New York Chapter

December 2017 Article Archives

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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The Holidays Are Upon Us!

The Holidays Are Upon Us!

Published December 22, 2017

The holidays are upon us! Christmas is a joyous time at my office. We look forward each year to our annual Christmas party, going ice skating as a team with our families and participating in our gingerbread house making/ugly sweater contests. I’ve included a few pictures to show you the magic that occurs around my fabulous firm. We really “deck the halls” around here! As you have probably deduced, the theme I’ve ...

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The Growing Role of a Firm Manager: From Admin to Executive

The Growing Role of a Firm Manager: From Admin to Executive

Published December 22, 2017

The dynamics of the practice and operations in CPA firms today have become infinitely more complex, creating a challenge for firms that are resistant to change. Many firms have a managing partner that functions more as a high-level firm administrator or firm manager than a leader of the firm. Resistance to letting go of management and administrative duties by managing partners results in less than effective leadership for the firm. Is it not the ...

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