2017 CPA Firm Management Association's National Practice Management Conference
June 20 - 23, 2017
More Details

MAPCast: Optimizing Workflow & Document Management Efficiency
June 1, 2017
More Details

MAPCast: Avoiding Risk in CPA Firm Mergers
June 12, 2017
More Details

MAPCast: Making a Convincing Case Effectively
July 12, 2017
More Details

Ohio Chapter Meeting
July 21, 2017
More Details

Ohio Chapter Meeting
September 22, 2017
More Details

Missed a MAPCast?
PODCast archives are available.
Order Now



The Ohio Chapter keeps detailed minutes of each meeting.
Read Minutes

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...
Read More

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...
Read More

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...
Read More

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...
Read More

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...
Read More

Read More News