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5 Opportunities for Upgrading the Firm's Tech Stack

5 Opportunities for Upgrading the Firm's Tech Stack

Published July 15, 2021

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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Post-COVID Tax Season Survey Findings

Post-COVID Tax Season Survey Findings

Published June 14, 2021

Right Networks conducted the 2021 Post-COVID Tax Season survey including participation of CPAFMA members to find out about their experience with tax production and applications through this pandemic year and to understand expectations going forward into a post-COVID world.  The survey was completed by 285 firms with 77% of respondents being firm owners and senior management.  The majority of respondents were in firms larger than 10 members and ...

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A Rare Opportunity to Hear from Two of the Most Influential Thought Leaders in the World

A Rare Opportunity to Hear from Two of the Most Influential Thought Leaders in the World

Published May 14, 2021

Take advantage of our exclusive virtual event, “Exploring New Frontiers: An Evening of Innovative Ideas”, by registering for the 2021 CPAFMA National Practice Management Conference in conjunction with ENGAGE. The event will feature NASA engineer for Jet Propulsion Labs, Adam Steltzner, Virgin Group founder and entrepreneur, Sir Richard Branson, as the keynote speakers, and will ...

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Identity Theft on the Rise! Protect Your Personnel

Identity Theft on the Rise! Protect Your Personnel

Published April 20, 2021

The latest Federal Trade Commission (FTC) report pointed out that just under 1.4M people in the US had their identities stolen in 2020, which was double the number of the previous year.  Many of these thefts led to the creation of fraudulent driver’s licenses, passports, health insurance cards, and other government identification but most thefts led to financial fraud with a whopping 394,280 ID thefts specifically targeting ...

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CPAFMA National Practice Management Conference Agenda: Impact Begins with Influence

CPAFMA National Practice Management Conference Agenda: Impact Begins with Influence

Published February 7, 2021

Are you as excited for CPAFMA's 2021 National Practice Management Conference as we are?  This year we are partnering with AICPA's ENGAGE, the biggest accounting event of the year and it will be here before you know it, June 8-10, and the updated agenda is now available. To reward our early registrants, we’re offering a limited-time discount - sign up today and you’ll save $100. ENGAGE brings together ten tracks focused on a ...

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