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IT Considerations in M&A
Are you looking at a merge? How does your firm look? Information technology impacts every aspect of accounting firm production yet is often an afterthought when considering a merger or acquisition. Roman will share real-world examples of successful and unsuccessful merger integrations including “gotcha” spoilers that could have easily been avoided.
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2021 National Practice Management Conference at ENGAGE
What’s on the horizon for the profession? That’s the multimillion-dollar question, and it’s one that our thought leaders think about nonstop. Tap into their answers, insights and forecast during the CPAFMA National Practice Management Conference. You will learn precise next steps to push your business forward and emerge as an indispensable part of your firm’s practice management. Your advantage during our collaboration with the AICPA ...
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Annual Security Update
Hackers continue to get smarter every day, using social media to get to know your clients very well. Is your technology in need of an update? Join Roman H. Kepczyk, CPA.CITP, CGMA, PAFM to put together your Checklist of the latest breaches of Information Technologies.
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Post-COVID Tax Season Survey Findings
Right Networks conducted the 2021 Post-COVID Tax Season survey including participation of CPAFMA members to find out about their experience with tax production and applications through this pandemic year and to understand expectations going forward into a post-COVID world. The survey was completed by 285 firms with 77% of respondents being firm owners and senior management. The majority of respondents were in firms larger than 10 members and ...
A Rare Opportunity to Hear from Two of the Most Influential Thought Leaders in the World
Take advantage of our exclusive virtual event, “Exploring New Frontiers: An Evening of Innovative Ideas”, by registering for the 2021 CPAFMA National Practice Management Conference in conjunction with ENGAGE. The event will feature NASA engineer for Jet Propulsion Labs, Adam Steltzner, Virgin Group founder and entrepreneur, Sir Richard Branson, as the keynote speakers, and will ...
Identity Theft on the Rise! Protect Your Personnel
The latest Federal Trade Commission (FTC) report pointed out that just under 1.4M people in the US had their identities stolen in 2020, which was double the number of the previous year. Many of these thefts led to the creation of fraudulent driver’s licenses, passports, health insurance cards, and other government identification but most thefts led to financial fraud with a whopping 394,280 ID thefts specifically targeting ...
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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 ...