2023 CPAConnect Member Guide

CPAConnect Member Testimonials

Valuable

“When asked why our firm joined CPAConnect, my response has always been ‘To ensure that my clients never outgrow our services.’ As a member of CPAConnect since 1995, I can honestly say there is no longer the threat of my clients seeking service from other professionals because we lack the necessary resources.”

Jeffrey J. Potter | Potter, La Marca & Company, LLP | Staten Island, NY

Resourceful

“CPAConnect has changed with us and the profession over the years, adding new things to help us with our growth. If you want to build a better practice, the resources and support are at CPAConnect. CPAConnect is an important investment for my practice.”

Nancy K. Hyde | Hyde & Company CPAs, P.C. | Oklahoma City, OK

Interactive

“I have attended every CPAConnect Roundtable since 2005. Over the years, I have met numerous insightful practitioners from around the country. I have been able to take back many ideas from the Roundtable and implement them into our practice. I always look forward to the Roundtable since the locations are always interesting, the speakers are relevant to my practice and most of all, the networking with other CPAConnect members is invaluable to my practice. I look forward to attending many more CPAConnect Roundtables in the future.”

Jeffrey Rozovics | Rozovics Group, LLP | Park Ridge, IL

Forward-Thinking

“Over the years I’ve participated in many discussions about succession planning and the end game. I am pleased to be able to say I have sold my accounting and tax practice to two employees who will be taking over. I probably would not have started planning this several years ago without the help and conversation from many of my CPAConnect friends.”

Todd Luft | Luft & Company, P.C. | Willow Grove, PA

Member Sharing

“I have finished the last of my work and am retiring from public accounting/financial planning. It’s been quite a ride and I wouldn’t have wanted to navigate the insanity of the tax world these last few years without this group. It’s hard to believe I’ve been a member for almost 18 years – the time has flown.”

Horace C. Gordon | Gordon & Associates | Tampa, FL

CPAConnect Overview

Expanding on your relationship with CPAConnect in proposals, with referral sources and easy access to national and international resources, will differentiate your firm from the competition.

Our Vision

CPAConnect’s vision is to be a leading alliance of independent accounting firms and sole practitioners across America and connected with the global community.

Our Mission

Our mission is to provide a gateway for the creation of relationships among members so they may share opportunities, collaborate on best industry practices and leverage valuable expertise to facilitate growth and improve competitive position in the marketplace.

Improving Through Sharing

CPAConnect is a member sharing alliance, completely different from state CPA societies or other similar organizations. It focuses primarily on practice development issues and firm growth and profitability, offering a wealth of professional resources every growing firm needs.

CPAConnect members share best practices and have access to regional, national and international resources to assist their clients. CPAConnect members offer their clients the best of both worlds: The professional attention of a local firm with the knowledge and resources of a national firm.

Our Reach

The members of CPAConnect represent multiple markets across the United States, and are located in both major metropolitan areas and rural areas.

Our Members

Industry Leaders

CPAConnect members represent some of the best and brightest the financial industry has to offer. They all have a shared commitment to the alliance, forming a unique sharing and improvement culture.

Experience

Members of CPAConnect have expertise in many specific areas of practice, and are available to assist you with specific questions. Listed below are just a handful of professional designations held by CPAConnect members:

• CVA

• CFP

• CFP

• R

• ABV

• CFE

• PFS

• CGFM

Average Member Snapshot

• $700-$800K in annual fees

• Two partners

• Four professional staff

• Four administrative/paraprofessional staff

Professional Resources

• AEP

• CMA

• CFF

CPAConnect membership can boost your firm’s presence and value through the sharing of expertise, wisdom and ideas with fellow members.

CPAConnect continues to experience increased membership growth. This translates to financial stability within the organization, allowing CPAConnect to continuously provide the most relevant and targeted programs to members. One example of this is by having access to CPAmerica’s Learning Management System (LMS).

CPAmerica’s LMS is a consolidated platform that allows you to manage your training and CPE in one place as part of your member dues.

International Reach

With more than 150 firms in CPAConnect and more than 90 larger, independent firms in CPAmerica, we have the U.S. covered! Plus, through our membership in Crowe Global, our alliance expands to more than 145 countries.

Our Members

Niches

Members share ideas and experience on the industries in which they serve clients. Members also have the ability to connect with experts in fields outside their current specializations to grow specific niches in their firms.

• Agriculture, livestock & forestry

• Automotive

• Building construction

• Government

• Healthcare

• Investment & securities

• Lending institutions

Service Areas

• Manufacturers & wholesale distributors

• Nonprofit

• Professional services

• Real estate

• Retail

• Utilities

Members have extensive experience in their fields and can ask other members questions or seek second opinions. In addition, members can contact a CPAmerica firm for assistance with tax, audit, practice continuation and succession planning.

• Accounting & auditing

• Business valuation

• Cost segregation

• Employee benefits

• Estate planning

• Forensics & litigation

• Fraud prevention

• Management advisory

• Mergers & acquisitions

• Payroll services

• Research & development

• Sarbanes-Oxley compliance

• Succession planning

• Taxation

• Technology systems

• Wealth advisory

Member Sharing Sharing Library

Located on our members-only website, our library contains more than 5,000 documents available for unlimited use.

Member Services

CPAConnect staff is available by telephone or email to assist you with engagement assistance or support.

CPAConnect Online Forums

Online forums give members immediate access to peers across the country. These forums are among the most popular resources used by members. Lists include accounting, tax, HR, practice management, technology and marketing.

Conference Calls & Webinars

Best practices conference calls and interactive webinars are regularly scheduled for members to connect and share their latest initiatives and projects. Topics covered in webinars and calls include A&A, niche services, tax, HR, technology and marketing.

Preferred Providers

Through partnerships and quantity purchasing arrangements with outside vendors outside, members can take advantage of several cost-saving opportunities.

Audit Services

• ACPEN

• AICPA

• AuditSense, LLC

• Chuck Manganiello

• Digilence, LLC

• LeaseCrunch LLC

• LeaseJava

• Makosi

• MindBridge Analytics Inc.

• Surgent

• Thomson Reuters-PPC

• Wolters Kluwer

Business Services

• AICPA - PCPS

• Aiwyn

• Avantax Wealth Management

• CPACharge

• First Research

• Makosi

• Payroc (Formerly iTransact)

• ProfitCents

• QuickFee

• SafeSend

Business Services

• The Growth Partnership

• TransferMate

• Tri-Merit

• Wolters Kluwer (CCH)

CPE & Training

• ACPEN

• AICPA

• AuditSense, LLC

• Becker Professional Education

• CPA Leadership Institute, Inc.

• INSIDE Public Accounting

• Lorman Education Services

• NMGI

• Paychex, Inc.

• Plain-English Accounting

• State Tax Advisors

• Surgent CPE

• The Growth Partnership

• Thomson Reuters

• Wolters Kluwer (CCH)

• Yaeger CPA Review

Financial Services

• Avantax Wealth Management

• CPACharge

• Dext

• Payroc (Formerly iTransact)

• QuickFee

• SoFi Lending Corp

• TransferMate

Hardware & Software

• Aiwyn

• Canon USA

• DataMotion

• Digilence, LLC

• Doc.It

• Intuit

• Jetpack Workflow

• LeaseCrunch LLC

• LeaseJava

• Mindbridge Analytics, Inc.

• SafeSend

• SurePrep, LLC

• Thomson Reuters-ProView

• Xero

HR & Recruiting

• AICPA - PCPS

• Paychex, Inc.

Preferred Providers (continued)

Marketing

• AICPA-PCPS

• Elite Editorial Services

• Payroc (Formerly ITransact)

• SJK PR

• The Growth Partnership

• Thomason Reuters (TRTA) / Checkpoint Marketing for Firms

Niche Services

• AICPA - Audit Quality Centers

• Avantax Wealth Management

• Botkeeper

• CG Healthcare Solutions, LLC

• D&B Hoovers

• HITRUST Certified Assessment Svcs

• Payroc (Formerly iTransact)

• ProfitCents

• The Growth Partnership

Research & Analysis

• AICPA - Audit Quality Centers

• D&B Hoovers

• INSIDE Public Accounting

• ProfitCents

Tax Services

• alliantgroup

• Black Line Group

• CSG Strategic Tax Consultants

• McGuire Sponsel

• State Tax Advisors

• Tri-Merit

Technology Services

• Avantax Wealth Management

• Botkeeper

• Canon USA

• Cetrom

• DataMotion

• Digilence, LLC

• Infinite Solutions LLC

• Intuit

• KnowBe4

• LeaseCrunch LLC

• Mindbridge Analytics, Inc.

• NMGI

• Wolters Kluwer

Travel & Entertainment

• Hertz

Quantity Purchasing & Publications

• Mercer, LLC

• Thomson Reuters / Checkpoint Marketing for Firms

• Thomson Reuters - PPC, RIA, and Warren, Gorham & Lamont

• Thomson Reuters - Quickfinder

• Wolters Kluwer (CCH)

2023 CPAConnec t Live Events

Affiliates

CPAmerica Sponsor Firms

CPAmerica is a national association of large, independent accounting firms, and is the companion association of CPAConnect. Members of CPAmerica enjoy mutual market protections throughout the United States, and, as such, work cooperatively with the CPAConnect members in their area through a sponsor relationship.

This sponsor firm arrangement affords the CPAConnect member enhanced opportunities for joint engagements, technical support, practice continuation, and succession planning.

Many opportunities to expand the CPAConnect member’s resources are established through the sponsor firm relationship, including:

• Access to specialization in tax, auditing, business consulting and management information systems

• Second opinions on engagement concerns

• Better positioning to compete with larger firms to protect and expand your client services

• Business referrals

Crowe Global

Membersservetheinternationalneedsoftheirclientsbysharingaccesstotheknowledge,resources and services of more than 35,000 professionals worldwide through CPAmerica’s membership in Crowe Global.

Crowe Global is one of the world’s leading and largest networks of independent accounting and consulting firms, with affiliated firms in more than 145 countries.

For additional membership information, contact Business Development Manager Lisa Henson: (352)727-4161

lhenson@cpamerica.org