Financial and Admin Operations

    CPA Firm Administration 

    As one of the key employees with their fingers on the pulse of the firm, Firm Administrators work hard to insure the partners and employees work in relative ease, unaware of the efforts behind the scenes that allow them to do their jobs seamlessly.

    National MAP Survey

    Moving Guide

    Firm Administrator Role

    PCPS/TSCPA National MAP Survey Moving Guide To Whom Shall We Turn
     National, regional and firm size reports of the nation's largest practice management benchmarking survey are now available. This comprehensive moving guide will assist professionals managing CPA firms in making sound decisions regarding planning their expansion, contraction and relocation, communicating decisions to staff and clients. This guide defines the roles of Firm Administrator, Director of Operations, and Office Manager and also provides strategic information as to hiring, developing and effectively utilizing these key positions in a CPA firm.
    Highlighted Resources
    Firm Administrators are responsible for many areas of expertise within the firm. These links will provide direction to some of the tools on the PCPS website you will find most useful.

    Human Capital

    Human Capital Center

    All things related Human Resource Management, from Organizational Structure and Governance to Team Recruitment to Employee Retention and everything in between.

    Horizon Toolkit

    Firm inMotion e-Toolkit

    This toolkit expands beyond the Horizons 2025 Report and is designed to help firms stay on top of new and emerging trends, embrace generational differences and continue to meet client needs and expectations.

    Strategy and Planning

    Strategic planning is the foundation for growth and sustainability.  Be the leader in helping the firm achieve short-term and long-term goals with these tools and solutions for practice management.
    • Client Evaluation Tool and A-B-C-D Client Explanation Tool - Partners will thank you when you introduce them to the PCPS client evaluation tools, which will aid in acknowledgement of clients that are the money makers and those that are a drain on the firm.
    • Succession Planning Resource Center – Includes a comprehensive how-to guidebook, timing calculator, readiness assessment, along with comprehensive tools and templates which can be used to prepare for, plan and execute partner transitions.
    • Creating a One Page Strategic Plan - Gather together your firm's management team, follow this simple process and use the related tools to construct a one page strategic plan. This one page plan can act as the basis for all firm objectives, including the process of deriving recruiting and performance management goals.

    Best Practices

    Best Practices

    These articles, written with input from top performing Firm Administrators provide insight into common problems faced by Firm Administrators. 

    Deeper Dive

    Deeper Dive

    The Association for Accounting Administration is the home for Firm Administrators. 
    • The CPA Firm Management Association provides additional support to firms by delivering valuable education and collaboration opportunities for those interested in elevating their practice and strategically growing their firms.
    • CPAFMA 2016 Technology Survey - The CPAFMA has expanded its traditional SaaS Survey to identify the Information Technology utilized by member firms and the IT trends impacting our size practices. The survey takes less than 20 minutes to complete and those completing will be provided an early release of the results by providing their email address.  The survey will close on January 29, 2016.  
    • Accredited Administrator in Accounting Practice Management (AAAPM) - Learn more about this credentialing process was created by AAA to recognize and create value for those individuals who have achieved a high level of competency within the Firm Administrator community. This AAAPM Experience Matrix  provides more details about experience requirements needed to receive the credential.
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