Home

Latest Discussions From CPAFMA's All Member Community

  • We are looking to expand into other areas of our state and would like to put out "feelers" for potential firms looking to sell in a specific area. Does anyone have a sample letter that they use to market to other firms for potential acquisitions? ------------------------------ ...

  • Hello Amanda, Would you be willing to share your communication that you send out to your former clients about the removal of their documentation from their portal?  We are moving from Document/Portal on Premise to Document/Portal Axcess after May 18th ...

  • Is anyone incorporating any additional questions in the employee performance review to gauge where staff are at regarding this past year?  If so, what type of questions are you asking?  We try to ask a couple questions each performance review relating ...

Polls


Happenings

Upcoming Events


Most Active Members