Apply today. Application deadline is Sept. 1.

Some helpful tips before taking the survey include:

• The following reports are needed to complete the survey: accrual basis balance sheet, profit and 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; firm billing system (hours and fees)—billing by service code; employee analysis by service code; and employee analysis of billable/nonbillable hours and fees.
• Keep copies of all your supporting documents as reference 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.

The dinner session will be a discussion to assist in preparing for your mandatory engagement review under the peer review Standards and the new peer review regulations from the California Board of Accountancy.

Registration details coming soon.

All members and their guests are welcome, as well as those interested in becoming more involved with the chapter. Meet some of the chapter’s leadership team while enjoying a buffet and billiards.

Register online.

Keep an eye out for registration details.

To get a copy of the book before the meeting, please contact Johanna Sweaney Salt.

Register online.

If you would like to sponsor an upcoming event, please contact Grace Clark at or chapter program associate Monica Thompson.

Upon my return to work from CalCPA’s annual business and council meetings in June, colleagues have continued to ask, “How was your meeting? Did you enjoy yourself?” My response: “The council meetings are always refreshing. I always come away feeling proud that I am a CPA, proud that I joined CalCPA, energized and full of new ideas both for local chapter activities and for my work.” This meeting was no different. I have to admit, though, that the part of these meetings that I enjoy the most is mingling with the participants. I love catching up with old acquaintances, as well as meeting new ones.

The council meeting of the new fiscal year is always a good one to attend because we install CalCPA’s new officers. This change in leadership is always handled with much professionalism, and you can feel the excitement in the air. Those who are leaving reminisce about the year they just completed, while those who are being installed are wondering, “What have I gotten myself into?” Yes, I did learn some things during the meetings—here is a summary.

One of CalCPA’s primary focuses this year will be on accounting education and the unique ways that we, as an organization, fund our scholarships. All 14 chapters have autonomy in terms of how we fund and implement our scholarships, and we all show a great deal of creativity. Most of the chapters fund undergraduate students based on merits. Some give the funds directly to the students, and others have them distributed via the university. If asked, many members would say that one of the main goals for providing scholarships is that the students become CPAs. However, not many of us state that fact in our goals. One of my primary takeaways is for us to be proud of our accomplishments, be proud that we are CPAs and let’s not be shy about encouraging others to join us.