May 2019 Article Archives

Bill Reeb Inducted as AICPA Chair

Bill Reeb Inducted as AICPA Chair

Published May 22, 2019

The American Institute of CPAs announced that Bill Reeb, chief executive of management consulting firm Succession Institute in Austin, Texas, is the new chair of the AICPA. Reeb was elected to a one-year, volunteer post by the AICPA Governing Council, which wrapped up its annual spring meeting in Washington, D.C., on May 21, 2019. Tracey Golden, an audit partner with Deloitte, was voted in as the AICPA vice chair. Reeb said the ...

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National Practice Management Conference - You Can Still Save!

National Practice Management Conference - You Can Still Save!

Published May 13, 2019

Save with promo code ENG19CPAFMA - Business strategy. Global economics and politics. Inspiring leadership. Every part of your day is touched by some aspect of these big-picture issues. Explore the impact during the CPAFMA National Practice Management Conference with access to AICPA ENGAGE keynote sessions -  Monday, June 10IRS Commissioner Charles RettigThe Fat Tail: The Power of Political Knowledge for Strategic Investing by Ian ...

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Understanding Cloud Options for CPA Firms

Understanding Cloud Options for CPA Firms

Published May 15, 2019

If you’re a small CPA firm (think 10-50 employees), your IT scenario is probably as follows: You have a local IT consultant or MSP that you rely on and trust to help you make the right IT decisions for your firm. Perhaps you have someone in-house to help with desktop support (either a dedicated person or the employee who is stuck being the go-to for support in addition to his or her regular job), and every so often, when faced with an IT ...

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

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

Published May 13, 2019

For more than two decades, our singular focus has been to partner with CPA firms to identify and implement digital tools and processes so those firms can more effectively serve clients.  Busy seasons provide a respite where we “sharpen the saw” with advanced technical training, profession/peer topic exploration, reviewing new applications, and re-visiting existing solutions. This past busy season we were introduced to Atwul ...

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CPAFMA Announces Slate of Officers and Directors for 2019-2020

CPAFMA Announces Slate of Officers and Directors for 2019-2020

Published May 13, 2019

CPAFMA's 2019 Nominating Committee, chaired by Bob Biddle, PAFM with Bowman & Company LLP, recently presented to the National Board the following slate of candidates for the 2019-2020 Board of Directors. All nominations were done in accordance with the bylaws in regards to eligibility requirements. The following members of CPAFMA have been nominated by the Nominating Committee to serve as officers for a one-year term or directors ...

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