2023 CPAConnect Member Guide

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

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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 | 2023 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

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

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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.

CPAConnect | 2023 Member Guide

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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.

• $700-$800K in annual fees

Experience

Professional Resources

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:

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).

• 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.

• Two partners • Four professional staff • Four administrative/paraprofessional staff

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.

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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

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.

Audit Services

Business Services

Financial Services

• ACPEN

• The Growth Partnership

• Avantax Wealth Management

• AICPA

• TransferMate

• CPACharge

• AuditSense, LLC

• Tri-Merit

• Dext

• Chuck Manganiello

• Wolters Kluwer (CCH)

• Payroc (Formerly iTransact) • QuickFee

• Digilence, LLC • LeaseCrunch LLC

CPE & Training

• SoFi Lending Corp • TransferMate

• LeaseJava

• ACPEN

• Makosi

• AICPA

• MindBridge Analytics Inc.

• AuditSense, LLC

• Surgent

• Aiwyn

• Becker Professional Education

• Thomson Reuters-PPC

• Canon USA

• CPA Leadership Institute, Inc.

• Wolters Kluwer

• DataMotion

• INSIDE Public Accounting

• Digilence, LLC

• Lorman Education Services

• Doc.It

• NMGI

• Intuit

• Paychex, Inc.

• Jetpack Workflow

• Plain-English Accounting

• LeaseCrunch LLC

• State Tax Advisors

• LeaseJava

• Surgent CPE

• Mindbridge Analytics, Inc.

• The Growth Partnership

• SafeSend

• Thomson Reuters

• SurePrep, LLC

• Wolters Kluwer (CCH)

• Thomson Reuters-ProView

• Yaeger CPA Review

• Xero

Business Services • AICPA - PCPS • Aiwyn • Avantax Wealth Management • CPACharge • First Research • Makosi • Payroc (Formerly iTransact) • ProfitCents • QuickFee • SafeSend

Hardware & Software

HR & Recruiting • AICPA - PCPS • Paychex, Inc.

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Preferred Providers (continued) Marketing

Research & Analysis

Technology Services

• AICPA-PCPS

• AICPA - Audit Quality Centers

• Avantax Wealth Management

• Elite Editorial Services

• D&B Hoovers

• Botkeeper

• Payroc (Formerly ITransact)

• INSIDE Public Accounting

• Canon USA

• SJK PR

• ProfitCents

• Cetrom • DataMotion

• The Growth Partnership • Thomason Reuters (TRTA) / Checkpoint Marketing for Firms

Niche Services • AICPA - Audit Quality Centers • Avantax Wealth Management • Botkeeper • CG Healthcare Solutions, LLC

Tax Services

• Digilence, LLC

• alliantgroup

• Infinite Solutions LLC

• Black Line Group

• Intuit

• CSG Strategic Tax Consultants

• KnowBe4

• McGuire Sponsel

• LeaseCrunch LLC

• State Tax Advisors

• Mindbridge Analytics, Inc.

• Tri-Merit

• NMGI

• D&B Hoovers • HITRUST Certified Assessment Svcs • Payroc (Formerly iTransact) • ProfitCents

• Wolters Kluwer

Travel & Entertainment • Hertz

• The Growth Partnership

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)

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2023 CPAConnect Live Events Marketing Roundtable

A&A Conference

Technology Roundtable

Tax Staff Essentials Training, Level 2

Salt Lake City, Utah

Tampa, Florida

Tampa, Florida

Durham, North Carolina

May 10-11

June 20-23

June 20-23

June 27-30

Focus: Marketing

Focus: Audit

Focus: Technology

Focus: Tax Staff Training

Hotel: Hyatt Regency Salt Lake City

Hotel: Renaissance Tampa I’ntl.

Hotel: Renaissance Tampa I’ntl.

Hotel: Hilton Garden Inn Durham Southpoint

Next Generation Conference

Client Accounting & Advisory Services Meeting

Audit Staff Essentials Training, Levels 3 & 4

July 11-13

San Diego, California

August 7-9

Charlotte, North Carolina

August 28-31

CPAConnect Roundtable

Focus: Senior/Manager Growth and Leadership

Focus: Niche Development

Focus: Audit Staff Training

Focus: Practice Growth & Management

Hotel: Kona Kai Resort & Spa

Hotel: The Westin Charlotte

Hotel: Hilton Garden Inn Durham Southpoint

Hotel: Hyatt Regency San Antonio Riverwalk

Tax Conference

International Group Meeting

November 5-8

November 28-December 1

Focus: Tax

Focus: International Practice Growth & Management

Hotel: Sandia Resort & Casino

Hotel: Ritz Carlton Fort Lauderdale

Albuquerque, New Mexico

Durham, North Carolina

October 22-25 San Antonio, Texas

Fort Lauderdale, Florida

2023 CPAConnect Webinars A&A Webinar

A&A Webinar

A&A Webinar

Tax Webinar

Tax Webinar

March 23

April 27

May 25

June 13

June 20

Title: Going Concern Accounting and Reporting Considerations

Title: Quality Management and Peer Review

Title: SAS No. 145 Risk Assessment

Title: Partnership Mergers

Title: International Tax Updates

Instructor: Thomas Newell, Surgent

Instructor: Marci Thomas, Surgent

Instructor: Charlie Blanton, Surgent

Instructors: Jim Hamill, Reynolds Hix & Co

Instructor: Sean King, Align Global Consulting

2-4 p.m. ET

Tax Webinar

2-4 p.m. ET

Tax Webinar

2-4 p.m. ET

Tax Webinar

2-4 p.m. ET

Tax Webinar

2-4 p.m. ET

A&A Webinar

June 27

July 11

July 18

July 25

July 27

Title: Tax Issues Related to M&A

Title: Cryptocurrency Tax Issues

Title: Foreign Trusts & Estates

Title: K-2/K-3 Advanced Tax Planning

Title: Reporting Findings in Yellow Book and Single Audits

Instructor: Crowe LLP

Instructor: Susan Smith, Surgent

Instructor: Peter Trieu, Crowe LLP

Instructor: Sean King, Align Global Consulting

Instructor: Charlie Blanton, Surgent

2-4 p.m. ET

Tax Webinar

2-4 p.m. ET

Tax Webinar

2-4 p.m. ET

A&A Webinar

2-4 p.m. ET

A&A Webinar

2-4 p.m. ET

A&A Webinar

August 1

August 15

August 24

October 26

November 16

Title: SALT

Title: Tax Planning Strategies

Title: Hot Topics in Audit and Attest

Title: Hot Topics in Accounting and Financial Reporting

Title: Evaluating Internal Controls in a Smaller Entity

Instructor: Jordan Goodman, HMB Legal Counsel

Instructor: Susan Smith, Surgent

Instructor: Jennifer Louis, Emergent Solutions Group LLC

Instructor: Jennifer Louis, Emergent Solutions Group LLC

Instructor: Jennifer Louis, Emergent Solutions Group LLC

2-4 p.m. ET

2-4 p.m. ET

2-4 p.m. ET

2-4 p.m. ET

2-4 p.m. ET

A&A Webinar

December 14 2-4 p.m. ET

Title: Quality Management – Lessons from the International Experience of ISQM 1 Instructor: David Chitty, Crowe Global

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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 145 countries.

www.cpaconnect.com

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