Congratulations Julie! ------------------------------ Mark Pickett Director of Strategic Accounts Truss Claremont CA 213-823-2103 ------------------------------
Hi everyone, In the new year I will be assuming additional responsibilities, regarding Operations of the firm. I was wondering if any Firm Administrators had a job description, they'd be willing to share. What are some duties you do on a weekly, monthly, ...
Hi Becky, We have a policy related to our production bonuses and work with our teams to determine the amount they're shooting for or willing to commit to each year. We also update it monthly for them to have control or better understanding of their ...
📢 You're Invited: Complete the CPAFMA Technology ...
Upcoming Webinar: AICPA 2025 MAP Survey Results – What ...
Join CPAFMA for a dynamic 4-part webinar series focused ...
Please register to join us for a Firm Management discussion ...
Open Call for Board Nominations! Fill out this form ...