ConvergenceCoaching Partner and Co-Founder Jennifer Wilson Inducted into CPA Practice Advisor Accounting Hall of Fame
Jennifer Wilson is the first woman to join the group whose members are thought leaders and influencers in the public accounting profession. Allan D. Koltin, CEO of Koltin Consulting Group and prior inductee into the CPA Practice Advisor’s Accounting Hall of Fame commented, “I can’t think of anyone more deserving for this honor than Jennifer Wilson. She is a visionary and thought leader that has impacted so many firms ...
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Tax Season Debrief Considerations
One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled immediately after the tax deadline while the experience is still fresh in your personnel’s minds. This will also allow adequate time to evaluate new processes and applications before the next ...
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2019 Digitally Driven Firm Survey Results
In recognition of the evolving trends in digital operations, the CPAFMA 2019 Digitally Driven Firm Survey - formerly the CPAFMA Paperless Benchmarking Survey, the longest running paperless benchmarking survey in the accounting profession - was conducted as an update to the Association's 2017 survey. This important resource has been updated to provide you with the valuable, consistent benchmarking that we've all come to rely on through CPA ...
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Promulgate a Learning Curve
All of us are aware that we are living in an environment of accelerating technological change and that if we can’t adapt our accounting practices to take advantage of these business and technological opportunities we will certainly find our firms at a competitive disadvantage in the future. So, what is your firm doing about this today? The solution is not to wait and see, but to develop a proactive effort to identify, implement ...
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CPAFMA Launches Missouri Chapter
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 ...
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