2026 Firm Management Series
Join CPAFMA for a 3-part webinar series that follows your firm's talent through every stage of the career cycle – from the early career professionals you need to keep, to the future rainmakers you need to develop, to the leaders preparing to hand off their life's work. Each session gives CPA firm leaders and administrators practical strategies to bridge generational differences, build business development skills earlier, and plan ...
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What Early Career Professionals Actually Want: A Data-Backed Guide to Generational
53% of professionals report experiencing friction at work due to generational differences. This workshop will explore the needs of today's early career professionals based on over 20,000 collected data points. We'll address the different expectations professionals have around candid communication, which ties into giving difficult feedback and talking about work-life balance. Participants will leave with actionable recommendations to build ...
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The Firm Administrator's Playbook for a Frictionless Tax Season
This session is designed for firm administrators, COOs, practice managers, and partners who own tax season operations but may not touch tax software directly. Every tax season, the same bottlenecks resurface: staff chasing clients for missing documents, status buried across email and spreadsheets, and delivery steps that eat hours per return. We'll walk through what an end-to-end tax workflow actually looks like — from client intake ...
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Developing the Next Generation of Rainmakers
As partners retire, firms are left wondering who will create the next generation of growth. Rainmaking can no longer be something a few naturally gifted partners know how to do. Firms need to intentionally develop the communication, relationship-building, commercial and business development skills their future leaders will need. Most importantly, they need to start much earlier in an accountant’s career.This session will help firm ...
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View All ArticlesThe Hidden Cost of "Everyone Pitches In"
Introduction: The Wake-Up Call at the Retreat Picture this: You're the Managing Partner of a thriving CPA firm that's ridden a wave of exponential growth. Just a few years ago, you had 2 partners and 10 employees. Today? 5 partners and 50 staff. Revenue is soaring, clients are pouring in, and the firm feels unstoppable. You tell yourself you're handling the administrative and operational side just fine—everyone pitches in, right? It's ...
Message from the 2026 CPAFMA Chair
Dear CPAFMA Members, It is with honor and excitement that I step into the role of Chair for 2026. My CPAFMA journey began in 2014, thanks to the encouragement of my firm partners who recognized the value of connecting with a community of forward-thinking professionals. Through every career adventure and transition, CPAFMA has remained my anchor helping me grow as a leader, a professional, and a person. The friendships and connections I’ve ...
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2026 CPAFMA Technology Survey Findings Released
The CPA Firm Management Association (CPAFMA.com) completed their 2026 Digitally Driven Firm survey in December 2025 to identify the technologies and applications firms are adopting and using going into the upcoming busy season. With the obvious impact that AI is having on changing the technology landscape at an increasingly faster pace, this year’s survey consolidated alternating hardware and software surveys into a single survey to be ...
CPAFMA Seeks Candidates for the Board of Directors
CPAFMA is looking for leaders to serve as members of the Board of Directors. Such leaders should: • Have a vision for CPAFMA • Support and embody the values and mission of CPAFMA in elevating the profession• Be willing to invest the extra time necessary to serve CPAFMA • Demonstrate prior service and contribution to CPAFMA and the profession• Be supported in this service to CPAFMA by their firm Application Deadline ...