Cg Tax, Audit & Advisory’s Deborah Mathis Selected to Join Prestigious Chief Networking Group

January 10, 2024
Deborah Mathis, CPA, CHBC, shareholder of leading accounting and profitability consulting firm, Cg Tax, Audit & Advisory’s (“Cg”) Healthcare Services Group, has been selected to join Chief, an exclusive membership network focused on connecting and su

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Gray, Gray & Gray’s Tom Yuen Named to Boston Business Journal “40 Under 40” List

January 10, 2024
Canton, Mass., September 2021 – Tom Yuen, CPA, MST, a partner at Gray, Gray & Gray, LLP, a business consulting and accounting firm, has been named to the Boston Business Journal’s 2021 “40 Under 40” list, an award that celebrates the city’s best and

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Coulter & Justus Announce New Staff Members

January 10, 2024
Coulter & Justus, P.C. is pleased to announce our newest staff members, Anthony Jackson and Billy Henriquez.

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Thomas Howell Ferguson P.A. CPAs Promote Two to Senior Mangers

January 10, 2024
Thomas Howell Ferguson P.A. CPAs, a professional accounting, assurance, tax, and governmental consulting services firm, headquartered in Tallahassee, Florida, congratulates Micah Kunkel and Paola Arbulu on their promotion to Senior Manager in the Tax

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April 23, 2024
SHARING CALL
Private Equity and M&A Update
Private Equity and M&A Update with Bob and Doug Lewis of the Visionary Group
April 25, 2024
SHARING CALL
Quarterly Technology Sharing Call - April 25, 2024
Please join us for the second quarterly technology call of 2024, presented by Randy Johnston and Brian Tankersley of NMGI.
May 01, 2024
SHARING CALL
ChatGPT and AI Update
ChatGPT and AI Update with Juan Carlos Lara, Regional Director, Américas with Crowe Global
May 02, 2024
SHARING CALL
CPAConnect 2024 Busy Season Debrief
May 15, 2024
SHARING CALL
Sharing Call - CPAmerica Transition to LCvista Platform
Key CPAmerica member benefits are provided through our partnership with LCvista, including access to a robust CPE catalog and compliance tracking. Please join the CPAmerica and LCvista teams as we discuss the migration and answer any questions you may have about the transition.
May 15, 2024
CONFERENCE/MEETING
2024 Marketing Roundtable
Don’t miss the 2024 Marketing Roundtable, May 15-16 in Orlando, Florida! This year’s agenda features sessions related to public relations, crisis communications, business development, client experience, member sharing by firm size and more. This meeting is best suited for firm marketing directors, managers and coordinators.
June 05, 2024
SHARING CALL
Women Leaders' Group - Time Management Strategies
This first sharing call of our 2024 Women Leaders' Group will focus on Time Management Strategies and will be facilitated by Amy Deming with Brickely Delong. Join us to learn valuable tips and techniques for managing your time effectively and achieving your goals.
June 12, 2024
CONFERENCE/MEETING
2024 Next Generation Conference
Proudly returning in its 11th year, the progressively designed Next Generation Conference is designed for the firm’s successful Seniors through Managers that want to understand more about how the business works and how they can fit into the bigger picture. Attendees will be immersed in relationship building, leadership principles and practice management basics with other professionals at their level along with partners and presenters committed to developing “career coachable” employees within ou

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To foster relationships among members
To collaborate on best industry practices
To improve competitive position in the marketplace

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Resources

CPAConnections

This issue includes:

  • CPAConnect 2023 Reflections
  • CPAConnect Roundtable Recap
  • Member News
  • Preferred Provider Spotlight with LeaseCrunch
  • Upcoming Events
  • New Member Spotlights

READ 2023 QUARTER 4 ISSUE 

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