Friday, March 24th, 2017

CPAFMA – The CPA Firm Management Association

I hope you are a member of CPAFMA. I also hope you have the opportunity to attend chapter meetings that happen around the country.

Here is where you can find a chapter near you.

I recently attended the Ohio Chapter of CPAFMA, hosted by the Ohio Society. To help you understand the value, I am listing the topics that were discussed in the after-lunch roundtable discussion. In the morning we had an amazing update about employment law, always an important topic for firm administrators, COOs, and HR Directors.

  • Practice Management Software
  • CCH Engagement vs. Thomson EngagementCS
  • Employee recognition
  • Fun things during tax season
  • Banking verifications (confirmations)
  • Competition
  • Thomson UltraTax (problems and issues)
  • Partner retirement
  • MP Transition
  • Helping partners find their seat on the bus
  • Employee time off during busy season.

If you need some answers and some quality advice from others facing the same issues – join CPAFMA.

  • "It is literally true that you can succeed best and quickest by helping others to succeed."
  • Napolean Hill

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