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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 International 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 2016 A&A Conference in Minneapolis, Minn. and 2017 A&A Conference in Memphis, Tenn.

CPAmerica International 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

1st Global

AICPA

CPA Mutual

AuditSense

Ernst & Morris Consulting Group, Inc.

Becker Professional Education

First Research

CPA Leadership Institute, Inc.

Infinite Solutions LLC

Lorman Education Services

iTransact, Inc.

Plain-English Accounting

NMGI

Surgent CPA Review

Precision Payroll of America RecruitSavvy

Thomson Reuters – Checkpoint Learning

Sageworks (ProfitCents)

Wolters Kluwer

The Cost Segregation Group

Yaeger CPA Review

TransferMate Tri-Merit R&D Tax Credit Services Wolters Kluwer

Hardware & Software

HR & Recruiting

DataMotion

Lorman Education Services Precision Payroll of America RecruitSavvy

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www.cpamerica.org • (352)727-4070


Preferred Providers Financial Services

Niche Services

1st Global

1st Global

Honkamp Krueger Financial Services, Inc.

AICPA - Audit Quality Centers

SoFi Lending Corp

CG Healthcare Solutions, LLC

TransferMate

First Research HITRUST Certified Assessment Services Safeworks (ProfitCents)

Marketing

Research & Analysis

Lorman Education Services

AICPA - Audit Quality Centers

RecruitSavvy

First Research

Thomson Reuters – Checkpoint Marketing

Sageworks (ProfitCents)

Member Preferred Providers

Technology Services

HITRUST Certified Assessment Services

DataMotion

Honkamp Krueger Financial Services, Inc.

Infinite Solutions

The Cost Segregation Group

NMGI Wolters Kluwer

CPAmerica International 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.

Wayne Kerr

Principal Consultant with the Learning Group of Thomson Reuters Tax and Accounting Wayne is a senior consultant at AuditWatch, part of the Tax & Accounting business of Thomson Reuters, where his duties include consulting, product development and content management. Wayne specializes in audit methodology/process consulting; helping firms improve the quality and efficiency of their audits. Before joining AuditWatch, Wayne worked for Grant Thornton; serving clients in a broad array of industries, including manufacturing, not-for-profit, banking, government, and others. He also had quality assurance duties and training responsibilities for his business unit.

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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.

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.

CPAmerica International 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.

Supports the membership’s A&A resources

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

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

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

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

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

A&A Resources Guide  
A&A Resources Guide