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Webinar
How lean processes transform today’s CPA firms thumbnail

How lean processes transform today’s CPA firms

Learn how to apply lean principles to transform the way your firm does business by watching our free, on-demand webinar, How lean processes transform today’s CPA firms, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

eBook
Smart Client Management: The New Skill Every Accounting Firm Leader Must Master thumbnail

Smart Client Management: The New Skill Every Accounting Firm Leader Must Master

In this eBook, learn what Smart Client Management is and why it’s important that you, as an accounting firm leader, understand how to practice it.

Webinar
How to host your Tax Season 2022 debrief thumbnail

How to host your Tax Season 2022 debrief

Learn how to make the most of your tax season debrief sessions by watching our free, on-demand webinar, How to host your Tax Season 2022 debrief, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

eBook
Beyond the Annual Review: How to Measure Employee Performance thumbnail

Beyond the Annual Review: How to Measure Employee Performance

Done well, measuring employee accountability can be part of a process of making a firm more human—and making employees happier, more productive and more likely to stay. In this eBook, learn why rethinking employee accountability is so important and how to review and overhaul your processes for employee evaluations.

Webinar
Outsourcing the new labor pool thumbnail

Outsourcing the new labor pool

Gene Marks shares strategies to maximize the use of outsourced resources in the current labor market.

Webinar
Solve the Workforce Challenge: Attracting and Retaining Top Talent thumbnail

Solve the Workforce Challenge: Attracting and Retaining Top Talent

Gene Marks shares tactics and strategies for solving the workforce challenge of 2022: Attracting and retaining top talent in a competitive landscape.

Webinar
Navigating Small Business Challenges in a Higher-Priced World thumbnail

Navigating Small Business Challenges in a Higher-Priced World

Get Gene Marks’ advice on overcoming the challenges of rising business expenses and supply chain issues currently plaguing small business owners.

eBook
Tax Season 2022: 6 Tips for Helping Clients Navigate the IRS Backlog thumbnail

Tax Season 2022: 6 Tips for Helping Clients Navigate the IRS Backlog

Historic IRS delays in processing tax returns have clients freaking out and calling firms in a panic. Here's how firms can calm and coach clients through the IRS backlog—and get paid to do it.

Webinar
CPAFMA’s 2022 Digitally-Driven Firm Survey Recap thumbnail

CPAFMA’s 2022 Digitally-Driven Firm Survey Recap

Learn how accounting peers responded to questions about tax workflow, digital vs. paper processes and more in Roman Kepczyk’s annual debrief of accounting’s longest-running paperless benchmarking survey.

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