2022 CPAConnect Member Guide

CPAConnect Member Guide Your guide to member benefits, resources and upcoming events

www.cpaconnect.com

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Table of Contents Member Testimonials

Page 3

CPAConnect Overview

Page 4

Our Members

Page 5

Member Sharing

Page 7

Preferred Providers

Page 8

Events

Page 10

Affiliates

Page 11

CPAConnect | 2022 Member Guide

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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

www.cpaconnect.com

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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.

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Our Members Industry Leaders

Average Member Snapshot

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

• CFE

• AEP

• CFP • CFP

• PFS

• CMA

• CGFM

• CFF

• R•

ABV

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

• $700-$800K in annual fees • Two partners • Four professional staff • Four administrative/paraprofessional staff

Professional Resources 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 85 larger, independent firms in CPAmerica, we have the U.S. covered!

Plus, through our membership in Crowe Global, our alliance expands to more than 200 independent accounting and advisory firms and is in 130 countries. www.cpaconnect.com

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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

• Manufacturers & wholesale distributors

• Automotive

• Nonprofit

• Building construction

• Professional services

• Government

• Real estate

• Healthcare

• Retail

• Investment & securities

• Utilities

• Lending institutions

Service Areas 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

• Mergers & acquisitions

• Business valuation

• Payroll services

• Cost segregation

• Research & development

• Employee benefits

• Sarbanes-Oxley compliance

• Estate planning

• Succession planning

• Forensics & litigation

• Taxation

• Fraud prevention

• Technology systems

• Management advisory

• Wealth advisory

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Member Sharing Practice Management Survey CPAConnect’s Practice Management Survey provides benchmarking management data to its members—an in-depth look at fees, billing, realization, software, staffing and more.

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.

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

Business Services

• AICPA - PCPS • Avantax Wealth Management • CPA Mutual • • • • • • • • •

CPE & Training

• • • First Research • iTransact • Precision Payroll of America, LLC • ProfitCents • QuickFee • The Cost Segregation Group • TransferMate • Tri-Merit • Wolters Kluwer (CCH) •

ACPEN AICPA AuditSense, LLC Becker Professional Education CPA Leadership Institute, Inc. Lorman Education Services NMGI Plain-English Accounting State Tax Advisors Surgent CPE Thomas Reuters-Checkpoint Learning Wolters Kluwer (CCH)

Hardware & Software • Canon USA • DataMotion • Intuit • Mindbridge Analytics, Inc. • SurePrep, LLC • Thomson Reuters-ProView

HR & Recruiting • AICPA

• Lorman Education Services • Precision Payroll of America, LLC

• Yaeger CPA Review

Financial Services • Avantax Wealth Management • Honkamp Krueger Financial Services, Inc. • QuickFee • SoFi Lending Corp • TransferMate

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Preferred Providers (continued) Marketing

• AICPA-PCPS • Elite Editorial Services • Honkamp Krueger Marketing Consulting • Lorman Education Services • SJK PR

Research & Analysis

• AICPA - Audit Quality Centers • First Research • ProfitCents

Tax Services

• Thomason Reuters / Checkpoint Marketing for Firms

Niche Services • • • •

AICPA - Audit Quality Centers Avantax Wealth Management CG Healthcare Solutions, LLC First Research

• alliantgroup • Black Line Group • • • • •

Ernst & Morris Consulting Group, Inc. Lorman Education Services State Tax Advisors The Cost Segregation Group Tri-Merit

• HITRUST Certified Assessment Svcs • ProfitCents

Technology Services • • • • • • • • • • •

Avantax Wealth Management Canon USA DataMotion Infinite Solutions LLC Intuit Mindbridge Analytics, Inc. NMGI Wolters Kluwer (CCH) Mindbridge Analytics, Inc. NMGI Wolters Kluwer (CCH)

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) www.cpaconnect.com

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2022 CPAConnect Events Next Generation Conference

A&A Conference

Technology Roundtable

Nashville, Tennessee

Charleston, South Carolina

Charleston, South Carolina

Focus: Senior/Manager Growth and Leadership

Focus: Audit

Focus: Technology

Hotel: Hutton Hotel

Hotel: Belmond Charleston Place

Hotel: Belmond Charleston Place

Client Accounting Services Meeting

CPAConnect Roundtable

Tax Conference

Louisville, Kentucky

Kissimmee, Florida

Nashville, Tennessee

Focus: Niche Development

Focus: Practice Growth & Management

Focus: Tax

Hotel: Louisville Marriott Downtown

Hotel: Margaritaville Resort Orlando

Hotel: Loews Vanderbilt Hotel

May 18-20

August 2-4

June 21-24

October 23-26

June 21-24

November 13-16

International Group Meeting

November 29-December 2 Fort Lauderdale, Florida

Focus: International Practice Growth & Management Hotel: The Ritz-Carlton, Fort Lauderdale

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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 Members serve the international needs of their clients by sharing access to the knowledge, 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 130 countries.

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CPAConnect 7555 W. University Ave. Gainesville, FL 32607 www.cpaconnect.com For additional membership information, contact Business Development Manager Lisa Henson: (352) 727-4161 lhenson@cpamerica.org