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National Practice Management Conference - You Can Still Save!

National Practice Management Conference - You Can Still Save!

Published May 13, 2019

Save with promo code ENG19CPAFMA - Business strategy. Global economics and politics. Inspiring leadership. Every part of your day is touched by some aspect of these big-picture issues. Explore the impact during the CPAFMA National Practice Management Conference with access to AICPA ENGAGE keynote sessions -  Monday, June 10IRS Commissioner Charles RettigThe Fat Tail: The Power of Political Knowledge for Strategic Investing by Ian ...

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Roman Kepczyk Expands Role with Right Networks as Director of Firm Technology Strategy

Roman Kepczyk Expands Role with Right Networks as Director of Firm Technology Strategy

Published May 1, 2019

HUDSON, N.H (November 2, 2018) – Accounting technology leader Roman Kepczyk, recently named to Accounting Today’s list of "Top 100 Influential People" for the 13th year, has expanded his role with Right Networks as Director of Firm Technology Strategy. Kepczyk, a veteran of Xcentric, which was acquired by Right Networks in 2017, has spent more than 30 years helping firms throughout North America effectively use information ...

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ConvergenceCoaching Partner and Co-Founder Jennifer Wilson Inducted into CPA Practice Advisor Accounting Hall of Fame

ConvergenceCoaching Partner and Co-Founder Jennifer Wilson Inducted into CPA Practice Advisor Accounting Hall of Fame

Published April 29, 2019

Jennifer Wilson is the first woman to join the group whose members are thought leaders and influencers in the public accounting profession. Allan D. Koltin, CEO of Koltin Consulting Group and prior inductee into the CPA Practice Advisor’s Accounting Hall of Fame commented, “I can’t think of anyone more deserving for this honor than Jennifer Wilson. She is a visionary and thought leader that has impacted so many firms ...

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Tax Season Debrief Considerations

Tax Season Debrief Considerations

Published April 22, 2019

One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled immediately after the tax deadline while the experience is still fresh in your personnel’s minds.  This will also allow adequate time to evaluate new processes and applications before the next ...

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2019 Digitally Driven Firm Survey Results

2019 Digitally Driven Firm Survey Results

Published January 7, 2019

In recognition of the evolving trends in digital operations, the CPAFMA 2019 Digitally Driven Firm Survey - formerly the CPAFMA Paperless Benchmarking Survey, the longest running paperless benchmarking survey in the accounting profession - was conducted as an update to the Association's 2017 survey. This important resource has been updated to provide you with the valuable, consistent benchmarking that we've all come to rely on through CPA ...

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