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  • 2021 Digitally Driven Firm Survey Results

    By: Kimberly A. Fantaci Kimberly A. Fantaci , 4 days ago

    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.

  • What is it Really Like to Have Unlimited PTO?

    By: CPAFMA HQ CPAFMA HQ , one month ago
    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. Kim Fitzgerald, PAFM, Firm Administrator with Squire, Lemkin + Company, LLP will explain the due diligence she has taken in looking at various progressive PTO policies for her firm over the last few months; Jeanie Price, PAFM, Partner with DeLeon & Stang, CPAs & Advisors recently adopted a Discretionary Time Off policy and will review their implementation process and the reactions from both their staff and leadership; and Larry Sheftel, PHR, SHRM-CP, PAFM, Vice President-Human Resources with Aprio will share his support for their DTO policy and why their firm was one of the early adopters of the progressive policy. 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.

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    .cpa Domain: Clearing Up Confusion Regarding Basic Activation Requirements

    By: Kimberly A. Fantaci 2 months ago

    There has been some confusion surrounding the activation requirements of the .cpa domain since the AICPA launched the program on September 1. The following was recently outlined as the Basic Activation Requirements effective November 1, 2020. Basic ...

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    August 2020 Confab on Diversity, Inclusion & Equity References PCPS D&I Toolkit

    By: Kimberly A. Fantaci 5 months ago

    From the August 2020 Confab on Diversity, Inclusion & Equity, several members noted the usefulness of the PCPS Diversity & Inclusion Toolkit.  CPAFMA is proud to be an alliance partner with PCPS and share the following table of contents of their ...

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    Transitioning in a Year of Nothing Normal

    By: Kimberly A. Fantaci 6 months ago

    Our dear CPAFMA friends – what a year this has been!  My time on the CPAFMA board has been so magnificent and although I have another year as Immediate Past Chair, I feel compelled to list some accomplishments we’ve made over the past seven years! ...

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    Make Sure Every Voice is Represented - And Heard

    By: Kimberly A. Fantaci 6 months ago

    Firms recognize the value in diversity and inclusion, but implementation can be challenging. If you’re asking yourself, Where do I start?, complete our Accounting Inclusion Maturity Model . This FREE assessment tool measures 13 competencies in four ...

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    CPAFMA Launches 2020 Firm Manager Compensation Survey

    By: Kimberly A. Fantaci 7 months ago

    The CPA Firm Management Association is conducting an informal  compensation survey . The survey is intentionally designed to be efficient and provide information needed by firms regarding the firm manager position.   Completing the survey ...