NAPLIA Now McGowanPRO
As you may have heard, CPAFMA Vendor Member, North American Professional Liability Insurance Agency, LLC (“NAPLIA”) has entered into an asset purchase agreement with McGowanPRO (A Division of McGowan & Company, Inc.)(“McGowan”). Under the agreement, NAPLIA transferred its client relationships (policies and policyholders) to McGowan. McGowan is one of the oldest, largest, and most well-respected firms of its ...
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A Lot of Exciting Things!
Welcome to fall! Most people associate the season of spring with the words rejuvenation and excitement. But, here at CPAFMA, we have a lot of exciting things happening now. At our conference in June, I spoke to you about leadership. Recently, I had the privilege of attending a luncheon that included a keynote address by Maryum “May May” Ali, daughter of Muhammad Ali. Maryum’s field of passion is social work, specifically in ...
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Irma Gerd!
Hurricane Irma wreaked havoc for us Florida folks and so many other coastal areas. As a family, you get supplies as needed, fill up the gas tanks, secure your home, etc. Believe me, my family took all of those precautions such as boarding up windows, making sure our generator was up and running and picking up large items from the yard that could pose a threat. We ended up making it through the storm okay, with a little mini-area war zone left in ...
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Performance Indicators to Keep Your Firm Healthy and Happy
While the rest of the firm is crunching numbers for clients, CPA firm administrators are generally charged with creating conditions to achieve certain performance numbers and results. Many firm administrators have their favorite key performance indicators. Some are from the traditional pool, such as realization, utilization, revenues, and client satisfaction. Some are more non-traditional metrics. Whatever your preference, here are some potent ...
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PCPS Next Generation Firm Leader Self-Assessment
Firm leaders set the tone for the entire firm, with research showing that firm leaders are the most critical component in retaining great talent who in turn deliver outstanding client service. Assess your behaviors in 6 key areas of engagement using the PCPS Next Generation Firm Leader Self-Assessment tool to identify opportunities for growth. This piece is from the Firm inMotion toolkit that Joel Olbricht, CPA, CGMA, Partner, OSGroup and ...
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