CPAFMA Testimonials

  • Expanding Knowledge
  • Sharing Experiences
  • Achiving Through Collaboration
  • Influencing Leadership
  • Envisioning Possibilities

CPA Firm Management Association is the one representative voice of the profession. The Association leads CPA firm management by empowering all CPA firms to thrive while expanding knowledge, sharing experiences, achieving through collaboration, influencing leadership and envisioning possibilities.

Meet the People

Members and former members of CPA Firm Management Association not only receive tremendous benefits from their membership, they are not shy when it comes to promoting the organization’s successes.

These are only a few examples of how CPAFMA members have used the resources available through the association to support their firms and advance their careers. If members are ever in need, we recommend they call CPAFMA first. It could possibly save a lot of time and effort.

CPAFMA Members

When I started at this firm 18 years ago one of the very first things I did was search for a professional CPA firm peer organization.  I found AAA (now CPAFMA) and have been a member ever since.  I appreciate the value the organization brings to the profession and the opportunity to interact and share information with others in my role.

I attended the CPAFMA National Conference as a first-time attendee.  I thoroughly enjoyed the conference; moreover, the take-away was invaluable.  This conference brought together professionals that shared best practices, strategies and practical tools for firm successes, I will be back!

Our firm has been active in the Indiana Chapter of the Association for Accounting Administration since 1990. Initially, I was a bit reluctant to believe that we would reap recognizable benefits from the organization, since, by comparison to other member firms, we were a small firm.

I can now say, without reservation, that the benefits of this organization substantially exceed the costs in both dollars and out-of-office time. I would strongly encourage managing partners to attend at least one chapter meeting and would highly recommend their attendance at a National Practice Management Conference. Only then can they witness first-hand the wealth of management knowledge and experience that this group of administrators possesses and are unconditionally willing to share.

Our firm administrator just returned from her eighth National Conference and her membership in this network of administrators brings a whole new resource to our firm.

"Great Asset"

I want to take this opportunity to praise the organization for the good work that it has done in the past and continues to do. I have been involved with accounting firm administration for approximately three and one half years now, and prior to that, I was involved in law firm administration for approximately ten years. In the three and one half years that I have been a member of the CPAFMA, I have found it to be a great asset. Initially the organization helped me to get familiar with all of the industry standards and benchmarks. It has kept me informed on all new happenings in the industry and I have been able to meet a lot of good people who have been willing to share that knowledge. The annual conferences and the regional meetings are excellent in that we are able to spend several days and concentrate solely on accounting firm administration. No other group or organization specifically offers that in such a concentrated form. I have also had the opportunity to meet and develop friendships with other administrators throughout the United States and have utilized those friendships in various ways over the past several years. I also find that the periodicals and special projects that are published are very informative and have addressed many timely subjects.

At last year’s national conference, I attended the sessions on employment law. Not only was I able to use the speaker's handouts to bring our firm into compliance with ADA, but I have also put on seminars for several client groups and provided them with a very detailed handout. The clients love the hands-on, step-by-step material.

While attending a chapter meeting, I learned of unpublicized special discounts being granted by our professional liability insurance carrier. After follow-up calls and letters, I received a decrease of $16,000 on our renewal premium!

When our firm decided to prepare and process 1040s in-house on our new network, we encountered problems at the outset. Using the CPAFMA resources, I located a firm using the same software in much the same way. After talking with their firm administrator, we put our network administrators together and the problems were solved over the phone. The result was minimum downtime with an estimated value of $20-30,000.

CPAFMA has helped many administrators advance their careers. Three administrators who were recently named principals gave CPAFMA much of the credit for their promotions. The resources they used to support profession growth are available to all CPAFMA members. When a firm in Michigan lost a partner in the midst of tax season, another member (both in the same chapter) who had dealt with a similar loss was able to offer advice and active assistance.

Upcoming Events

2021 National Practice Management Conference at ENGAGE
July 27 - 29, 2021

2021 National Practice Management Conference at ENGAGE

What’s on the horizon for the profession? That’s the multimillion-dollar question, and it’s one that our thought leaders think about nonstop. Tap into their answers, insights and forecast during the CPAFMA National Practice Management Conference. You will learn precise next steps to push your business forward and emerge as an indispensable part of your firm’s practice management. Your advantage during our collaboration with the AICPA ENGAGE: In-depth coverage of firm managers’ top challenges; Take-home deliverables that make your time worthwhile; and Conversations with fellow CPAFMA members and accounting firm management peers.

More Information  
IT Considerations in M&A
July 8, 2021

IT Considerations in M&A

Are you looking at a merge? How does your firm look? Information technology impacts every aspect of accounting firm production yet is often an afterthought when considering a merger or acquisition. Roman will share real-world examples of successful and unsuccessful merger integrations including “gotcha” spoilers that could have easily been avoided. 

More Information  
Michigan Chapter Meeting: Social Media Best Practices
July 15, 2021

Michigan Chapter Meeting: Social Media Best Practices

Please join us for the Michigan Chapter's first in-person meeting in over a year, Social Media Best Practices! The meeting will feature social media expert and CEO of Digital Mitten, Jeff DeHaven, as the guest speaker. Participants will learn how to effectively utilize social media platforms, and get to enjoy a delicious grilled lunch, drinks, and appetizers after the event. About the Speaker: Jeff's passion for digital marketing began right ...

More Information  
View All Upcoming Events