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Type: Posts; User: Sharon Trabbic

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    Hi Mary, Thanks for reaching out to the board....

    Hi Mary,
    Thanks for reaching out to the board. I'd like to echo what Tiffany said - it seems like you are doing all the right things. You shouldn't feel alone - we have had a similar problem in...
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    Hi Shaylah! Welcome! Don't feel alone - we're...

    Hi Shaylah! Welcome! Don't feel alone - we're here for you - most of us have been in that boat before - trying to figure out what our role is - and it's constantly evolving. We had a change in...
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    Welcome Jillene! We’re glad you’re here! Please...

    Welcome Jillene! We’re glad you’re here! Please feel free to reach out anytime you have a question or provide an answer to another member.
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    Welcome to CPAFMA Sheila and Jaime! Echoing Bob...

    Welcome to CPAFMA Sheila and Jaime! Echoing Bob and Tiffany's comments... please feel free to ask questions and search for answers at this site. I hope to meet you in person sometime soon! Also,...
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    Welcome Maryanne! I know you'll benefit from your...

    Welcome Maryanne! I know you'll benefit from your membership in CPAFMA (and AAM) and hope you'll return to this Q&A forum anytime you have a question. I hope to meet you in person soon!
  6. Innovation or Transformation Committee at Your Firm?

    There has been a lot of discussion lately about Innovation and Transformation. The big firms all have committees looking at every process in the firm to see if the client and/or employee experience...
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    Hi Ben! So glad to have you join us! The...

    Hi Ben! So glad to have you join us! The Michigan chapter occasionally holds meetings in Lansing - hope you'll be able to make a few of them. Reach out any time- we're all here to help each other...
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    I think that Bamboo HR is a great product. We...

    I think that Bamboo HR is a great product. We looked at it last year, but didn't go with it. Instead we chose Mangrove, which integrates with our payroll software provider's program. We didn't want...
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    Welcome, Ruth! You will find a wealth of...

    Welcome, Ruth! You will find a wealth of information from our group here - reach out any time with questions or concerns.
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    Welcome Karen! Glad you're here!

    Welcome Karen! Glad you're here!
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    Hi everyone and welcome to CPAFMA for those that...

    Hi everyone and welcome to CPAFMA for those that are new. As many have stated above, CPAFMA is a great resource to anyone in our position! Good luck and reach out anytime!
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    Yes, Kristine, they are recorded and available...

    Yes, Kristine, they are recorded and available afterward as a PODcast under the Education tab on our website. Please refer the member to the CPAFMA office at 937-222-0030 so they don't have to pay...
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    Welcome Frances! I'm also so glad the conference...

    Welcome Frances! I'm also so glad the conference in Baltimore was a good experience for you. Please reach our here anytime you have a question or just need some reassurance you're on the right...
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    Welcome Kelly! I am so glad you decided to join...

    Welcome Kelly! I am so glad you decided to join CPAFMA - you'll find a lot of camaraderie and similar situations among all of our positions and firms. I'm certain you have your hands full managing...
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    Welcome Rene'! Glad you have found us! I'll...

    Welcome Rene'! Glad you have found us! I'll send one of our directors from Texas (Ann White - she's in Fort Worth) a note that you have joined! In 2017 our Conference will be in Fort Worth so we...
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    Hi Mary! Welcome to your new role and to the...

    Hi Mary! Welcome to your new role and to the CPAFMA! I'm sure you will fill challenged but you only have to reach out to any of us through this thread or in a private message and we'll be happy to...
  17. Hi Majorie - we use GoFileRoom for document...

    Hi Majorie - we use GoFileRoom for document management, workflow (FirmFlow) and portal. It integrates nicely with CCH Practice Management and CCH ProSystem Tax. Is there a reason why you do not...
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    Amy - what a nice comment! Can we quote you?

    Amy - what a nice comment! Can we quote you?
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    Welcome Kathryn! So happy to have you as part of...

    Welcome Kathryn! So happy to have you as part of our group. Please reach out if you have any questions about AAA! Have you considered attending the national conference in June? It's a great way...
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    Hi everyone, We spent quite a bit of time...

    Hi everyone,
    We spent quite a bit of time understanding the new regs and explaining it to our team, and money on software as well. We're forging ahead to complete a 3115 for clients only with...
  21. Fabulous story about Jeanine, her skills and...

    Fabulous story about Jeanine, her skills and expertise, and nice touch about her affiliation with AAA, too! Proud moment, for sure!
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    Hi Ronda! Welcome again and congratulations on...

    Hi Ronda! Welcome again and congratulations on your new job! Hope to see you in June in San Diego.
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    Hi Brenda! Welcome to Q&AAA! I hope you find...

    Hi Brenda! Welcome to Q&AAA! I hope you find many answers to your questions here! Thank you for being such an ardent supporter of AAA - I hope you are going to make it to our conference this year...
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    Hi Larry! Welcome to the role of President for...

    Hi Larry! Welcome to the role of President for your Chapter! Those of us on the Board of Directors of AAA are thrilled when people step up and take on a leadership role in their chapter! I hope...
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    Hi Anne! We are so glad you have joined AAA! ...

    Hi Anne! We are so glad you have joined AAA! Welcome to your new role, and if there is anything we can do to help, I hope you will reach out to us through this forum, through a message or in a...
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