How Realization Can Be a False-Positive
Trending thought leaders today dismiss realization as something non-important, yet so many firms still use the metric as central to their firm's management and compensation. In this 60-minute MAPCast led by a nationally recognized consultant, Guy Gage of PartnersCoach and Alan Alexander, Chief Operating Officer of Jackson Thornton, participants will hear about an approach that uses realization differently. Instead of it being a measure of ...
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Technology Series with Roman Kepczyk, CPA.CITP, CGMA, PAFM
SAVE THESE DATES: 4/29/2021- 7/30/2021 The age of technology in accounting has truly arrived and impacts every aspect of an accounting firm. Don't miss this Technology Series that will include SIX educational 60-minute sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy with Right Networks. Topics include Your Tax Season Debrief, Strategic Technology Outlook, Remote Work / Collaboration, CAAS ...
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Tax Season Debrief
SAVE THE DATE! April 29, 2021 1:00 PM - 2:00 PM EST Join us for this 60-minute MAPCast to learn more about optimizing your firm’s tax production processes and be amongst the first to preview the Right Networks’ Nationally released post-busy season survey during the session! Presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks.
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Sales Isn’t A Dirty Word When Used with Accounting But We’ll Call It Business Development To Make You Feel Better
This 90-minute MAPCast for those responsible for the management of a CPA firm and for the continued development of business for the firm will provide insights as to why “sales” should not be seen as a dirty word when used in the accounting profession.
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Has Your Firm Applied for .CPA Yet? If So, Are You Planning to Use It?
If you are in the 20% of firms your size that have not applied for .CPA, it is important for you to listen to the following video overview from Erik Asgeirsson, Roman Kepczyk and Bill Reeb on why you should register at least your firm’s name prior to January 15th. This video also addresses the top questions being asked by CPA firms.
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CPAFMA National Practice Management Conference Agenda: Impact Begins with Influence
Are you as excited for CPAFMA's 2021 National Practice Management Conference as we are? This year we are partnering with AICPA's ENGAGE, the biggest accounting event of the year and it will be here before you know it, June 8-10, and the updated agenda is now available. To reward our early registrants, we’re offering a limited-time discount - sign up today and you’ll save $100. ENGAGE brings together ten tracks focused on a ...
Recent Mergers and Acquisitions: New Year Brings Flurry of Activity
The new year has kicked off with a lot of activity in the M&A area. Please share your news with CPAFMA so we can share with fellow members. Aprio LLP, Atlanta-based IPA 100 firm is expanding its presence in the Northeast by merging in Tarlow & Co. of New York. Founded in 1940, Tarlow serves businesses and individuals across the tri-state area and in key markets across the U.S. As part of the deal, Tarlow’s team members, including ...
2021 Digitally Driven (Paperless) Benchmark Survey Results
The CPA Firm Management Association completed their 2021 Digitally Driven (Paperless) Benchmarking Survey in December 2020 to find out the status of digitally driven office practices in member firms for the 2021 busy season. This "paperless" benchmarking survey has been conducted every two years since 2003 to help identify digital trends that medium and larger firms are adopting within their practices. This year 124 firms participated in the ...
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Are You Looking to Join a Cohort of Firm Managers of Like Firm Size?
Are you looking to join a cohort of CPA firm managers of like firm size? CPAFMA has developed Studio Exchanges with you in mind! This offering is free to everyone within a member firm who has management responsibilities.