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January 2018 Article Archives

2018 CPAFMA IT Benchmark Survey Findings

Published on January 25, 2018 by Roman Kepczyk, CPA.CITP, CGMA, PAFM, Xcentric

The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was conducted in December 2017 to determine what information technology firms would be utilizing in 2018 and compared to the results from 2016 where appropriate.  This survey further highlighted the unique nature of CPAFMA member firms which tend to be medium and larger sized firms.  174 CPAFMA members participated, 88% of which had 10 or more personnel and 40% (70 firms) were multi-office.   The findings of the survey are summarized below and presented by CPAFMA Advisory Board Member Roman Kepczyk via MAPCast on Wednesday, January 24, 2018. A podcast is available on the website.


The Power of Workflow

Published on January 18, 2018

True process efficiency requires an evaluation of current processes and technologies. Blending technology and process together creates a workflow that translates into better client service, increased productivity, and increased profitability. In this session, we’ll discuss how workflow technology can provide multiple benefits to the firm, its staff, and its clients.

Session: Friday, January 19, 2018 | 1:00 PM - 2:00 PM CST