Southern California Chapter

April 2016 Article Archives

Some Thoughts on Workload Compression: From a Managing Partner's Perspective

Some Thoughts on Workload Compression: From a Managing Partner's Perspective

Published April 22, 2016

As an owner and managing partner of a 14-member CPA firm, I must accept the fact that workload compression is a part of the firm's annual calendar - understanding that I cannot totally control the challenge.  I love tax season and that is not a personality defect!  I get a sense of purpose from meeting our mission every year within our corporate strategy.    We get to rediscover the life journey of clients in our ...

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Why Should You Attend the National Practice Management Conference in Baltimore?

Why Should You Attend the National Practice Management Conference in Baltimore?

Published April 22, 2016

I have been a member of the CPAFMA since 1985.  Yea, I know I don’t look that old…ok keep those snide comments to yourself.  And my first conference was that same year in Dallas, which happened to be only the second conference overall (the first was the previous year in Philadelphia).  For a number of years thereafter I missed the conference because of a scheduling conflict with partners’ meetings but I have ...

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Tax Season Debrief

Tax Season Debrief

Published April 22, 2016

Right now is the time to start thinking about analyzing what went right and what went wrong this tax season and the answers will be found within your tax department. As a professional in firm management, you are uniquely positioned to help in this area because you are not bound by history. You will be able to look at the process from start to finish and make unbiased determinations of what is working and what needs work. Whether you choose to ...

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Friends@Work

Friends@Work

Published April 22, 2016

Friends are usually something associated with things after work, but they also play a critical role with all things at work.  You’ve probably read from multiple sources that people don’t quit a job, they quit a boss.  This statement emphasizes the importance of relationships – both good and bad – and their effect on the time we spend a majority of our waking hours doing – our careers.  If you ...

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CPAFMA and INSIDE Public Accounting Need Your Help

CPAFMA and INSIDE Public Accounting Need Your Help

Published April 22, 2016

CPAFMA has once again partnered with INSIDE Public Accounting (IPA) to sponsor and promote the 2016 IPA Firm Administration Survey. The survey covers administration costs, partnership issues, compensation, charge hours, utilization, business incentives, workflow and more.   We would be grateful if you would consider participating in the survey, along with three other benchmarking surveys IPA provides to the profession. The deadline ...

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