#StudioExchanges
How does it integrate with CCH or Thomson products? ------------------------------ Tricia Duncan Jones & Roth Eugene OR (541) 687-2320 ------------------------------
We use LC Vista. Happy to chat about it. ------------------------------ Tricia Duncan Jones & Roth Eugene OR (541) 687-2320 ------------------------------
I'm Director of Operations and a non-equity partner in our Firm. Happy to chat. I am a CPA and started my path that way. About 1/2 way through my career, I shifted to career coaching, team development, strategic planning internally. I worked ...
I started with my firm as Firm Administrator and was promoted to Director of Operations. I'd be happy to chat if you think it would be helpful! ------------------------------ Ronda Lawson, PAFM Bregante + Company LLP Pleasanton CA 925-416-0550 ---- ...
Thanks for posting this question. I would be interested in seeing how other firms have outlined this path. ------------------------------ Elizabeth Marty-Dalli LLI Advisory Group Cranford NJ 9083580509 ------------------------------
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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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