May PCPS Tool - Getting Your Succession Planning on Track

Description: You worked for your clients during busy season, now it's time to work on your firm. Get your succession planning on track with tips for sole practitioners and multi-owner firms in May's PCPS tool of the month.  You'll find other resources at



This PCPS Guide to Getting Your Succession Planning on Track is an example of the turnkey tools and solutions PCPS delivers.  PCPS is an add-on firm membership section within the AICPA.  A PCPS firm membership at only $35 per CPA, up to a max of $700 per firm, is a great investment for a broad range of practice management resources.  Find out if you are already a PCPS member or take a quick tour to learn more.



Participate in the 2017 PCPS Top Issues Survey
Tell us what’s keeping you up at night so we can give you the resources you need! Take 15 minutes to participate in the 
PCPS Top Issues Survey by May 15th. Your responses help drive the focus of PCPS resource development. The survey is open to everyone, regardless of whether you’re a PCPS member. Let us know your top practice management concerns, and once the results are available this summer we’ll provide insights on the issues your peers are facing as well as resources that can help.



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