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CPAFMA's ACE Award Recipient Announced

Norman D. Saale, PAFM, Chief Operating Officer with McDermott & Miller and now Lutz employee in Grand Island, Nebraska, received the CPA Firm Management Association’s ACE (Achievement, Commitment, Excellence) Award at its June 2017 National Practice Management Conference in Fort Worth, Texas. During the awards...
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PCPS Next Generation Firm Leader Self-Assessment

Firm leaders set the tone for the entire firm, with research showing that firm leaders are the most critical component in retaining great talent who in turn deliver outstanding client service. Assess your behaviors in 6 key areas of engagement using the PCPS Next Generation Firm Leader Self-Assessment tool to identify...
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Rallying the Troops: Inspiring Excellence Throughout the Firm Webinar

Rallying the Troops: Inspiring Excellence throughout the Firm (Cool Culture Counts Series)July 20, 2017 at 2:00 PM EDT Do you love what you do? Having a passion for your work is just the first step in building a great firm culture. You also need to channel that passion and energy into client and employee experiences that will...
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It's Client Development Time

After the crush of busy season is over, it’s the perfect time to get out and have meaningful discussions with your clients. Discussions that go beyond the technical or project that you’ve recently working on with them. Questions that probe wants, fears, pains and build rapport on a personal level. Get an update on...
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This Portland, Oregon Startup Wants to Eliminate the Pain of Time Tracking and Help You Find Those Lost Hours

Every CPA has a method for tracking and logging time, whether it's pen and paper, an Excel spreadsheet, or entering directly into invoicing or accounting software. All these methods have one thing in common - they're a pain. Manual time entry is tedious and interrupts your workflow, yet the tracking of time is essential to your...
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Summer & Flexible Working Arrangements

As the weather warms, schools are out and vacation plans are finalized, there will be those wanting to work flexible hours. Many firms adopt summer schedules that strike a balance between meeting client needs and extending employee benefits for additional time out of the office. Some firms have formalized programs such as...
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2018 CPA Firm Management Association's National Practice Management Conference in partnership with AICPA ENGAGE

June 11 - 14, 2018
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MAPCast: Lean Six Sigma: Improve Tax Process Workflow & Document Management
October 26, 2017
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MAPCast: IT Trends and Disrupters
October 31, 2017
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NorCal Chapter: Open Roundtable
November 2, 2017
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MAPCast: BDO Alliance USA and CPAFMA Connection
November 2, 2017
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Baltimore Chapter: Leading the Transformation from Tried and True to Modern Day Professionalism
November 3, 2017
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Washington DC Chapter: Leading the Transformation from Tried and True to Modern Day Professionalism
November 3, 2017
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MAPCast: How to Mentor Properly and Effectively
November 7, 2017
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SoCal Chapter: Annual Workshop - Cyber Security and Liability: Your Accounting Firm Has A Target On Its Back!
November 9, 2017
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Minnesota Chapter Meeting
November 16, 2017
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Michigan Chapter: November Chapter Meeting - HR Tips & Tricks / Employment Engagement
November 16, 2017
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Florida Chapter: Open Forum for Firm Managers
November 17, 2017
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MAPCast: A Conversation with AICPA and Association Chair Kimberly Ellison-Taylor
November 22, 2017
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Northeast Chapter Meeting
December 6, 2017
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SoCal Chapter: Holiday Luncheon
December 7, 2017
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MAPCast: How to Raise the Bar of Leadership at All Levels
January 9, 2018
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