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Working Remote: Why a Document Management System is Imperative Today
Field of Study: Business Management and Organization Program Level: Basic CPE Credit: 1 Credit Hour Program Description In this interactive webinar, attendees will learn why a document management system is imperative today, especially in a remote work environment. Guest speakers Jeff Rozovic and Kevin Sharma will discuss how firms that choose to invest in an document management system provide themselves with the foundation to ...
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How Firm Metrics and Real-Time Data Can Drive Results, Increase Employee Satisfaction and Reduce Turnover MAPCast
Are you feeling challenged by increased staff turnover and high employee burnout due to Covid-19? You're not alone. Many firms are facing unprecedented challenges during these trying times, and need real time data on key employee/firm metrics to drive results, increase employee satisfaction, and grow employee retention. If you are interested in how you can lighten your workload, and create a more productive and efficient workspace, please join ...
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Leadership Institute 2.0
Firm managers are called to be leaders – by the best traditions of the accounting profession, by standards of professional responsibility, and by the expectations of the communities in which they work and live. And yet, until recently, there has been little attention given to leadership training for those responsible for the day-to-day management of CPA firms as they enter the profession and begin to develop the skills necessary for their ...
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Document Management: On-Premises or Cloud?
Field of Study: Information Technology Program Level: Basic CPE Credit: 1 Credit Hour Program Description: There is much to consider when choosing the best software hosting method for your firm, as there is no "one size fits all" solution. While one firm may be best suited for an on-premises solution, another firm may find a cloud or hybrid solution works best. In this session, guest speakers Don Emery and Kevin Sharma will explore ...
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Businesses with 100 or More Employees May Soon Be Subject to Vaccine Mandate
On Sept. 9, 2021, President Biden announced, as part of his “Path out of the Pandemic” Action Plan, a forthcoming OSHA Emergency Temporary Standard (ETS) which will require employers with 100 or more employees (projected to impact over 80 million workers) to mandate all employees be vaccinated or produce a negative COVID-19 test at least once per week prior to being permitted to report to work.
CPAFMA Announces 2021 Firm Manager of the Year
During the CPA Firm Management Association's National Practice Management Conference, held in partnership with the AICPA & CIMA ENGAGE 2021 event, July 26-29, CPAFMA announced the recipient of it's 2021 Firm Manager of the Year Award. The award will be presented in-person during the Association's CONNECTIONS2022 event, June 21-24 in Portland, Maine when everyone is able to be together in-person.
Jackson Thornton's Alexander Named Chair of CPA Firm Management Association
Alan Alexander, CPA, PAFM was named Chair of the CPA Firm Management Association on July 29, 2021 at the CPAFMA's National Practice Management Conference, held in partnership with the AICPA ENGAGE 2021.
5 Opportunities for Upgrading the Firm's Tech Stack
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 ...
Post-COVID Tax Season Survey Findings
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 ...