Insights
2016 CPAFMA Technology Survey Findings-Workstations
The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers. Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions. The survey was…
Read More2016 CPAFMA Technology Survey Findings-Administrative Technology
The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers. Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions. The survey was…
Read More2016 CPAFMA Technology Survey Findings-Audit & Accounting Technology
The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers. Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions. The survey was…
Read MoreCritical Thinking
Many skill sets are needed as professionals enter the workforce. As I travel around the country to conferences and meet with clients, one concern seems to bubble to the top. The lack of critical thinking skills. I would challenge the reading audience to consider this has nothing to do with age, but possibly more with…
Read More2016 CPAFMA Technology Survey Findings-Tax Technology
The CPA Firm Management Association* recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers. The survey was conducted in January 2016, with 140 members participating, 90% of which had between 11 and 149 personnel and almost half being multi-office. …
Read MoreWhy Do You Care Where I Work? Six Reasons to Go Virtual
Firms must move – and move now – to support virtual work environments. I’ll admit I’m biased. For fifteen years, I have run a completely virtual business. When not on the road speaking, teaching or consulting, each of our team members works from home in cities across the country. From our inception, the information assets…
Read MorePeople at the Center of CPA Firm 2015 Top Issues
The CPA Consultants’ Alliance (CPACA), a group of thought leaders working together to further leadership within the CPA profession, recently held its annual meeting to discuss the most pressing leadership challenges facing the CPA profession and identify solutions to address these challenges. Following the meeting, CPACA members were asked to comment on the single most…
Read MoreDebrief Tax Season with these Five Questions
The Dust has Settled. April 15th is over a month behind you. Your people have probably had a chance to take at least a short breather before getting back into the swing of things. While this past busy season is still fresh in everyone’s mind, now is a great time to debrief and figure out…
Read More13 Leadership Insights & Tips for CPA Firms
The CPA Consultants’ Alliance (CPACA), a group of thought leaders working together to further leadership within the CPA profession, met recently to identify and discuss the most pressing leadership challenges facing the CPA profession and identify solutions to address these challenges. Following the meeting, CPACA members were asked to identify the single most significant leadership…
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