CPAFMA Happenings and Latest News - Page 2

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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Eight Reasons CPA Firms Should Consider Moving to the Cloud

Eight Reasons CPA Firms Should Consider Moving to the Cloud

Published May 13, 2019

The 2018 CPA Firm Management Association (CPAFMA.org) IT Benchmark Survey found that more than half of responding association member firms had moved the majority of their applications and IT Infrastructure to cloud/hosted application providers instead of building and maintaining networks themselves.  Read below as to why this trend is accelerating and why your firm should be considering the move before you replace your existing ...

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Roman Kepczyk Expands Role with Right Networks as Director of Firm Technology Strategy

Roman Kepczyk Expands Role with Right Networks as Director of Firm Technology Strategy

Published May 1, 2019

HUDSON, N.H (November 2, 2018) – Accounting technology leader Roman Kepczyk, recently named to Accounting Today’s list of "Top 100 Influential People" for the 13th year, has expanded his role with Right Networks as Director of Firm Technology Strategy. Kepczyk, a veteran of Xcentric, which was acquired by Right Networks in 2017, has spent more than 30 years helping firms throughout North America effectively use information ...

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ConvergenceCoaching Partner and Co-Founder Jennifer Wilson Inducted into CPA Practice Advisor Accounting Hall of Fame

ConvergenceCoaching Partner and Co-Founder Jennifer Wilson Inducted into CPA Practice Advisor Accounting Hall of Fame

Published April 29, 2019

Jennifer Wilson is the first woman to join the group whose members are thought leaders and influencers in the public accounting profession. Allan D. Koltin, CEO of Koltin Consulting Group and prior inductee into the CPA Practice Advisor’s Accounting Hall of Fame commented, “I can’t think of anyone more deserving for this honor than Jennifer Wilson. She is a visionary and thought leader that has impacted so many firms ...

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