Atlanta Chapter

Welcome to the Atlanta Chapter of CPAFMA

Events

Upcoming Events  |  MAPCasts
2024 Technology Series MAPCast with Roman Kepczyk
April 25 - December 17, 2024

2024 Technology Series MAPCast with Roman Kepczyk

The accounting profession is quickly transforming due to technological innovation. However, this shift requires both accountants and firm managers to acquire new skill sets. The 2043 Technology Series will include FOUR educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency.

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Value of Data to Manage Your CPA Firm
June 5 - September 5, 2024

Value of Data to Manage Your CPA Firm

$99 Members | Free PAFM | $180 Non-Members (one fee for all 3 MAPCasts, and recordings of all) PresentersJana Cinnamon, Partner, Chief Operating OfficerDon Kreye, Business Development ManagerSteve McDonald, CPA, Managing Partner Abdo has met with over 200 firms in the past two years to discuss how firms are currently accessing practice management data / challenges of data integrity / how firms can implement best practices to ensure efficient ...

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Happenings

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Remembering Don Scholl

Remembering Don Scholl

Apr 02, 2024

CPAFMA is saddened to announce the passing of one of its founding members, Donald Scholl. Don created the Association for Accounting Administration in 1984, along with industry consultants Clifford Brownstein and Gene Cohen, and served as its first president from 1984-1986. He continued to serve the Association as an Advisory Board Member through his retirement in 2009, setting up what would become today’s CPAFMA. Don is especially ...

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2024 CPAFMA Technology Survey Findings Released

2024 CPAFMA Technology Survey Findings Released

Jan 02, 2024

The CPA Firm Management Association recently concluded the 2024 IT Survey designed to identify the technology that member firms are using and the trends impacting their accounting firms in the year ahead. The survey was conducted between November 28 and December 12, 2023, with 140 firms participating*. The survey is representative of CPAFMA membership with 91% having 10 personnel or more and 40% (56 firms) having multiple offices. Two survey ...

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CPAFMA Announces Raines and Tonkowich to Board

CPAFMA Announces Raines and Tonkowich to Board

Jan 10, 2024

CPA Firm Management Association, leading the management of CPA firms by empowering and equipping them to success, today announces the addition of two board members. CPAFMA welcomes Jeremy Raines and Jon Tonkowich. Jeremy Raines has over 15 years’ worth of experience in a variety of high-growth industries working in business operations management, five and a half years’ worth of experience serving as Director of Operations for CPA ...

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WISP Required! Key Components in Your Firm’s Written Information Security Plan*

WISP Required! Key Components in Your Firm’s Written Information Security Plan*

Jun 13, 2023

While the FTC Safeguards rule designed to protect financial and PII (personally identifiable information) has been around for decades, as of June 9, 2023, compliance of various components including a WISP became mandatory!   While primarily targeted at companies maintaining more than 5,000 client records (think tax returns), certain safeguard components are required for firms with less than 5,000 records such as the use of multi-factor ...

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2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released

2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released

Dec 20, 2022

The CPA Firm Management Association completed its 2023 Digitally Driven (Paperless) Benchmarking Survey in December 2022 to find out the status of digitally driven office practices in member firms for the 2023 busy season. This “paperless” benchmarking survey has been conducted every two years since 2003 to help identify digital trends that member firms are adopting within their practices.  This year 126 firms participated in ...

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