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    RE: AI Meeting Assistants/Notetakers

    By: Kathryn Jordan , 19 hours ago

    We have used Fathom at our firm and love it! The summaries are very nice and it creates a list of action items based on who is speaking during the conversation. It's not perfect, but so far it's been pretty close. ------------------------------ Kathryn ...

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    RE: Best Practices for Client Numbering

    By: William Cornfield, CPA , yesterday

    Liz: Having worked with hundreds of firms, ranging from very small businesses to large firms like Deloitte, I can confirm that Kristine is right. It's best to avoid leading zeros and maintain a consistent number of digits for your client numbers across ...

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    Anyone an FLSA expert?

    By: Lisa Johnston, SHRM-CP , 2 days ago

    Good afternoon! I'm trying to figure out how to classify and pay our part-time Sr. Tax Accountants. They work year-round. Their hours fluctuate. Their duties meet the professional exemption standards, but not the salary basis test. Meaning they ...

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    RE: AI Firm Policy

    By: Ashley Winston , 2 days ago

    Thank you Kristine! ------------------------------ Ashley Winston Firm Director of Administration Wright Ford Young & Co. Irvine, CA (949) 910-0189 ------------------------------

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    RE: AI Firm Policy

    By: Ashley Winston , 2 days ago

    Thank you so much Jill! ------------------------------ Ashley Winston Firm Director of Administration Wright Ford Young & Co. Irvine, CA (949) 910-0189 ------------------------------

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  • Call for Committee Interest

    By: Kate McLean Kate McLean , one month ago

    CPAFMA is excited to announce our 2025 call for committees, and we invite interested members to join us. This is a unique chance to contribute to our organization's goals and make a meaningful impact within our industry. Firm members and vendor/consultant members are encouraged to apply.

    We are seeking committee members for:
    Connections Committee
    Membership Committee
    Programs Committee

  • CPAFMA Community Code of Conduct

    By: Kate McLean Kate McLean , 2 months ago

    Welcome to our online community and thank you for being part of CPAFMA. CPAFMA is committed to ensuring that CONNECT remains a welcoming venue for members to learn, share knowledge and connect with one another. To maintain this environment, it is our expectation that CPAFMA members uphold the CONNECT code of conduct. This code should not be seen as all-inclusive, but rather to give members a general idea of the guidelines one should follow. 

    Please take a few minutes to review the new CPAFMA Community Code of Conduct. Thank you for all your contributions to CPAFMA!