Formerly known as
The Association for Accounting Administration

Total Members: 1633 (2 online)
Total Posts: 7705

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Are You An Emerging Leader Within the CPA Firm Management Profession?

As part of our Strategic Plan, we are looking to engage more “emerging leaders”.  Now that can be a nebulous term but we are loosely defining it as an individual with up to five years of leadership experience in a CPA firm management role.   The individual must be employed by a CPAFMA member firm.  We want to engage...
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ACE Award Nominations Accepted

This annual award is presented by the CPA Firm Management Association (CPAFMA) and has been awarded to some of the country's most experienced and respected firm practice managers since its inception in 1989. The ACE Award -- which stands for Achievement, Commitment and Excellence is awarded to firm management professionals who...
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PCPS Engagement Review Tool

You're wrapping up engagements, so take some time to get feedback from your clients. You can improve your relationships with clients and identify opportunities to improve your processes using the PCPS Engagement Review Tool from the Trusted Client Advisor Toolbox. This PCPS Engagement Review Tool is an example of the turnkey...
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Random Thoughts and Ideas

Random Though #1 - It is hard to believe but I am more than three quarters of the way through my term as your Chair of this great organization and I am very grateful for this honor. Random Thought #2 - For some of us, we are wrapping up tax season; for others, we have been busy with calendar year end audits; and others, with...
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Fort Worth: Where the West Begins!

As you know, the CPAFMA 2017 Conference will be in Fort Worth, Texas this year. Since Fort Worth is where I “hang my hat” and most people think of Dallas rather than Fort Worth, I thought I’d take a few minutes to describe what awaits you! This is of course in addition to the amazing CPAFMA Conference...
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Are You Going to Join Me at the National Practice Management Conference?

We are excited that we are about two months away from the 2017 National Practice Management Conference. As CPAFMA's Director of Education, I want to let you know that there are a lot of exciting activities planned while we are in Fort Worth and I’m sure we will have a few surprises for you. If you are still debating on...
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What Does 2017 Have in Store for You?

So many good things happened for me professionally to make 2016 a great year and I’m excited for what 2017 will bring!  A few of the highlights of my amazing 2016 included our firm’s best year ever, a booming tax season, the decision to open a third office location (which will come to fruition in 2017), my 25th...
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2017 CPA Firm Management Association's National Practice Management Conference

June 20 - 23, 2017
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SoCal Chapter: The Good, Bad & Ugly of Busy Season 2017!
April 27, 2017
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Illinois Chapter Meeting
April 27, 2017
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Washington DC Chapter: The Good, The Bad, The Ugly
April 27, 2017
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NorCal Chapter Meeting
April 27, 2017
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MAPCast: CPAFMA PechaKucha: A 30-Minute Overview of Our Association
April 28, 2017
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Northeast Chapter Meeting
May 5, 2017
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Michigan Chapter: May Chapter Meeting: IT Update with Roman H. Kepczyk, CPA

May 11, 2017
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Washington DC Chapter: Equus Leadership Session
May 18, 2017
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Ohio Chapter Meeting
May 19, 2017
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Washington DC Chapter: Leading the Transformation from Tried and True to Modern Day Professionalism
May 19, 2017
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MAPCast: Optimizing Workflow & Document Management Efficiency
June 1, 2017
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MAPCast: Making a Convincing Case Effectively
July 12, 2017
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Michigan Chapter: July Chapter Meeting - National Conference Highlights
July 13, 2017
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Illinois Chapter Meeting
July 20, 2017
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Ohio Chapter Meeting
July 21, 2017
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