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Overcoming Pricing Objections Tool

Overcoming Pricing Objections Tool

Published February 6, 2018

Are you concerned about how to handle pricing objections from clients or prospective clients? Most will pay reasonable fees for quality, valuable service so it's important to have conversations to help address any concerns. This document provides some tips to guide the dialogue. This PCPS Overcoming Pricing Objections Tool is an example of the turnkey practice management tools and resources PCPS delivers.  PCPS is an add-on firm membership ...

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2018 CPAFMA IT Benchmark Survey Findings

Published January 25, 2018

The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was conducted in December 2017 to ...

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CPAFMA Announces the Graduation of its First Leadership Institute

CPAFMA Announces the Graduation of its First Leadership Institute

Published December 22, 2017

The CPA Firm Management Association is proud to announce the graduation of its first Leadership Institute Class. Nineteen professionals from CPA firms across the country completed the program in mid-November 2017. The half-year long program is designed to put CPA firm leaders through instruction and discussion to provide them with information and best practices to assist them in managing and leading their firms and serving as leaders in the ...

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Stop Turning Wrenches, Turn Up Value

Stop Turning Wrenches, Turn Up Value

Published December 22, 2017

How will you show your value to your firm as an IT person?Keeping the servers going? Making sure the backups are working? How about making sure you are legal on licensing?All of these things are important but are they valued or commoditized? We both know the answer to this but unfortunately, it’s those things that take up most of your time.How about engaging various technology vendors to save 8% on your IT budget? What about rolling out a ...

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Moving through CPAFMA

Moving through CPAFMA

Published December 22, 2017

My name is Michael Mariano, I am the Director of Membership and Growth for the CPAFMA. More importantly, I am a new board member. Since the day I heard about CPAFMA (known then as AAA), I have been steadily moving through this wonderful organization. At first, I knew about the CPAFMA, and just the idea of it was inspiring to me – an organization devoted to helping me to learn how to do my new job, and it was cooperative in nature. Coming ...

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