tauber & Balser, P.C.
        • SAMPLE 4 New Hire Information 326
        • Santora Baffone CPA Group
        • SAMPLE 5 New Employee Information 327
        • Beach, Fleischman & Co.
        • SAMPLE 6 New Employee Information 328
        • Duggan & Massey
        • SAMPLE 7 New Employee Form 329
        • Rea & Associates, Inc.
        • SAMPLE 8 Personnel Record 330
        • Bland & Associates, P.C.
      • SECTION 25 EMPLOYEE SEPARATION 331
        • SAMPLE 1 Consent to Release of Employment Information 331
        • Bland & Associates, P.C.
        • CONTENTS xxv
        • SAMPLE 2 Employee Exit Checklist 332
        • Conner Ash P.C.
        • SAMPLE 3 Exit Checklist 333
        • Katz, Sapper & Miller/KSM Business Services
        • SAMPLE 4 Exit Packet Checklist/Exit Conference Checklist 334
        • 2 sheets in workbook
        • Poole Goldstein
        • SAMPLE 5 Intern Exit Interview Form 336
        • Tauber & Balser, P.C.
        • SAMPLE 6 Separation Checklist 337
        • Seim Johnson Sestak & Quist, LLP
        • SAMPLE 7 Terminated Employee Checklist 340
        • Rea & Assocates, Inc.
  • PART 4
      • OWNER ISSUES
        • SAMPLE 1 Performance Evaluation Report Partner 343
        • Porter Keadle Moore, LLP
        • SAMPLE 2 Shareholder Evaluation Report 345
        • Tauber & Balser, P.C.
        • Also see—Mentor Program—Manager and New Partner
        • Part 3, Section 9, Sample 4) 242
        • Williams Overman Pierce & Co.
        • AUTHOR AND LIST OF CONTRIBUTORS 353
LICENSE AGREEMENT 355

 

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