#StudioExchanges
Have you looked at PracticeERP.com? This is an enterprise level practice management solution and more that is being adopted by a number of top 500 firms including a couple in the top 100. It's an all in one solution that includes CRM, Client Management, ...
Hello and Happy New Year! We are considering a move away from CCH Practice Management to either Practice Pro 365 or IRIS Firm Management. We are a regional firm with approximately 475 users. If you have used either Practice Pro 365 or IRIS Firm Management, ...
Hi Julie, I have many samples of firm administrator job descriptions. Send me an email telling me the size of your firm, and I will send you some. ------------------------------ Rita A. Keller, PAFM Keller Advisors, LLC Beavercreek OH (937) 608-0202 ...
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, ...
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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.
Your responses help us:
📌 If you have already completed the survey, thank you — and please feel free to disregard this reminder.
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.
Elevate your HR game—reserve your spot today!
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.