We have a client who is no longer working with our firm. She is asking that we delete all her files, old returns, personal information, etc. We have a policy to keep all of this information for clients (and former clients) for 10 years. We thought ...
Here is our policy on it: CPA Exam Each member of the professional accounting staff is expected to complete the CPA Examination and procure their certificate as quickly as possible. A staff member should sit at least once per year until all parts have ...
We are also using YakChat in Teams for our text MFA. We are on a plan that has paid for a group of numbers that they provide. We've been able to use the same number for a couple of different services without there being any issues. I set this up for our ...
If you missed the 2025 Member Town Hall, you can watch ...
Press Release [LEXINGTON, Ky., Jan. 9, 2025] CPA ...
A virtual member meeting led by our 2025 Board Chair, ...
The CPA Firm Management Association recently concluded ...
CPAFMA is excited to announce our 2025 call for committees, ...
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