National Conference of CPA Practitioners (NCCPAP)

One of our distinguished leaders has been recognized by Accounting Today in its popular annual industry publication: Top 100 Most Influential People in Accounting.

CLICK BELOW TO REGISTER NOW

Thank you for joining us at the Accounting & Tax Symposium - ATS this year! Pre-Registration for 2025 and our lowest flat-rate pricing for Members and Non-Members is available through Dec. 8th. Visit https://lnkd.in/eDCuuis for pre-registration and information on the 2024 event.

MAP on Mondays! Our team is our greatest asset! Regular training, skill development, and a strong culture of collaboration are critical for retaining top talent in a CPA practice. Consider creating a mentorship program and offering growth opportunities to keep your team motivated and your clients well-served. #TalentDevelopment #CPAFirmCulture #TeamBuilding #EmployeeRetention #NCCPAP

MAP on Mondays! Busy season is a marathon, not a sprint! Effective workload management is key to staying productive and maintaining quality service. Try segmenting client work into manageable phases, prioritizing tasks, and ensuring regular team check-ins. Consistent scheduling and realistic deadlines can keep the team motivated and client expectations in check. #BusySeason #CPAWorkflow #ProductivityTips #CPAInsights #NCCPAP

Shout out to Kathy Casey and Michael Casey, the dynamic duo who make things run! #ats2024 #nccpap

I just had the privilege of presenting at the National Conference of CPA Practitioners (NCCPAP) Symposium, continuing my seven-year streak of contributing to this incredible event. This year, my session, "Unlocking Hidden Opportunities: Tax Saving and Deferral Opportunities for High-Income and Net-Worth Clients," explored strategies to help clients optimize their financial outcomes in a complex tax environment. The audience was exceptionally engaged, asking insightful questions that sparked lively discussions, making the experience even more rewarding. A special thank you to Bob Goldfarb and James E Hall for this invaluable opportunity. It's always a pleasure to connect with such a knowledgeable and interactive group of professionals. I look forward to many more opportunities to share and learn at future symposiums! #nccpap #ats2024 #cpe #cpaseminar

Ending #ATS2024 with a twist!! 🥨 Thank you to everyone who stopped by our table to say hi!! We are so happy to be apart of another successful year!

Something special happened at the National Conference of CPA Practitioners (NCCPAP) Accounting & Tax Symposium this week. One of our clients, James Hall of Hall CPA Group LLP, was chatting with us at our booth when he mentioned a feature he wished we had. Our director of sales showed James our new Proposals tool (released this week), and James's excitement was contagious. It was exactly what he had been envisioning. Nothing validates our mission of building software "for accountants, by accountants" quite like seeing our clients' faces light up when they discover features that truly understand their needs. Thank you James for being such an amazing advocate! 🙏 #Firm360 #AccountingTechnology #CustomerSuccess

Connecting, learning and sharing… Nerds That Care Shore Office Systems #ats2024 #nccpap