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CPA/PFS Mentor Program SM Handbook June 2013 Copyright 2013 American Institute of CPA's. All rights reserved. DISCLAIMER: The contents of this publication do not necessarily reflect the position or

How to fill out cpapfs mentor bprogramb handbook

How to fill out the CPAPFS Mentor Program Handbook?

1. Read the handbook thoroughly - Start by reading the CPAPFS Mentor Program Handbook from cover to cover. Familiarize yourself with the content, guidelines, and objectives outlined in the handbook.
2. Understand your role and responsibilities - As a mentor, it is crucial to grasp your role and responsibilities within the CPAPFS Mentor Program. Pay attention to the expectations, code of conduct, and support you can provide to the mentee.
3. Complete personal information - Fill out the personal information section in the handbook. Provide accurate details about your name, contact information, and any other required fields.
4. Commitment section - Acknowledge your commitment to the program by signing off on the commitment section. This confirms your dedication to supporting and guiding the mentee throughout the program.
5. Review mentoring guidelines - Review the mentoring guidelines section carefully. Understand the guidelines for effective communication, confidentiality, and the overall process of the mentorship. This will help establish a productive and respectful relationship with your mentee.
6. Develop mentoring goals - Work through the section related to setting mentoring goals. Identify your objectives as a mentor and the specific areas you aim to support the mentee in. Establishing clear goals will guide your interactions and ensure a meaningful mentorship experience.
7. Document your meetings - Use the provided templates or forms to document your mentoring meetings and discussions. This will help track progress, address challenges, and maintain a record of the mentorship process.
8. Continual self-evaluation - Regularly evaluate your own performance and progress as a mentor. This may involve self-reflection, seeking feedback from the mentee or program coordinators, and making necessary adjustments to enhance your mentorship style.

Who needs the CPAPFS Mentor Program Handbook?

1. Potential mentors - Individuals who are interested in becoming mentors in the CPAPFS Mentor Program should familiarize themselves with the handbook. It provides important information about the program's purpose, expectations, and guidelines, helping mentors understand the commitment required.
2. Mentees - The CPAPFS Mentor Program Handbook is also relevant for mentees participating in the program. It outlines the support they can expect from their mentors, expectations regarding communication, and the overall structure of the mentorship.
3. Program coordinators - Program coordinators responsible for overseeing the CPAPFS Mentor Program can utilize the handbook as a resource. It provides a comprehensive guide to ensure the program runs smoothly, mentors receive proper guidance, and mentees experience a beneficial mentorship.

Instructions and Help about cpapfs mentor bprogramb handbook

Hi this is Seth David from the world-famous nerd enterprises incorporated brings you another special screencast this time we're talking about how to enter payroll into QuickBooks the detailed method knowledge is power to make an impact by learning more call me right now at eight six nine four five eight zero seven zero four information about private trainings we always record the live session with you so you can review it as often as you like afterwards hi, so we're going to enter payroll in the detail format and of course if you want to check out the summary form afterwards there'll be a link to click on at the end of this video that will let you go right there and see the difference so entering in payroll entering payroll in the detailed format is going to require several steps let's take a look first we have to go to our chart of accounts and see what we need and the first thing we're going to need to make sure that we do is we're going to make sure that we add in a bank account it's a fictitious bank account, and we're going to call it payroll clearing ok, so that bank account has to be in place this is we're going to enter each individual paycheck and that's going to be important because that's the whole point of this is to be able to enter it in detail which means entering each individual paycheck so let's go do that and then what's going to happen as you watch this video is it's all going to come together how this actually works because the key here is that we're not going to have each individual paycheck taken out of our actual bank account, so we can't record them there we need to record them here, and then you're going to see how they're going to net out to the total net payroll which is the amount that comes out of our bank account and once we have that in place it's a simple entry we write the check out of our bank account the offset is the payroll clearing account which will then zero out, and you'll see how this works as I demonstrate it for you so let's go over to excel this is a typical of what a summary payroll report might look like within your pair report this was a lot of pages a lot of reports the one you're going to be looking for is one that kind of lays out the information as follows as you see here on screen, and it gives you the summary and if we were just entering payroll and in the summary form this is all you would need to get the payroll entered but since we're going to want to enter the detail here we need the details and what that means is in that report that you get from your payroll company you're going to get something which gives you each individual paycheck listed out now what I've done is give you an example in Excel that lays it out in a way that makes it easy for our purposes here for data entry purposes now this template is going to be available for sale on my knowledge store so if you want you can download it and what I'm finished I'm going to blank all this out, so you can take the information off your...

People Also Ask about

What is a PFS by aicpa?

The American Institute of CPAs (AICPA) established the Personal Financial Specialist (PFS™) credential for CPAs who specialize in various areas of financial planning.

What experience do you need for aicpa pfs?

5 years of full-time business experience (or 7,500 hours equivalent) in personal financial planning. The experience must be in any of the 12 areas that make up the PFP Body of Knowledge, found in the PFS Credential Handbook.

How many CPA CFP are there in the US?

Currently, 7,601 CPAs hold the CFP certification, making up slightly less than 12% of the total number of CFPs in the country, ing to the Certified Financial Planner Board of Standards Inc. Another 5,065 hold the PFS designation.

What is the CPA mentorship program?

Your mentor is a CPA member who volunteers to share their experience and expertise to help you become a successful CPA. Your mentor will meet with you at least twice a year throughout your work term to discuss your competency development. They can also help you identify further development strategies.

What is the rule 201 AICPA?

AICPA Code of Conduct Rule 201 requires that members provide professional services with competency. In the delivery of personal financial planning services, a member shall adhere to the following Principles of Professional Conduct.

What experience do you need for AICPA pfs?

5 years of full-time business experience (or 7,500 hours equivalent) in personal financial planning. The experience must be in any of the 12 areas that make up the PFP Body of Knowledge, found in the PFS Credential Handbook.

What is CPA PFS?

A Personal Financial Specialist (PFS) is a certification for certified public accountants (CPAs) that allows them to expand their expertise and offerings to include financial planning and wealth management.

What is the PFS body of knowledge?

The Personal Financial Planning (PFP) Body of Knowledge (BOK) is an outline of the technical knowledge that a CPA financial planner should be expected to know to competently practice in personal financial planning.

What does PFP mean in accounting?

The Personal Financial Planning (PFP) Body of Knowledge (BOK) is an outline of the technical knowledge that a CPA financial planner should be expected to know to competently practice in personal financial planning.

What is a PFS by AICPA?

The American Institute of CPAs (AICPA) established the Personal Financial Specialist (PFS™) credential for CPAs who specialize in various areas of financial planning.

What is PFP in accounting?

Many Professional Accountants venture into Personal Financial Planning ( PFP) because it is a logical extension of tax and accounting services. It also broadens the scope of a Professional Accountant's practice and provides new opportunities for generating revenue.

What is PFP in financial services?

Certification.

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What is cpapfs mentor bprogramb handbook?

The cpapfs mentor bprogramb handbook is a guidebook that provides information and guidelines for mentors participating in the cpapfs mentor program.

Who is required to file cpapfs mentor bprogramb handbook?

Mentors who are participating in the cpapfs mentor program are required to file the cpapfs mentor bprogramb handbook.

How to fill out cpapfs mentor bprogramb handbook?

To fill out the cpapfs mentor bprogramb handbook, mentors need to complete all the necessary sections and provide accurate information about their mentoring activities.

What is the purpose of cpapfs mentor bprogramb handbook?

The purpose of the cpapfs mentor bprogramb handbook is to serve as a reference and resource for mentors, helping them understand the program's expectations and requirements.

What information must be reported on cpapfs mentor bprogramb handbook?

The cpapfs mentor bprogramb handbook requires mentors to report details about their mentoring sessions, goals, progress, any challenges or issues faced, and any additional information as specified by the program.