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.

More Information  
2024 Technology Series MAPCast with Roman Kepczyk
April 25 - December 17, 2024

2024 Technology Series MAPCast with Roman Kepczyk

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 2043 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.

More Information  
Value of Data to Manage Your CPA Firm
June 5 - September 5, 2024

Value of Data to Manage Your CPA Firm

$99 Members | Free PAFM | $180 Non-Members (one fee for all 3 MAPCasts, and recordings of all) PresentersJana Cinnamon, Partner, Chief Operating OfficerDon Kreye, Business Development ManagerSteve McDonald, CPA, Managing Partner Abdo has met with over 200 firms in the past two years to discuss how firms are currently accessing practice management data / challenges of data integrity / how firms can implement best practices to ensure efficient ...

More Information  

Happenings

View All Articles
Remembering Don Scholl

Remembering Don Scholl

April 2, 2024

CPAFMA is saddened to announce the passing of one of its founding members, Donald Scholl. Don created the Association for Accounting Administration in 1984, along with industry consultants Clifford Brownstein and Gene Cohen, and served as its first president from 1984-1986. He continued to serve the Association as an Advisory Board Member through his retirement in 2009, setting up what would become today’s CPAFMA. Don is especially ...

Read More  

2024 CPAFMA Technology Survey Findings Released

2024 CPAFMA Technology Survey Findings Released

January 2, 2024

The CPA Firm Management Association recently concluded the 2024 IT Survey designed to identify the technology that member firms are using and the trends impacting their accounting firms in the year ahead. The survey was conducted between November 28 and December 12, 2023, with 140 firms participating*. The survey is representative of CPAFMA membership with 91% having 10 personnel or more and 40% (56 firms) having multiple offices. Two survey ...

Read More  

CPAFMA Announces Raines and Tonkowich to Board

CPAFMA Announces Raines and Tonkowich to Board

January 10, 2024

CPA Firm Management Association, leading the management of CPA firms by empowering and equipping them to success, today announces the addition of two board members. CPAFMA welcomes Jeremy Raines and Jon Tonkowich. Jeremy Raines has over 15 years’ worth of experience in a variety of high-growth industries working in business operations management, five and a half years’ worth of experience serving as Director of Operations for CPA ...

Read More  

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 ...

Read More  

Hear from CPAFMA leaders and friends of the organization as to why your firm should join the Association and support those on your team who manage the day-to-day operations of the firm.

Connect

Connect with other CPAFMA members through this interactive tool.

  Connect Now

Twitter

Join us on twitter
@cpafma