Bakersfield Chapter
A blog for and by a community of professionals
President's Message
August 2, 2010
By L. Richard Walton
I hate selling things, but I find myself doing it all the time: to clients, to the government, to juries. As a tax controversy/white-collar criminal defense attorney, it is my job to sell the innocence of my client—and they don’t always make the job easy! But I do it—and then I wonder why I find it so hard to speak with fellow CPAs about joining CalCPA.
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Chapter News
On behalf of the Bakersfield Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members …
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CalCPA News
The PCPS/TSCPA National MAP Survey—one of the largest CPA firm practice management benchmarking projects in existence—is open. To access the 2010 PCPS/TSCPA National MAP Survey’s comparison data, you will need to participate. In addition to the free summary report, PCPS member participants will receive an interactive report with data tailored to firm size and region.
Some helpful tips before taking the survey include:
- The following reports are needed to complete the survey: accrual basis balance sheet, profit & loss statement ending Dec. 31, 2009 (two-year comparative); payroll reports by employee (gross wages, hours worked); A/R aging report; partner draw/salary information; from billing system (hours & fees)—billing by service code; employee analysis by service code; and employee analysis of billable/non-billable hours and fees.
- Keep copies of all your supporting documents to refer to for future surveys.
- Set up memorized reports now, so they are available for future surveys.
If your firm is not yet a PCPS member, you can join for $35 per CPA (maximum $700). Nonmembers can purchase results reports for $300 (survey participants receive a $100 discount; AICPA members receive an additional $100 discount.)
The survey closes Friday, Aug. 13.
For more information, go online.
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Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers. Participants will grow as volunteer and business leaders as they focus on improving leadership behavior, as well as critical thinking and management skills.
Apply today. Application deadline is Sept. 1.
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