Recent Posts

Leadership Institute 2.0 Launched

Bill Reeb Inducted as AICPA Chair

Understanding Cloud Options for CPA Firms

Lessons Learned: The Checklist Manifesto - How to Get Things Right

CPAFMA Announces Slate of Officers and Directors for 2019-2020

Browse by Category

General News

Browse Archives

May 2019
April 2019
March 2019
January 2019
December 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
February 2018
January 2018
December 2017
October 2017
July 2017
June 2017
May 2017
April 2017
March 2017
February 2017
January 2017
December 2016
November 2016
October 2016
September 2016
August 2016
July 2016
June 2016
April 2016
March 2016
December 2015
November 2015
October 2015
June 2015
April 2015
March 2015
February 2015
January 2015
December 2014
November 2014
October 2014
September 2014
August 2014
July 2014
June 2014

December 2016 Article Archives

Download Your Firm Management New Year's Checklist

Published on December 29, 2016 by CPAFMA Leadership

Let us begin by congratulating you all on your achievements and successes this year. Our special thanks to each of you for your continued support of CPA Firm Management Association, your firm and the profession.

As we move into the New Year, we must continue to play our role in advocating for our firms, our teams, our clients and the communities we serve. The start of a new calendar year seems like an obvious time to talk about new beginnings. We are sure some of you have a New Year's resolution or two and each of us are hoping for a smooth and successful busy season!  CPAFMA has several new initiatives lined up for 2017 and your leadership team is anxious for your feedback and participation.


A Chair's Holiday Message

Published on December 20, 2016


Having recently celebrated Thanksgiving; we all have so much to be thankful for, including our families, our jobs (don’t forget to let your Managing Partner know how thankful you are), our good health (hopefully) and I would be remiss, if I didn’t thank our Board of Directors for all they do for our Association and Kim Fantaci, and her staff, for the day-to-day operations.

And as we work our way through December, I also want to wish all of you the best for the upcoming Holidays and a Happy and Healthy 2017.


CPA's Pre-Tax Season Cloud Computing Checklist

Published on December 20, 2016 by Cetrom

With 60-to-90-hour work weeks during tax season and pressing deadlines for filing or requesting extensions, there’s no room for technology troubles. But, inevitably, they crop up—VPN access goes down, shared files don’t sync properly or there’s latency accessing your accounting software. And of course, this happens when you’re at home after already putting in more than 15 hours. What if you never had to worry about this again? It’s possible… with cloud computing.


It Seems Like Just Yesterday . . .

Published on December 20, 2016 by Michael Horwitz, BDO Alliance USA

It seems like just yesterday that I attended my first CPAFMA/AAA Annual Conference. I was immediately impressed by the timely insights of the presenters and facilitators, the thoughtful nature of the breakout session discussions, and the genuinely supportive interaction of the several hundred participants.

But when I heard the glowing testimonial from Wilkin & Guttenplan’s Managing Partner Ed Guttenplan about Janine Zirrith, AAAPM, the 2005 ACE Award Winner, I was sold. Who was this Firm, and more importantly, who was this amazing woman?! I really wanted to get to know them both.


Yes, Canon Manufactures and Sells Scanners for Your Firm

Published on December 20, 2016 by Gary DeHart

CPAFMA has recently partnered with Canon to bring member firms additional support when it comes to scanners.

The Canon line of imageFORMULA scanners is designed with the user in mind. They are easy to use and come out of the box with integrations with some of the most popular software on the market. Every scanner is TWAIN and ISIS compliant meaning they will work with virtually every software you may want to connect. In the unlikely event that you have a problem with a Canon scanner, you’ll be happy to know that every scanner is supported by US based call centers.


Invest in Yourself: It Pays

Published on December 17, 2016 by Jane Johnson, MBA, AAAPM, CMPE, Grimbleby Coleman

One of the first things members of the CPA Firm Management Association (formerly the Association for Accounting Administration) discussed when forming in 1984 was certification. As many of our members cited, a designation for those managing an accounting firm would lend credibility and provide a path to gain experience and knowledge.  It is widely known that firm management requires different skills and experiences than those used in other areas of accounting.  The role is unique from firm to firm and constantly changing.


CPAFMA 2017 Paperless Benchmark Survey

Published on December 09, 2016

In recognition of the evolving trends in paperless operations, this survey is being conducted as an update to the Association's 2015 survey. This important resource will be updated to provide you with the valuable, consistent benchmarking that we've all come to rely on through CPA Firm Management Association. Results of the survey will be included in future CPAFMA articles and resources including the February CPAFMA Insights, Insightful Accountant, and a MAPCast in the New Year. Participants will be provided with an advanced copy of the article.