PKF North America Overview Brochure

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GROW, COMPETE, THRIVE

Be independent, but don’t go it alone.

At PKF North America (PKF NA), we understand and celebrate the entrepreneurial spirit embodied by the more than 100 independently owned accounting and consulting firms that we serve. Many of our members left big public accounting firms because they believed they could provide greater value to their clients by establishing their own independent practices. Still, they needed additional resources in order to grow, improve their services and compete with larger firms on a global scale. The solution? An accounting association 100% dedicated to providing knowledge FOR independent firms FROM independent firms.

PKF NA offers a wealth of tools and resources tailored specifically to the needs of independent accounting and consulting firms. Beyond these on-demand tools and products, membership in PKF NA connects like-minded professionals in member firms throughout the U.S., Canada, Mexico, the Caribbean and worldwide through our affiliation with PKF International. This exclusive membership includes staff support and at least 200 educational and networking opportunities each year covering the PKF NA core impact areas of People, Client Service, Growth, and Firm Management.

To apply for membership or learn more about PKF North America, visit pkfna.com.

| T R E N D S Helping Independent Firms Grow, Compete and Thrive!

TOOLSAs a member of PKF North America, you have access to specific tools that will allow you to manage operations, track progress, improve performance, and stimulate growth.

RESOURCESPKF North America members enjoy easy access to knowledge for accounting firms.

EDUCATIONPKF North America provides training and education to develop your employees “from hire to retire.”

NETWORKINGPKF North America’s annual conferences and regularly scheduled meetings provide excellent opportunities to learn and grow from like-minded firms.

DEVELOPMENTPKF North America helps independent firms develop new business opportunities to better compete.

SUCCESSFUL PEOPLEPKF North America provides a team of over 20 professionals working as an extension of your firm.

PKF North America is the accounting association 100% dedicated to providing knowledge FOR independent accounting firms FROM independent firms. Bringing the experience of over 100 member firms to bear, we have collectively “been there and done that” when it comes to issues facing today’s accounting firms.

WHY JOIN PKF NORTH AMERICA?

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We provide services for our independent accounting firms to help them grow, compete, and thrive. Comprised of four quadrants and eight key service areas, our services and membership base provide a strong resource community for our firms. From training to international connections to marketing resources, PKF NA provides these resources so our independent firms can not only grow, but compete with larger firms on a global scale.


ADD THESE SERVICES TO YOUR FIRM

Build your future by investing in your most valuable resources.

Recruiting and retaining qualified employees is essential to the continuity and longevity of your business. PKF NA offers a range of Human Resources tools to assist your firm in hiring and keeping talented individuals who will thrive in the specialized environment of professional services. One such tool is RETAIN, which stands for Retaining Employees Through Active Involvement Now. This assessment program has helped many firms to uncover underlying issues and make valuable improvements in employee performance and communication. Member firms rely on our annual HR surveys and conferences to master the latest trends in human resources, recruiting and workplace compliance. In addition, PKF NA’s collective strength allows us to offer rich insurance packages at discounted rates.

►HUMAN RESOURCES►LEARNING & DEVELOPMENT

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Another important factor in improving employee performance and retention is the availability of Learning and Development resources. Each year, PKF NA offers innovative management and technical training to more than 10,000 individual members. In addition to offering NASBA-certified continuing professional education to accounting and audit professionals, PKF NA has developed an unrivaled leadership curriculum that guides staff accountants and managers through six progressive levels of training to prepare them to lead your firm into the future. These leadership courses begin with the nuts and bolts of how to lead a client engagement and manage people. In addition, career long offerings include personal and business development topics for experienced partners. In later sessions, senior leaders can benefit from PKF NA’s regular executive work groups where managing partners meet and share best practices, discuss the latest strategic firm management issues and engage in confidential discussions about firm operations.


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Galvanize client relationships with vast expertise and global vision.

With PKF NA, your firm will never again lose business due to a lack of experience or geographic reach. Not only can members access association resources around the clock through our Expertise Portal, they can also call upon the acumen and experience of their fellow members. This might mean posting a tax question in one of our online forums and getting an answer or phone call within 24 hours. It might take the form of participating in a roundtable where you and other members talk through new auditing standards. Or in a case of one PKF NA firm, association membership meant quickly composing a team of professionals in six different countries to win international financial reporting and compliance work.

►INTERNATIONAL CONNECTION►EXPERTISE PORTAL

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Whether trying to win new business abroad, help a client finalize a deal or file tax returns overseas, PKF NA’s affiliation with PKF International has you covered. Our membership includes firms with advanced international tax and audit capabilities in key economic centers in North America. Outside of North America, through PKF International, our dedicated International Business Development staff source qualified tax and accounting professionals that will deliver results seamlessly for you and your clients. If your firm is considering international expansion, our advisers can help you proactively advance into countries best suited to your organization’s goals.

Learn from your peers, not your competition.

The primary reason most members give for joining PKF NA is the opportunity to learn from other independent CPA firm professionals who are not their competitors. We offer more than 200 educational programs each year, consisting of monthly calls, webinars and in-person conferences. Many of these meetings are designed for our Communities of Practice. These communities are organized in one of three ways: by expertise in certain industry segments, such as sports and entertainment and real estate development; by service offerings, such as fraud investigations and forensic accounting; or by function, such as firm administrators and business development. PKF NA frequently polls its membership to identify and establish new Communities of Practice.

►MARKETING RESOURCES►COMMUNITIES OF PRACTICE

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Content marketing has become a cost-effective way to demonstrate your firm’s expertise, promote your capabilities and educate your clients and prospects. However, it takes time to produce quality content for newsletters, blogs and social media. Our Marketing Resources consist of turnkey solutions for your content marketing needs including white papers, tax guides and industry-specific articles. PKF NA also connects your firm’s marketing partner or marketing professional with counterparts at other member firms, so they can share best practices in accounting marketing and business development in a safe, noncompetitive environment.

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Activate our cache of industry-focused administrative and technology resources.

Measuring success isn’t always easy for independent CPA firms. Do you know where your firm stands when compared to other professional service providers of the same size? Is it time for you to grow? Should you beef up your auditing department through new hires or consider M&A? PKF NA starts the benchmarking activity in the first year of your membership with our Firm Management Review Process. This is a comprehensive 2.5 day process where members of our team and managing partners from two other PKF NA firms review every aspect of your business—governance, strategic planning, administration, client service operations, human resources, succession planning, new business and partner compensation, marketing and practice development and information technology. This mandatory evaluation not only provides your owner group with a 360° view of your firm, it kicks off the relationship building and knowledge sharing component by introducing you to two managing partners at compatible firms.

►INFORMATION TECHNOLOGY►OPERATIONS MANAGEMENT

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The benchmarking continues with PKF NA’s annual firm financial survey. Each year member firms provide nearly 500 data points about everything from financial activity to professional service hours to facilities metrics and practice-specific software. We group the responses by firm size, so members can easily see how their firm compares to its peers. This information guides conversations and spurs action during many of our in-person conferences for firm managers.

Staying current with today’s technology can be daunting, especially when dealing with sensitive client information and complicated tax and auditing software. Firm IT professionals rely on PKF NA’s Information Technology resources for the latest specs and reviews of software, hardware, mobile devices and the cloud. More importantly, they can participate in regularly scheduled conference calls and webinars where the top people at popular vendors and manufacturers answer questions and notify them of upcoming changes or upgrades. The sole IT professional or small IT staff becomes exponentially more powerful when they tap into the collective knowledge of their peers at other PKF NA member firms.

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CALL TODAY770 279 4560to discuss the opportunities PKF North America can provide.

VISIT US AT www.pkfna.com

Documents

PKF North America Overview Brochure