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Roman Kepczyk Expands Role with Right Networks as Director of Firm Technology Strategy

CPAFMA 2018 Firm Manager Salary Survey Launches

CPAFMA Launches Missouri Chapter

Kimberly Fitzgerald, PAFM Honored with ACE Award

Sarah Snell Recognized as a Phenomenal Woman Under 40


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News Articles

Roman Kepczyk Expands Role with Right Networks as Director of Firm Technology Strategy

Published on November 04, 2018

HUDSON, N.H (November 2, 2018) – Accounting technology leader Roman Kepczyk, recently named to Accounting Today’s list of "Top 100 Influential People" for the 13th year, has expanded his role with Right Networks as Director of Firm Technology Strategy.

Kepczyk, a veteran of Xcentric, which was acquired by Right Networks in 2017, has spent more than 30 years helping firms throughout North America effectively use information technology and accounting applications to optimize their tax, audit and administrative production workflows. He will extend that expertise in an expanded role with Right Networks focused on both continuing to guide the firms on their journey to the cloud and providing firm input to inform the evolution of Right Networks offers.

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CPAFMA 2018 Firm Manager Salary Survey Launches

Published on October 19, 2018

It's time for the CPAFMA's 2018 Salary Survey data collection. While technology allows us to enhance the survey and receive more data, we have opted to maintain the survey's reputation of being efficient, accurate and providing the most vital information to our member firms. As always, confidentiality is our priority.

By clicking the link below, you will enter the on-line survey which will take no more than 7 minutes to complete, including the time it has taken to read this email. We are encouraging ALL members to respond by the deadline of November 19, 2018. The more participants, the more valuable the results. Note that the information is collected and compiled by a third party as confidentiality is imperative.

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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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Your Next Mission is Waiting

Published on August 27, 2018

The CPAFMA National Practice Management Conference registration is open and you can save $400 by registering before 8/31/18.

Again this year we are partnering with AICPA ENGAGE and are on a quest for knowledge.  Together CPAFMA and AICPA ENGAGE will make it easy for us to find the advanced knowledge we need.

Watch for the 2019 NPMC agenda coming soon.

Click here to register.

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Don't Miss Out - the PCPS/CPA.com 2018 National MAP Survey is Closing Today!

Published on July 31, 2018

Don't miss out on the PCPS / CPA.com 2018 National MAP Survey Closing on July 31st (that's today!)

CPAFMA is encouraging all members to complete this survey and thanks those members who have already participated. This survey will provide your firm with a unique personalized benchmarking opportunity. This year's redesigned and streamlined survey provides a comprehensive view into the state of public accounting firms today, including strategic financial benchmarking information.

Remember, there is no cost to participate and all contributors receive a FREE report focused on the most critical key performance indicators as determined by your peers.

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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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