July 2021 Article Archives
CPAFMA Announces 2021 Firm Manager of the Year
During the CPA Firm Management Association's National Practice Management Conference, held in partnership with the AICPA & CIMA ENGAGE 2021 event, July 26-29, CPAFMA announced the recipient of it's 2021 Firm Manager of the Year Award. The award will be presented in-person during the Association's CONNECTIONS2022 event, June 21-24 in Portland, Maine when everyone is able to be together in-person.
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Jackson Thornton's Alexander Named Chair of CPA Firm Management Association
Alan Alexander, CPA, PAFM was named Chair of the CPA Firm Management Association on July 29, 2021 at the CPAFMA's National Practice Management Conference, held in partnership with the AICPA ENGAGE 2021.
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5 Opportunities for Upgrading the Firm's Tech Stack
One of the top strategic priorities in every firm I have worked with in the past year is the development of their CAAS (Client Accountant and Advisory Services) service capabilities. In addition to identifying niche expertise and segments to deliver targeted future services, these firms are actively learning advisory, facilitation, and marketing skills with a focus on directing their clients towards improving their businesses. Much ...
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