The AICPA and Association for Accounting Administration (AAA) have 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.
PCPS Members are eligible for a discount on this product. Click here to learn more.