A&A Resources Guide

A&A Resources Your Comprehensive Guide to CPAmerica Accounting and Auditing Programs and Services Get answers. Get involved. Get more out of your CPAmerica A&A support.

CPAmerica A&A Resources

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Welcome to the CPAmerica A&A Community As a member of CPAmerica, you become a part of an astute group of Accounting and Auditing professionals who have expertise in various specialty areas. You will have access to sharing opportunities that will provide you with fresh ideas and best practices that will help you better serve your clients.

CPAmerica A&A partners, providers and consultants have the expertise you need, when you need it.

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www.cpamerica.org • (352)727-4070

CPAmerica A&A Resources The Annual A&A Conference This flagship event for CPAmerica A&A pros brings together accounting and auditing professionals from across the United States for networking, member sharing and continuing professional education. The conference is generally held over the course of three days and is packed with networking, education, food and fun. If you want to meet other A&A professionals in a relaxed setting, share best practices and earn CPE while you do it, this is a must event for you!

Go to www.cpamerica.org>Upcoming Events for dates and registration details.

Photos from the 2018 A&A Conference in Miami, Fla., and 2019 A&A Conference in Seattle, Wash.

CPAmerica A&A Resources

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A&A Webinar Series

Nationally recognized subject matter experts present on topics that are timely and relevant to accounting and auditing professionals at every level.

The A&A webinar series kicks off each Summer with a new set of topics and an affordable price tag. We invite you to join our webinar series and earn CPE from the comfort of your office.

A&A Sharing Library Improving through sharing is the mission of CPAmerica. There is no easier way to share your firm’s collective knowledge than by posting to the online sharing library.

Post and search for documents related to practice management, disclosures, engagement tools, proposals, revenue recognition, report samples, etc.

AICPA Audit Quality Centers It is the goal of CPAmerica’s A&A Executive Committee that every eligible firm becomes a member of the AICPA’s Audit Quality Centers.

Employee Benefit Plan Audit Quality Center: To help CPAs meet the challenges of performing quality audits in this unique and complex area, the AICPA has established the Employee Benefit Plan Audit Quality Center, a firm-based voluntary membership center for firms that audit employee benefit plans.

Governmental Audit Quality Center: The Governmental Audit Quality Center (GAQC) promotes the importance of quality governmental audits and the value of such audits to purchasers of governmental audit services. GAQC is a voluntary membership center for CPA firms and state audit organizations that perform governmental audits.

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www.cpamerica.org • (352)727-4070

CPAmerica Newsletter

Want to let other member firms know about a new niche or employee initiative that you are proud of? The CPAmerica newsletter is published monthly and is a great opportunity for sharing exciting things happening in your firm.

A&A Committees and Online Communities You truly start to leverage the power of your peers when you utilize the online resources available through the A&A discussion list, and when you get involved in the A&A Executive or Advisory Committee.

The discussion list is your lifeline to more than 500 members of the CPAmerica A&A community. The A&A committees participate in the educational planning for live and virtual events, monitor the discussion lists and make recommendations for any A&A related products or services offered by CPAmerica. All A&A professionals are encouraged to join the A&A Executive Committee.

Please contact Director of A&A Art Winstead at awinstead@dmj.com for more information on joining the A&A Executive Committee.

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Preferred Providers CPAmerica has established relationships with outside consultants and providers, offering members expertise over a wide range of areas impacting the CPA firm. Our screening process ensures that only those that offer authentic value and worthwhile services will engage with our members and their clients. Through these valued consultants and providers, members are able to seek legal advice, obtain professional opinions and feel confident when addressing various client situations.

Business Services

CPE & Training

AICPA - PCPS

ACPEN (Accounting CPE Network)

Avantax Wealth Management

AICPA

CPA Mutual

AuditSense, LLC

First Research

Becker Professional Education

iTransact, Inc.

CPA Leadership Institute, Inc.

Precision Payroll of America

Lorman Education Services

QuickFee

Network Management Group, Inc.

Sageworks (ProfitCents)

Plain-English Accounting

The Cost Segregation Group

State Tax Advisors

TransferMate

Surgent CPA Review

Tri-Merit R&D Tax Credit Services

Surgent CPE

Wolters Kluwer

Thomson Reuters – Checkpoint Learning Wolters Kluwer

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

Yaeger CPA Review

Hardware & Software Canon DataMotion Intuit MindBridge Analytics Inc. SurePrep Thomson Reuters - ProView

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www.cpamerica.org • (352)727-4070

Preferred Providers HR & Recruiting AICPA - PCPS Lorman Education Services Precision Payroll of America

Marketing AICPA - PCPS Elite Editorial Services HK Marketing Consulting for CPA Firms

Member Preferred Providers CG Healthcare Solutions, LLC HITRUST Certified Assessment Services Honkamp Krueger Financial Services, Inc. Honkamp Krueger Marketing Consulting The Cost Segregation Group

Lorman Education Services Thomson Reuters – Checkpoint Marketing

Niche Services AICPA - Audit Quality Centers Avantax Wealth Management CG Healthcare Solutions, LLC First Research HITRUST Certified Assessment Services

Research & Analysis

Sageworks (ProfitCents)

AICPA - Audit Quality Centers First Research Sageworks (ProfitCents)

Technology Services Avantax Wealth Management Canon DataMotion Infinite Solutions LLC Intuit MindBridge Analytics Inc. Network Management Group, Inc. Wolters Kluwer

CPAmerica A&A Resources

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Preferred Consultants Rich Daisley

Vice President Accounting and Auditing Content for SurgentCPE Rich Daisley has more than 25 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses. He was previously an assurance manager with PwC, where he spent time in both the assurance practice and in PwC’s Capital Markets and Accounting Advisory Services group, advising clients on the implementation of new accounting pronouncements and issues related to public offerings. He also has experience in the manufacturing, health care, energy, and pharmaceutical industries, as well as more than a decade of experience in course development and facilitation.

Randy Johnston

CEO & Founder of Network Management Group, Inc. Best known for his early and on-going expertise in networks, accounting software, paperless, and CPA Firm technology, Randy Johnston’s expertise has grown to touch virtually every technology in the marketplace. NMGI will perform a technology assessment for CPAmerica members at a discounted rate. Members also have instant access to technology experts via a special email address at tech@cpamerica.org, and preferred rates are offered to members who need more in-depth assistance.

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www.cpamerica.org • (352)727-4070

Chuck Manganiello, CPA

Founder and Managing Member of AuditSense

Chuck is the founder of AuditSense where he leads a team of instructors who provide training and consulting services to accounting firms in the areas of Audit Efficiency/ Effectiveness, Staff Development, Accounting & Auditing Updates, Leadership & Soft Skills.

CPAmerica A&A Resources

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Director/Consultant of A&A Arthur M. Winstead, Jr., CPA Art Winstead is the A&A Director/Consultant for the association. He assists with discussion list questions, provides presentations on various updates throughout the year, and is there if anyone has suggestions or requests for services.

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Supports the membership’s A&A resources

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Over 35 years of experience with DMJ & Co., PLLC

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Served 3-year term on the AICPA Auditing Standards Board and 6 years on the N.C. Board of CPA Examiners

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Served on the following AICPA ASB Task Forces: Internal Controls, Auditor’s Report, and Risk Assessment and as Chairman of the AICPA ASB Task Force for Inventory, Fair Value and Litigation Claims and Assessments

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Also a current member of the NCACPA Peer Review and Accounting and Auditing Executive Committees

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Manages technical resources, engagement support, audit practice matters and reviews CPAmerica A&A publications

To contact Art Winstead, please call (336) 553-2304, or email at awinstead@dmj.com.

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www.cpamerica.org • (352)727-4070

Senior Member Services Manager, Jenn Walker, CMP Jenn Walker supports the association’s membership A&A resources by overseeing discussion lists, coordinating member sharing calls and webinars, and supporting the committee in planning the annual A&A Conference. She is dedicated to helping our member firms continuously improve with the resources provided by CPAmerica and develops those resources which are designed to increase firm growth, profitability and sustainability.

To contact Jenn Walker, please call (352) 727-4146, or email at jwalker@cpamerica.org.

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For more information, contact: Jenn Walker Senior Member Services Manager jwalker@cpamerica.org • (352) 727-4146

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www.cpamerica.org • (352)727-4070