PFP Practice

Silent Safety: Best Practices for Protecting the Affluent

Wealth can bring considerable attention and exposure to security risks. This personal security best-practice reference for the affluent and their advisers identifies critical security issues, empowering you to help your clients address them. It provides pragmatic advice and strategic measures that your clients can immediately implement, as well as recommendations to preemptively mitigate risk.

Publications | Hardcover

$53.95 - $59.95

Investments, Sixth Edition

Covers various aspects of the principles of investments and their application to financial planning.

CPE Self-Study | CD-ROM, DVD/Manual, Text

$70.00 - $250.00

On Your Own! How to Start Your Own CPA Firm, Second Edition

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

Bill What You're Worth, Second Edition

This book 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 | Paperback

$55.00 - $68.75

e-MAP: Management of an Accounting Practice Handbook

Created by top CPA practitioners, e-MAP is a vast collection of practice management guidance and tools brought together in one place.

Publications | Online Subscription

$0.00 - $250.00

Disaster Recovery: A Guide to Financial Issues

In this consumer resource booklet, you will find suggestions on steps to take immediately following a natural or man-made disaster, what to do in the initial weeks and months, and how to begin planning for the future. Specifically, find the following topics: restoring household stability, managing an injury or disability, financial decisions after a death, lawsuits and other settlements.

Publications | Paperback

$10.00

PFS Exam Review Course

A self-study review course with CPE credit with in-depth, comprehensive review of the PFP body of knowledge, case studies and review questions to assist in preparation for the PFS exam. Discounted pricing available for PFP Section members.

CPE Self-Study | Text

$500.00 - $625.00

Performance Is Everything: The Why, What, and How of Designing Compensation Plans

Boost performance, maximize profits, and retain your best staff by employing the advice in this new guide from authors August Aquila and Coral Rice. Offering a new, unique perspective on the crucial topics of performance and rewards, this guide will not only help you determine the right compensation plan for your practice, but develop an overall system that encompasses performance management and compensation.

Publications | eBook, Paperback

$51.00 - $71.25

10 Steps to a Digital Practice in the Cloud: New Levels of CPA Firm Workflow Efficiency

Technology is changing the landscape of the accounting profession in ways that we could not even imagine just a few years ago. This book helps you address the challenges that you face and the role that technology can play in enabling you to get your work done as efficiently and profitably as possible.

Publications | eBook, Paperback

$50.00 - $68.75

Fundamentals of Estate Planning

This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.

CPE Self-Study | CD-ROM, DVD/Manual, Text

$70.00 - $250.00

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