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Leadership Institute 2.0 Launched

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Understanding Cloud Options for CPA Firms

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

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News Articles

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BDO Alliance Workshop and Networking Event Being Held on June 10 with CPAFMA National Practice Management Conference

Published on March 13, 2019

BDO Alliance USA, paired with the CPA Firm Management Association and the Association for Accounting Marketing, will be hosting a workshop for their members on June 10th at the MGM Grand Las Vegas just prior to the start of the AAM Summit and CPAFMA National Practice Management Conference, which have partnered this year with the AICPA's ENGAGE Conference.

Exclusively designed for BDO Alliance USA members attending these events, this half-day session will offer presentations and roundtable discussions on a variety of topics specific to marketers and firm administrators. Cost of attendance is $20, which includes the lunch, workshop and cocktail reception.

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2019 Digitally Driven Firm Survey Results

Published on January 07, 2019

In recognition of the evolving trends in digital operations, the CPAFMA 2019 Digitally Driven Firm Survey - formerly the CPAFMA Paperless Benchmarking Survey, the longest running paperless benchmarking survey in the accounting profession - was conducted as an update to the Association's 2017 survey. This important resource has been updated to provide you with the valuable, consistent benchmarking that we've all come to rely on through CPA Firm Management Association. Thank you to Roman Kepczyk, Right Networks for spearheading this project.

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Promulgate a Learning Curve

Published on December 20, 2018 by Roman H. Kepczyk, Right Networks

All of us are aware that we are living in an environment of accelerating technological change and that if we can’t adapt our accounting practices to take advantage of these business and technological opportunities we will certainly find our firms at a competitive disadvantage in the future.  So, what is your firm doing about this today?  The solution is not to wait and see, but to develop a proactive effort to identify, implement and standardize best practices and tools by institutionalizing a culture of learning.  Below we list our top tips that promote your firm building an effective learning culture.

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CPAFMA Launches Missouri Chapter

Published on October 09, 2018

The CPA Firm Management Association (CPAFMA) is proud to announce the launch of the CPAFMA Missouri Chapter, serving firm managers throughout the state. Championed by Amanda Simmonds of Brown Smith Wallace LLP in St. Louis, firm managers recently gathered at the Missouri Society of CPAs' offices where Andrew Grow, Director of Membership & Business Development helped identify potential leaders and spread the word about the Society's partnership with the Association. The new chapter has been created with the support of seven founding member firms, chief operating officers, firm administrators and practice managers in the state. CPAFMA's Missouri Chapter is empowering all CPA firms to thrive by expanding knowledge, sharing experiences, achieving through collaboration, influencing leadership and envisioning possibilities. 

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Kimberly Fitzgerald, PAFM Honored with ACE Award

Published on September 10, 2018

Kimberly Fitzgerald, PAFM, Director, Firm Administrator with Squire, Lemkin & Company LLP in Rockville, Maryland, received the CPA Firm Management Association’s ACE (Achievement, Commitment, Excellence) Award at its June 2018 National Practice Management Conference held in partnership with AICPA ENGAGE in Las Vegas, Nevada.

During the awards presentation, Jane Johnson, MBA, CMPE, PAFM, outgoing CPA Firm Management Association (CPAFMA) President, noted Fitzgerald’s skills in professionally managing Squire, Lemkin & Company’s practice, including managing the administrative staff, overseeing all firm financial transactions and reporting, troubleshooting IT systems in coordination with the firm’s IT consultants as well as handling all human resource matters.  She works closely with the managing partner as well as other partners in all aspects of firm management.

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Sarah Snell Recognized as a Phenomenal Woman Under 40

Published on August 27, 2018

On Thursday, September 13, the Girl Scouts of the Jersey Shore will celebrate its third annual Phenomenal Women Under 40 recognizing the emerging women leaders of our community. One of those to be recognized is CPAFMA member and recent CPAFMA Leadership Institute graduate, Sarah Snell, CPA, PAFM, Firm Administrator with Holman Frenia Allison, P.C.  Honorees include:

Michelle J. Casserly with Hackensack Meridian Health/Meridian Health Foundation
Erin Chiaravalloti with The Rumson Country Day School
Kimberly Clark with Pinelands Regional School District
Jessica Easton with St. Denis D.O.V.E.S & Seabrook
Laura Grunin with The Jay & Linda Grunin Foundation
Meghan Kane with Clean Cheats LLC
Shani Love with YMCA of Western Monmouth County
Samara Porter O’Neill with PorterPlus Realty
Kelly Servodio with CG Healthcare Solutions
Jamie L. Sheridan with UBS Financial Services
Sarah Snell with Holman Frenia Allison, P.C.

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Loss Control & Risk Management Webinar Series

Published on July 27, 2018

At McGowanPRO Professional Liability Insurance Brokers, we want to be more than an insurance policy for clients and friends. As a partner with CPAFMA, we would like to invite members to join us in participating in a risk management webinar series. There are four different topics available by four different presenters over four months! One a month and 60 minutes each and provides NASBA approve CPE credit to the participant. Participating firms may also be eligible for premium credit on their professional liability insurance. The presenters are attorneys and experts in their field. Each webinar is intended to educate in such a way as to lower exposure by providing risk management tools to the CPA firm. Please see this flyer for details.

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Because You Are Busy

Published on July 02, 2018

"Precise and concise!" "Very insightful, useful and motivating." "Very easy to complete."

The AICPA PCPS/CPA.com National MAP Survey team listened to what CPAFMA members were saying about the survey and have delivered. The survey lets you benchmark your firm in key operational areas against top national and regional firms. It's also been simplified and takes less time than ever before to complete.

The CPA Firm Management Association is encouraging firms of all sizes to complete the survey before it closes on July 16.

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Former CPAFMA National Chair to Head DFK Canada

Published on June 26, 2018

The head of one of the best performing accounting firms in North America and former National Chair of the CPA Firm Management Association has been appointed President of DFK Canada. 

Nigel Jacobs, CEO of Taylor Leibow, is the new leader of the national group of DFK International, the top ten global accountancy association.

He officially took over from Andrew Logan, Senior Partner of Teed Saunders Doyle, at the annual conference of DFK Canada held in New Brunswick in June 2018.

Chad Knippel, Partner at Kingston Ross Pasnak, was made President elect and Beth Porter, Partner at Noseworthy Chapman, was welcomed as Vice President, becoming the newest member and first woman to serve on its executive committee.

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CPAFMA Announces 2018-2019 Leadership Team

Published on June 08, 2018

CPAFMA's 2018 Nominating Committee, chaired by Janine Zirrith, PAFM with Wilkin & Guttenplan, P.C. in East Brunswick, NJ, recently presented their slate of officers and directors to the organization's National Board for ratification. The slate was unanimously accepted.

The following members of CPAFMA have been nominated by the Nominating Committee to serve as officers for a one-year term or directors for a three-year term, beginning July 1, 2018. The Association thanks all of members submitting their name for nomination. The committee felt the decision was extremely difficult however it shows that CPAFMA has a membership with a dynamic and experienced leadership base.

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