New York Chapter

July 2021 Article Archives

CPAFMA Announces 2021 Firm Manager of the Year

CPAFMA Announces 2021 Firm Manager of the Year

Published July 31, 2021

During the CPA Firm Management Association's National Practice Management Conference, held in partnership with the AICPA & CIMA ENGAGE 2021 event, July 26-29, CPAFMA announced the recipient of it's 2021 Firm Manager of the Year Award.  The award will be presented in-person during the Association's CONNECTIONS2022 event, June 21-24 in Portland, Maine when everyone is able to be together in-person.

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5 Opportunities for Upgrading the Firm's Tech Stack

5 Opportunities for Upgrading the Firm's Tech Stack

Published July 15, 2021

One of the top strategic priorities in every firm I have worked with in the past year is the development of their CAAS (Client Accountant and Advisory Services) service capabilities.  In addition to identifying niche expertise and segments to deliver targeted future services, these firms are actively learning advisory, facilitation, and marketing skills with a focus on directing their clients towards improving their businesses.  Much ...

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