Leading the management of CPA firms by empowering and equipping them to succeed

CPA Firm Management Association

CPA Firm Management Association is leading the management of CPA firms by empowering and equipping them to succeed by providing community + connections, inspiring to advocate + elevate, sharing resources + tools, offering education + knowledge, and exchanging strategy + implementation.

Events

Upcoming Events  |  MAPCasts
Join CPAFMA at Connections 2024 in Savannah, GA!
June 18 - 21, 2024

Join CPAFMA at Connections 2024 in Savannah, GA!

CPAFMA is hosting our standalone conference from June 18-21, 2024 in Savannah, Georgia.  Our Education Committee is hard at work planning a conference you won’t want to miss!  Who should attend??  Firm Managers, Director of Operations, HR Directors, COOs, and Partners.

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2023 Technology MAPCast Series
April 25 - December 19, 2023

2023 Technology MAPCast Series

The accounting profession is quickly transforming due to technological innovation. However, this shift requires both accountants and firm managers to acquire new skill sets. The 2023 Technology Series will include FOUR educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency. Topics include: Tax Season Debrief, Lean Firm, Security Update, and IT ...

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Happenings

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WISP Required! Key Components in Your Firm’s Written Information Security Plan*

WISP Required! Key Components in Your Firm’s Written Information Security Plan*

June 13, 2023

While the FTC Safeguards rule designed to protect financial and PII (personally identifiable information) has been around for decades, as of June 9, 2023, compliance of various components including a WISP became mandatory!   While primarily targeted at companies maintaining more than 5,000 client records (think tax returns), certain safeguard components are required for firms with less than 5,000 records such as the use of multi-factor ...

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2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released

2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released

December 20, 2022

The CPA Firm Management Association completed its 2023 Digitally Driven (Paperless) Benchmarking Survey in December 2022 to find out the status of digitally driven office practices in member firms for the 2023 busy season. This “paperless” benchmarking survey has been conducted every two years since 2003 to help identify digital trends that member firms are adopting within their practices.  This year 126 firms participated in ...

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Seeking Nominations: National Board of Directors

Seeking Nominations: National Board of Directors

April 17, 2023

Anyone interested in a position as a Director on the National Board of Directors of the CPA Firm Management Association must complete this Nominee Resume and submit it to the association's headquarters prior to the end of the day on June 1, 2023. Those desiring a position will be contacted by the Nominating Committee Chairperson and/or members of the committee with additional questions and will be required to participate in an interview process.

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Hybrid is Here to Stay: How to be Successful

Hybrid is Here to Stay: How to be Successful

December 13, 2022

What does ‘hybrid’ mean?No one thought this would happen—the embrace of hybrid operations.  As hybrid operations transform the meaning of the office changes, and professionals are interacting with the office in new ways.  For example, 69% of financial services companies expect to allow up to 60% of their staff to work remotely at least one day per week after the pandemic.  Prior to the pandemic, only 29% of ...

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Michael Mariano a PAFM from New Jersey tells firm managers why he feels their firm’s membership is a worthwhile investment. Participation also provides an opportunity to give back to the profession.

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