CPAFMA Friends Community

Latest Discussion Posts

  • In recognition of the evolving trends in digital operations, the CPAFMA 2021  Digitally Driven Firm Survey - formerly the CPAFMA Paperless Benchmarking Survey, the longest running paperless benchmarking survey in the accounting profession - is ...

  • Our Firm requires 2,210 but encourages more. ------------------------------ Heather Denney Office Manager BMC CPAs Inc. New Smyrna Beach FL (386) 427-1333 ------------------------------

  • This guidance is intended for all Americans, whether you own a business, run a school, or want to ensure the cleanliness and safety of your home. Reopening America requires all of us to move forward together by practicing social distancing and other  ...

  • For those managing a firm in these uncertain times . . . May e-learning is on us!  Be sure to enter promo code $FREE99! at checkout to receive your free online learning experience! Upcoming MAPCasts Revitalized Operating Standards May 21, ...

  • HI, I am looking for a new employee onboarding package and new employee checklist. if any of you  can please share with me. Thank you! ______________________________________________________________________________________________________________________________________________________________________________ ...

Announcements

  • What is it Really Like to Have Unlimited PTO?


    Join us on January 19 for a one-hour MAPCast on what many call unlimited PTO, but let’s call it what it really is though, discretionary time off. Many staff hear the term and think it’s a joke and after the initial shock, come the questions and the wonder from firm managers as to how to manage this kind of policy. Traditional time-off policies consist of a set number of paid days off, which staff can use at their discretion. They accrue so many weeks of paid time off (PTO) per year, depending on their level and job tenure. Today, firms are questioning whether their current PTO policies match their culture. They trust their staff to get their work done and an “unlimited PTO policy” seems like a natural progressive fit for many. In this one-hour MAPCast, a panel of CPAFMA members will explain where their firms are with time off policies. This session will explain why metrics are a must to determine success of such a policy, the need for accountability and a people-friendly policy that works within the firm’s culture and why communication and technology must be in place well in advance. Other key factors include a well done transition plan including expectations. Participants will walk away with a draft discretionary time off policy as well as answers to frequently asked questions and a calculator showing how much a firm can save with a DTO policy. During this session participants will learn how to determine the success of a discretionary time off policy, hear about the pros and cons to discretionary time off policies and figure out how to transition from a traditional paid time off policy to a more progressive discretionary time off policy.

  • 2021 Digitally Driven Firm Survey Results


    Is your firm on the “bleeding” or stable edge of being a digitally driven firm? ...Or is your technology always lagging? Find out what digital technologies and evolving trends your peer firms are utilizing this upcoming busy season from CPAFMA Advisory Board Member and Right Network's very own Roman H. Kepczyk as he presents the findings of the 2021 CPAFMA Digitally Driven Firm Survey - formerly the CPAFMA Paperless Benchmarking Survey, the longest running paperless benchmarking survey in the accounting profession. This update, completed in December of 2020, will provide you and your firm with the valuable, consistent benchmarking this survey is known to provide. Roman will not only discuss tax department findings that firms are using this year, but will also cover audit and accounting, administration, and information technology benchmarks, as well as recommendations on trends and products he is predicting will impact the year ahead! All MAPCast participants will receive a copy of the results following the MAPCast to use when finishing your busy season technology plans and putting together your technology plan and budget for the balance of 2021 and beyond.

Latest Shared Files

Happenings

  • If you are in the 20% of firms your size that have not applied for .CPA, it is important for you to listen to the following video overview from Erik Asgeirsson, Roman Kepczyk and Bill Reeb on why you should register at least your firm’s name prior to ...

  • This program is exclusively designed to help participants professionally manage accounting firms of varying sizes. Understanding the challenges firms have faced in 2020, CPAFMA has designed this virtual Accelerator to be affordable and inclusive, providing ...

  • CPAFMA will begin hosting informal discussions and sharings that the organization is calling Confabs that will take place virtually over Zoom on the third Monday of every month at 3:30 PM ET.  The first one is scheduled for July 20, 2020. They will ...