2016 CPAFMA Technology Survey Review and Results
The CPA Firm Management Association recently conducted its first 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 January 2016, with 140 ...
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O Say Can You See?
“Clearly, those involved in the accounting profession would have to agree that the most difficult job in a CPA firm is that of the Firm Administrator,” says Rich Stang, Managing Partner at DeLeon & Stang, CPAs & Advisors, in Gaithersburg, MD. Depending on the size of the firm, the firm administrator may handle human resources (new employee orientation, payroll, benefits, staff evaluations, etc.), network technology, ...
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Taking Your Firm from Ordinary to Extraordinary
Strategies to Make an Immediate Impact The profession is constantly facing significant change. Foremost in the process is a shift to focus energy and resources on the dreams, goals and desires of Generation X and Millennial team members and clients. Firms who recognize this shift and begin driving cultural change stand the best chance of remaining relevant, competitive and sustainable. As an HR professional, your job is to elevate your ...
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Just Read It!
When I need a little boost, I look to a journal I keep in Evernote. In that journal I keep a list of success quotes that I come across from time to time. One of those that keeps coming back to me from our own Rita Keller is very simple……”Read!” The application of the statement sounds easy, we have to do it a majority of our time in the office. Have to are the key words there….when it is ...
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Meet Jeanie Price, Partner and Director of Administration at DeLeon & Stang, CPAs & Advisors
Jeanie PricePartner and Director of AdministrationDeLeon & Stang, CPAs & AdvisorsWhat has been your involvement with CPAFMA?I have served as the Washington DC Chapter Co-President (many times over the years) as well as the Director of Professional Awareness on the National Board. Where are you from?My hometown is Mount Airy, Maryland How did you get into accounting/firm administration?I started out as the only administrative ...
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