Firm Administration

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If you would like to add an additional firm administrator, please email Lana Lawler at

To manage a different branch of your firm, click here

Take advantage of these resources compiled to help firm administrators share best practices and stay up to date on the profession.

Newsletter Archives

  • June 2018
  • May 2018

Roundtable Agendas


PCPS Tool of the Month
As many of us start planning for busy season, an evaluation of your client list is a healthy process for firms of all sizes. A client's value is determined far beyond fees and timeliness of payments. Making a quantified judgment includes considerations such as job risk or complexity, client’s life cycle and additional potential services. This Client Evaluation Tool, part of the Trusted Client Adviser Toolbox, will help you identify the better clients of your firm who deserve more of your time and attention..

For more information about resources and support for firm administrators, please contact Andrew Grow at (800) 264-7966 or