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  • Posted in: General Inquiries

    Michael, that's a great question. Viewpoint is attempting to differentiate their offering in multiple ways: 1. Managed services, providing updates and maintenance of their software(s) with a higher level of expertise and automation than a third party ...

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    RE: Sales Tax Audit

    Posted in: General Inquiries

    My experience has been that you are better to engage a firm early in the process in case things don't go well for you.  Bringing them in at a later point in the process puts them at a disadvantage in providing you the best representation they can.  While ...

  • Posted in: General Inquiries

    Towner, We are close to making a decision to go to Vista and in comparing the costs of VEC versus hosting ourselves or using a 3rd party, VEC seems expensive. What benefits would using VEC have versus hosting at a 3rd party? Thanks, ------------------------------ ...

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    Invoice Turnaround

    Posted in: General Inquiries

    For those of you that do small T&M work (< $5,000), what is your elapsed time from performance of work to date invoice is prepared on average?    We are not very good at getting them processed timely but I am curious as to what others have as their goal ...

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    RE: Sales Tax Audit

    Posted in: General Inquiries

    I agree with Donna's comments.  Is it an independent firm who is auditing you? We have been through many sales tax audits and 99% of time we are ok. The question is how comfortable are you with your processes. I have had to hire an attorney who is expert ...

  • Posted in: General Inquiries

    When I went through my first sales tax audit in Denver, it took 10 months of on again off again work.  They went back 3 years and applied their results to the entire period.  When they finished their 5 days on site it took about 6 weeks for them to come ...

  • Posted in: General Inquiries

    Hi Michael, I highly recommend Sarah Stegman with CohnReznick for Vista implementation, support & customized reports. She is very responsive when we need her support & she has created several customized reports for us that has helped us be more ...

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    RE: Surety Bonds

    Posted in: General Inquiries

    Hi Mike,  There are a variety of sureties who like the Chicago marketplace.  The best surety partner for you and your company is going to depend on your future bond needs and current financial picture.  Every company is a little different in their underwriting ...

  • Posted in: General Inquiries

    Sheri, We are also a small specialty contractor and experienced our first Sales Tax Audit last year. We didn't hire a firm to assist us and It worked out well. I received countless emails from firms wanting to represent us but I made the decision ...

Chapter Announcements

  • June Newsletter

  • Welcome to Yuko Baker

    On behalf of the Board of Directors of the Honolulu Chapter of CFMA, we would like to welcome our newest member to our chapter, Yuko Baker of Alakai Mechanical Corporation.  We all look forward to meeting you at one of our upcoming events.
  • 2019 Chapter Award!

    Our chapter was recently awarded the Founder's Recognition award from CFMA National. Thank you to our members and leadership who made this award possible!

    View Certificate Here.
  • Summer Break

    ​There will be no CFMA meetings from June through August 2019 due to summer break and vacation schedules. Our regular monthly meetings will start back September 12, 2019.
  • May Newsletter

    May
  • Success Encompassed

    CFMA 2019 Annual Conference & Exhibition in Las Vegas in June provided unparalleled education opportunities, including general sessions, mini-conferences, breakout sessions, peer groups, and a multitude of social and networking experiences.   The 2020 Conference will be in our back yard - The Marriott Wardman Park, DC.  May 30- June 3, 2020.
  • Welcome to our newest members!

    We are happy to annouce the CFMA Piedmont Chapter's  two newest members: Courtney Ageon of LBA Haynes Strand PLLC and Robert Pfeiffer of WIMCO Corp.  Welcome!

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