CalCPA Presents Grimbleby Coleman CPAs with Public Service Award for Firms
For its commitment to services to the community, the California Society of CPAs (CalCPA) has named CPAFMA firm member, Grimbleby Coleman CPAs, headquartered in Modesto, recipient of its 2016 Public Service Award for Firms. CalCPA annually presents the award to recognize a firm for its public service contributions at the local, state or national level. The award intends to encourage more CPA firms to initiate or increase their community ...
Read MoreRansomware Hits Legal Profession
According to Jorgensen & Company, a wave of ransomware is hitting lawyers on the west coast, causing state bars to issue warnings. The emails appear to be from state bar associations and reference a complaint, the details of which claim to be in an attached document. That document contains the ransomware. This isn't an unusual attack, but the apparent infection rate at small/solo firms is significant. While this ...
Read MoreSome Thoughts on Workload Compression: From a Managing Partner's Perspective
As an owner and managing partner of a 14-member CPA firm, I must accept the fact that workload compression is a part of the firm's annual calendar - understanding that I cannot totally control the challenge. I love tax season and that is not a personality defect! I get a sense of purpose from meeting our mission every year within our corporate strategy. We get to rediscover the life journey of clients in our ...
Read MoreWhy Should You Attend the National Practice Management Conference in Baltimore?
I have been a member of the CPAFMA since 1985. Yea, I know I don’t look that old…ok keep those snide comments to yourself. And my first conference was that same year in Dallas, which happened to be only the second conference overall (the first was the previous year in Philadelphia). For a number of years thereafter I missed the conference because of a scheduling conflict with partners’ meetings but I have ...
Read MoreTax Season Debrief
Right now is the time to start thinking about analyzing what went right and what went wrong this tax season and the answers will be found within your tax department. As a professional in firm management, you are uniquely positioned to help in this area because you are not bound by history. You will be able to look at the process from start to finish and make unbiased determinations of what is working and what needs work. Whether you choose to ...
Read More