Southern California Chapter

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2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released

2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released

Published December 20, 2022

The CPA Firm Management Association completed its 2023 Digitally Driven (Paperless) Benchmarking Survey in December 2022 to find out the status of digitally driven office practices in member firms for the 2023 busy season. This “paperless” benchmarking survey has been conducted every two years since 2003 to help identify digital trends that member firms are adopting within their practices.  This year 126 firms participated in ...

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Hybrid is Here to Stay: How to be Successful

Hybrid is Here to Stay: How to be Successful

Published December 13, 2022

What does ‘hybrid’ mean?No one thought this would happen—the embrace of hybrid operations.  As hybrid operations transform the meaning of the office changes, and professionals are interacting with the office in new ways.  For example, 69% of financial services companies expect to allow up to 60% of their staff to work remotely at least one day per week after the pandemic.  Prior to the pandemic, only 29% of ...

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How to Nurture Office Culture in the New Hybrid World

How to Nurture Office Culture in the New Hybrid World

Published December 12, 2022

Since the pandemic hit, many accounting and advisory firms have had to rapidly pivot to a new way of working. Let’s be clear, firm professionals want to work from home (WFH). 1 in 3 remote workers say they would seek new employment if they were required to return to the office. While there was ample skepticism at first, and a short transition period to get used to a new mode of operating, firms and employees made remote work successful.

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It is Time for Firms to “Learn Fast” with a Return to Office

It is Time for Firms to “Learn Fast” with a Return to Office

Published October 26, 2022

Overthinking is slow and not helping advisory and accounting firms move forward. At the writing of this, we are in day 912 of the remote working experiment. Habits are forming that are difficult to unform. If firms are serious about the importance of in-office culture, networking and mentorship, then it’s time to take a page from the book of innovation and learn fast.

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