#StudioExchanges
Hello - Our Firm implemented CCH Work Flow just this past Fall, and this is our first tax season with the new software. Our Firm prepares financial statements as well, and this has become a little cumbersome when assigning and moving tasks if the client ...
We are a small firm of about 25 employees looking into a firm provided Employee Assistance Program for mental wellness. Our insurance provider has an EAP option, however it is very costly and after a workshop with a local counselor, they offered us a ...
Hi Julie, We run credit checks on all employees from intern up to Partners, including operations. As others have also mentioned, we do this post offer, alongside our background check to stay compliant. Similar to Nick Magone, we too have rescinded ...
Hi Juli, We do not run credit checks for any level. Shelley ------------------------------ Shelley Morell, PAFM Teed Saunders Doyle & Co. Fredericton NB Canada ------------------------------
We run credit checks, for all level of employees, after an offer has been accepted. It is for all employees because all employees have some level of access to sensitive client financial data and PII. It is post-offer because that's how it needs to be ...
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Registration is now OPEN for Connections 2026! Click here to register now.
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The 2026 CPAFMA Technology Survey is closing today, and this is your last chance to participate. As firm technology continues to evolve at a rapid pace, it’s more important than ever for all members to share what tools you’re using, what’s working, and where you’re headed next.
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Otherwise, please take a few minutes today to complete the survey and make sure your firm’s voice is included.
The November New Member Exchange has been rescheduled to Tuesday, December 2nd at 3:30 pm ET.
The New Member Exchange is for new CPAFMA Members to virtually network and learn more about their membership benefits.
This event is optional, but we hope that you join us! New Members received a calendar invite. Please RSVP for effective scheduling.
New Members, we will see you next week!
Join us for a three-part CPAFMA HR Webinar Series, featuring presenters Sandra Wiley (Boomer Consulting), Tamera Loerzel (ConvergenceCoaching), and Amy Boston (threology). Each high-impact, one-hour session will dive into essential HR topics like hiring strategies, recruitment best practices, and emerging 2025 workforce trends—all designed to help your firm stay ahead in today’s competitive talent landscape.
Earn CPE credit while gaining actionable insights you can implement right away.Choose to register for the full series or select individual webinars that best fit your needs.
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Join CPAFMA's track at the AICPA ENGAGE 2025 Conference, held in Las Vegas this June. What’s on the horizon for the profession? That’s the multimillion-dollar question, and it’s what our thought leaders think about nonstop.
Tap into their answers, insights and forecasts during CPAFMA CONNECTIONS2025 (formerly known as CPAFMA’s National Practice Management Conference). You’ll learn precise next steps to push your business forward and emerge as an indispensable part of your firm’s practice management.