December 2016 Article Archives

A Chair's Holiday Message

A Chair's Holiday Message

Published December 20, 2016

Holidays 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 ...

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CPA's Pre-Tax Season Cloud Computing Checklist

CPA's Pre-Tax Season Cloud Computing Checklist

Published December 20, 2016

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 ...

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It Seems Like Just Yesterday . . .

It Seems Like Just Yesterday . . .

Published December 20, 2016

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, ...

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Yes, Canon Manufactures and Sells Scanners for Your Firm

Yes, Canon Manufactures and Sells Scanners for Your Firm

Published December 20, 2016

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 ...

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Invest in Yourself: It Pays

Invest in Yourself: It Pays

Published December 17, 2016

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 ...

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