New York Chapter

June 2017 Article Archives

CPAFMA's ACE Award Recipient Announced

CPAFMA's ACE Award Recipient Announced

Published June 30, 2017

Norman D. Saale, PAFM, Chief Operating Officer with McDermott & Miller and now Lutz employee in Grand Island, Nebraska, received the CPA Firm Management Association’s ACE (Achievement, Commitment, Excellence) Award at its June 2017 National Practice Management Conference in Fort Worth, Texas. During the awards presentation, Robert E. Biddle, Jr., PAFM, outgoing CPA Firm Management Association (CPAFMA) President, noted Saale’s ...

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It's Client Development Time

It's Client Development Time

Published June 5, 2017

After the crush of busy season is over, it’s the perfect time to get out and have meaningful discussions with your clients. Discussions that go beyond the technical or project that you’ve recently working on with them. Questions that probe wants, fears, pains and build rapport on a personal level. Get an update on how their business is doing. Find out about what their kids are up to. Learn what their growth plans are for the ...

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This Portland, Oregon Startup Wants to Eliminate the Pain of Time Tracking and Help You Find Those Lost Hours

This Portland, Oregon Startup Wants to Eliminate the Pain of Time Tracking and Help You Find Those Lost Hours

Published June 5, 2017

Every CPA has a method for tracking and logging time, whether it's pen and paper, an Excel spreadsheet, or entering directly into invoicing or accounting software. All these methods have one thing in common - they're a pain. Manual time entry is tedious and interrupts your workflow, yet the tracking of time is essential to your business. "I love tracking and logging my time," said no CPA, ever.  There are direct costs to the pain of time ...

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Summer & Flexible Working Arrangements

Summer & Flexible Working Arrangements

Published June 5, 2017

As the weather warms, schools are out and vacation plans are finalized, there will be those wanting to work flexible hours. Many firms adopt summer schedules that strike a balance between meeting client needs and extending employee benefits for additional time out of the office. Some firms have formalized programs such as closing the entire office every Friday afternoon or establish a 980 work schedule (work 80 hours in 9 days with every other ...

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Can You Lead a Horse to Water?

Can You Lead a Horse to Water?

Published June 5, 2017

Did you know that horses can help you unlock your leadership potential?  The Washington DC CPAFMA Chapter spent a day at the Days End Farm Horse Rescue (www.defhr.org) with the p.Link Equus coaching team (www.plinkcoachingcenter.com) of Gretchen Pisano, Renee Sievert and Helen Samson Mullen learning about horses and what they have to teach us about leadership and teamwork.  What a great way to learn outside the box not to mention out ...

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