Why Xcentric Pays CPAFMA Dues for Clients
More than thirty years ago I began my transition into the administrative role within my firm and it was obvious I needed help. While I had been a CPA doing taxes, accounting work, and helping others understand personal computers, overseeing the administrative and technology management of the firm was a little outside my wheelhouse. The firm’s newly appointed Managing Partner and I attended the then-AAA National Conference together with the ...
Read MoreNAPLIA Now McGowanPRO
As you may have heard, CPAFMA Vendor Member, North American Professional Liability Insurance Agency, LLC (“NAPLIA”) has entered into an asset purchase agreement with McGowanPRO (A Division of McGowan & Company, Inc.)(“McGowan”). Under the agreement, NAPLIA transferred its client relationships (policies and policyholders) to McGowan. McGowan is one of the oldest, largest, and most well-respected firms of its ...
Read MoreA Lot of Exciting Things!
Welcome to fall! Most people associate the season of spring with the words rejuvenation and excitement. But, here at CPAFMA, we have a lot of exciting things happening now. At our conference in June, I spoke to you about leadership. Recently, I had the privilege of attending a luncheon that included a keynote address by Maryum “May May” Ali, daughter of Muhammad Ali. Maryum’s field of passion is social work, specifically in ...
Read MoreIrma Gerd!
Hurricane Irma wreaked havoc for us Florida folks and so many other coastal areas. As a family, you get supplies as needed, fill up the gas tanks, secure your home, etc. Believe me, my family took all of those precautions such as boarding up windows, making sure our generator was up and running and picking up large items from the yard that could pose a threat. We ended up making it through the storm okay, with a little mini-area war zone left in ...
Read MorePerformance Indicators to Keep Your Firm Healthy and Happy
While the rest of the firm is crunching numbers for clients, CPA firm administrators are generally charged with creating conditions to achieve certain performance numbers and results. Many firm administrators have their favorite key performance indicators. Some are from the traditional pool, such as realization, utilization, revenues, and client satisfaction. Some are more non-traditional metrics. Whatever your preference, here are some potent ...
Read More