2024 CPAConnect Member Guide

Your guide to member benefits, resources and upcoming events

Table of Contents Member Testimonials

Page 3

CPAConnect Overview

Page 5

Our Members

Page 6

Member Sharing

Page 8

Preferred Providers

Page 9

Events and Webinars

Page 11

Affiliates

Page 13

Grace Horvath

President, CEO CPAmerica, Inc.& CPAConnect

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CPAConnect Member Testimonials

Essential Resource “CPAConnect is an essential resource for our firm. The sharing, networking, and listservs, allow our firm to extend our expertise well beyond what we could have done on our own.”

Harry Plack | Plack Group, LLC | Bel Air, Md.

Connected “We joined CPAConnect when starting the firm and it was one of the best decisions we made. It has helped tremendously to have access to CPAs in other states for questions and the Roundtable events are fantastic for providing practice management resources and support. We would not be where we are today without CPAConnect.”

Michele Heyman | Heyman & Associates, PLLC | Round Rock, Texas

Access to Information “CPAConnect has provided a wealth of information and resources benefiting small accounting firms. We’ve enjoyed participating in the sharing of valuable accounting information.”

Sherila Tuggle | Jones and Tuggle, PLLC | Memphis, Tenn.

First-Class Conferences “We joined this July and have found it to be a great group. Everyone we have met has been helpful and willing to share their experiences and expertise. We have attended the CAS and CPAConnect Roundtable in October, and both were first-class conferences!”

Chuck Brand, CPA | Brand, Blackwell & Company, PC | Huntsville, Ala.

Sharing Model “Whether it’s a practice management issue, or a tax and accounting issue, CPAConnect provides a platform where CPA firms are available and willing to share their experience and assistance. The model is built on sharing and helping each other, what else can you ask for?”

Steven J. Graber, CPA, MS | Graber & Associates, CPAs | Baltimore, Md.

www.cpaconnect.com

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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, N.Y.

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, Ill.

Succession Planning “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.

Forward-Thinking “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, Fla.

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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.

Where Collaboration Means Business 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.

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.

Jenn Walker

Director of Services CPAmerica, Inc.& CPAConnect

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.

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

www.cpaconnect.com

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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.

• $900K in annual fees

Experience

Professional Resources

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

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).

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

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.

• CVA

• CFE

• AEP

• CFP

• PFS

• CMA

• ABV

• CGFM

• CFF

CPAConnect | 2024 Member Benefit Guide

International Reach With approximately 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 • Automotive • Building construction • Government • Healthcare • Investment & securities • Lending institutions

• Manufacturers & wholesale distributors • Nonprofit • Professional services • Real estate • Retail • Utilities

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 • Estate planning • Forensics & litigation • Fraud prevention • Management advisory

• Sarbanes-Oxley compliance • Succession planning • Taxation • Technology systems • Wealth advisory

www.cpaconnect.com

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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 Forum This is an email-based discussion forum where members connect with one another in the Center of Excellence (COE), an online collaboration platform where members can engage in a personalized experience to identify expertise, share information, and access content in their areas of interest.

Conference Calls & Webinars

Tarena Stanley

Director of Engagements & Partnerships CPAmerica, Inc.& CPAConnect

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 • 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

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 • Thomas Reuters-Checkpoint Learning • Wolters Kluwer (CCH) • Yaeger CPA Review

• 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.

www.cpaconnect.com

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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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2024 CPAConnect Live Events Marketing Roundtable May 15-16 Orlando Focus: Marketing JW Marriott Orlando Bonnet Creek Orlando, Florida

NextGen Conference June 12-14

Client Advisory Services Meeting August 6-8 Salt Lake City Focus: Client Advisory Services Le Meridien Salt Lake City, Utah

CPAConnect Roundtable October 20-23

Denver

Nashville

Focus: Senior/Manager Growth & Leadership

Focus: Practice Growth & Management

Four Seasons Hotel Denver Denver, Colorado

Loew’s Hotel Nashville, Tennessee

Staff Training (Tax) & Professional Skills Workshop (optional) Level 2 Jun. 18-21 & Level 3 Jun. 24-27

Tax Conference November 10-13 Fajardo

Durham

Focus: Tax

Focus: Tax Staff Training

El Conquistador Fajardo, Puerto Rico

Hyatt Place Durham/Southpoint Durham, North Carolina

A&A Conference July 16-19 Napa Focus: Audit The Meritage Resort & Spa Napa, California

International Group Meeting December 3-6 Fort Lauderdale Focus: International Practice Growth & Management W Fort Lauderdale Fort Lauderdale, Florida

Technology Roundtable July 16-19 Napa Focus: Technology & Network Admin The Meritage Resort & Spa Napa, California

www.cpaconnect.com

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2024 CPAConnect Webinars A&A Webinar May 9

A&A Webinar June 20

Lease Accounting Mastery: ASC 842 Fundamentals, Revisions, and GASB 87/96 Overview

Current Trends in Fraud and Internal Control

2-4 p.m. ET

Tax Webinar July 23

Tax Webinar August 13

Instructor: Randy Johnston, NMGI

Instructor: Surgent

Tax Webinar July 30

A&A Webinar October 10

Corporate Transparence Act – Update and Best Practices

2024 Current Issues in Accounting and Financial Reporting

Instructor: Sean King

Instructor: Jennifer Louis, Emergent Group

Tax Webinar July 9

Tax Webinar August 6

A&A Webinar October 24

If Your Firm Is in Acquisition Mode, Here’s How To Compete With Private Equity

SAS 145 Implementation

Instructor: Steve Siegel

2-4 p.m. ET

Instructor: Jess Vento, LeaseCrunch

Instructor: Jennifer Louis, Emergent Group

A&A Webinar May 23

Tax Webinar June 25

Don’t Be Squeamish About the New SQMS – Get Ready

Instructor: Randy Crabtree

2-3:30 p.m. ET

2-4 p.m. ET

Instructors: Jason Miller & Meg Hampton, Anglin Reichmann Armstrong, P.C.

A&A Webinar June 6 2-4 p.m. ET

Group Audits: Who is Responsible for What?

2-4 p.m. ET

Instructor: Jennifer Louis, Emergent Group

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

2-4 p.m. ET

Instructor: Charlie Blanton, Surgent

Instructor: Terry Putney, Transition Advisors

Tax Webinar June 18

Tax Webinar July 16

A&A Webinar August 8

A&A Webinar November 14

Navigating the International Regulatory and Reporting Maze

Tax Considerations Business Owners Should Consider Now

SAS 145 Implementation - Lessons Learned

Instructors: Jerry Hammel, Greg Lambrecht & Jason Rauhe, McGuire Sponsel

Instructor: Brian Leitner, Mariner Wealth

Understanding ITGC and SOC Reports to Plan Efficient Financial Audits

2-4 p.m. ET

2-4 p.m. ET

CPAConnect | 2024 Member Benefit Guide

2-4 p.m. ET

Instructor: Andrew Wan, Larson & Company, PC

2-4 p.m. ET

Instructor: Charlie Blanton, Surgent

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Affiliates

CPAmerica Connections 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 unique relationship.

These CPAmerica connections 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 this 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 have access to expertise in Crowe Global firms located across the world through the International Referral process 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

Lisa Henson

Business Development Manager CPAmerica, Inc.& CPAConnect