CPA Firm Toolkit Bundle
TESTIMONIALS
“I am using the CPA Firm Partner Retirement/Buyout Plans book to update our partner agreements. I really enjoyed the structure of the book. The content was relevant and useful, and very easy to read and get through.”
Jim Gardner, MP
Fred A. Lockwood & Co., PC
Chadron, NE
BULK DISCOUNTS
| Subtotal | Discount |
|---|---|
| $725 | 20% off |
| $1,325 | 30% off |
| $1,900 | 40% off |
| $3,300 | 50% off |
Accelerate your firm’s progress with the Toolkit Bundle—a complete collection of ready‑to‑use, proprietary resources that help CPA firms implement proven practice management strategies faster.
This bundle includes every toolkit in our practice management collection, featuring dozens of downloadable PDFs, Excel documents, and editable Word documents that turn key concepts into actionable tools. Covering areas such as strategic planning, profitability, succession, governance, and staff development, these resources help you move from idea to execution with ease.
Instead of starting from scratch, your firm can immediately apply best practices using over 120 templates, worksheets, checklists, and job descriptions designed specifically for CPA firms. Now available in one streamlined bundle, this collection makes it easier than ever to operate more effectively and strategically.
What’s Included?
Every practice management toolkit we offer:
- CPA Firm Strategic Planning: Your Roadmap for Long-Term Success
- The Role of the Managing Partner
- How to Bring in New Partners
- CPA Firm Staff: Managing Your #1 Asset, Second Edition
- CPA Firm Mergers: Your Complete Guide, Second Edition
- What Really Makes CPA Firms Profitable?, Third Edition
- CPA Firm Partner Retirement/Buyout Plans, Second Edition
- CPA Firm Management & Governance, Second Edition
- CPA Firm Succession Planning: Still a Perfect Storm, Second Edition
BONUS PDF DOWNLOADS – Private Equity in Accounting: Pros, Cons, and Key Takeaways and CPA Partner Retirements in Light of Private Equity. These documents are designed to share the latest on what we have learned about private equity (PE) in accounting.
Why Firms Choose the Toolkit Bundle
- Turn ideas into action faster with ready‑to‑use resources—no starting from scratch
- Save time and increase consistency when leading partner and leadership discussions
- Support firmwide initiatives with proven tools aligned to best practice management concepts
- Flexible and customizable—edit documents to fit your firm’s structure, size, and goals
- Exceptional value by purchasing the entire toolkit library in one streamlined bundle
Ideal For
- Managing partners and firm leaders
- Practice management and operations teams
- Firms focused on sustainable growth, accountability, and long-term success
Here are a few of the 120 toolkit items included:
- 25 Best Practices for MPs to Focus On
- 10 Key Metrics Benchmarks for CPA Firms
- New Partner Buy-In Common Practices
- 31 Major Components of a Properly Written Buyout Agreement
- Merger Terms: Traditional CPA Firms Mergers vs. Private Equity Deals Chart
- 5i Strategic Planning Process Timeline
Take a sneak peek and see the full list >>
Your digital toolkit bundle will be sent to the email address you provided for download after payment is received.
Please note our PDF e-books are not printable. Why?
LINK TO DOWNLOAD THE PDF WILL APPEAR IN YOUR CONFIRMATION EMAIL