Cpaconnect 2018 member guide

Leaders achieving change.

YEAR

Anniversary

2018 Member Guide Your guide to member benefits, resources and upcoming events

CPAConnect | 2018 Member Guide

www.cpaconnect.com 1

Table of Contents I.

CPAConnect | 2018 Member Guide

Membership Testimonials

Pg 3

II. CPAConnect Overview

Pg 4

III. Our Members

Pg 5

IV. Member Sharing

Pg 7

V. Preferred Providers

Pg 8

VI. Events

Pg 10

VII. Affiliates

Pg 11

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CPAConnect Membership 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

Powerful.

“Using the member expertise area of our member website, I was able to find a member to guide me through the federal overhead rate calculations for my client who needed this calculation quickly for a bid proposal. The client was thrilled that I was able to help them quickly respond on their proposal & they landed the bid. CPAConnect gives us the tools to be a small firm professional who can offer large firm services for all of our client’s accounting, tax and financial needs.”

Terri L. Davis | Terri L. Davis CPA, Inc. | Sacramento, CA

Interactive. “In 27 years, the CPAConnect Roundtable was the coolest thing I’ve ever been to!”

Ted Grooms | Grooms & Harkins, P.C. | Casper, WY

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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 CFP •

• CFE

• AEP

• • R CFP

• PFS

• CMA

• ABV

• CGFM

• CFF

• ADABV

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

CPAConnect | 2018 Member Guide

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

Professional Resources With more than 170 firms in CPAConnect and 75 larger, independent firms in CPAmerica International, we have America covered! Plus, through our membership in Crowe Horwath International, our alliancwe expands to more than 200 independent accounting and advisory firms and is in over 130 countries around the world.

International Reach 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.

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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.

CPAConnect | 2018 Member Guide

• 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 password-protected Members-Only site, our library contains more than 5,000 documents available for unlimited use.

Priority Requests Members with questions needing an immediate response submit a priority request on our MembersOnly site to a targeted group of members liaisons based on region or expertise.

Member Services CPAConnect staff is available by telephone or email to assist you with engagement assistance or support.

Discussion Lists Email discussion lists give members immediate access to peers across the country. These listservs 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 • 1st Global

• Infinite Solutions LLC

• Sageworks (ProfitCents)

• CPA Mutual

• iTransact

• The Cost Segregation Group

• Ernst & Morris Consulting Group, Inc.

• Precision Payroll of America, LLC

• TransferMate

• First Research

• RecruitSavvy

• Tri-Merit

CPE & Training

• Wolters Kluwer

• AICPA

• CPA Leadership Institute, Inc.

• Becker Professional Education

• ExamMatrix Exam Review

• Bisk CPEasy

• Lorman Education Services

• CPA Leadership Institute, Inc.

• Plain-English Accounting

Financial Services

• Thomas ReutersCheckpoint Learning • State Tax Advisors • Wolters Kluwer • Yaeger CPA Review

• 1st Global

• Intuit

• TPP Retirement Plan Specialists

• Honkamp Krueger Financial Services, Inc.

• SoFi Lending Corp

• TransferMate

Hardware & Software • Data Motion

HR & Recruiting

• Lorman Education Services

• Intuit

• Precision Payroll of America, LLC

• Thomson Reuters-ProView

• RecruitSavvy

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Preferred Providers Marketing • Kinetic

Niche Services

• Lorman Education Services • RecruitSavvy

• Thomason Reuters / Checkpoint Marketing for Firms

• 1st Global

• CG Healthcare Solutions, LLC

• HITRUST Certified Assessment Svcs

• AICPA - Audit Quality Centers

• First Research

• Sageworks (ProfitCents)

Quantity Purchasing & Publications • Mercer, LLC

• Standard & Poor’s Financial Services, LLC

Research & Analysis • AICPA - Audit Quality Centers

• Thomson Reuters / Checkpoint Marketing for Firms

• Wolters Kluwer

• Thomson Reuters - PPC, RIA, and Warren, Gorham & Lamont • First Research

• Sageworks (ProfitCents)

• alliantgroup

• Ernst & Morris Consulting Group, Inc.

• Tri-Merit

• Black Line Group

• State Tax Advisors

• Walker Reid Strategies

Tax Services

Technology Services • 1st Global

Travel & Entertainment • Avis

• DataMotion

• Hertz

• Infinite Solutions LLC

• TransferMate

• Wolters Kluwer CPAConnect | 2018 Member Guide

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Events A&A Conference

Technology Roundtable

May 16-18

June 5-8

June 5-8

Focus: Senior/Manager Growth and Leadership

Focus: Accounting and Auditing

Focus:Technology

Hotel: The Westin Denver Downtown

Hotel: The St. Regis Bal Harbour

Hotel: The St. Regis Bal Harbour

CPAConnect Roundtable

Business Valuation & LItigation

Tax Conference

Oct. 31 - Nov. 2

November 3

November 4-7

Focus: Practice Growth & Management

Focus: Business valuation & litigation niche best practices

Focus: Tax

Hotel: Omni Royal Orleans

Hotel: Marriott Marquis Atlanta

Outsourced Accounting Services

International Group Meeting

Next Generation Conference

Denver, Colorado

New Orleans, Louisiana

Bal Harbour, Florida

Atlanta, Georgia

November 7

December 3-6

Focus: CFOs & outsourced accounting practice development

Focus: International

Hotel: The Ritz Carlton

Hotel: The Four Seasons Hotel

New Orleans, Louisiana

CPAConnect | 2018 Member Guide

Bal Harbour, Florida

New Orleans, Louisiana

Hotel: The Ritz Carlton

Atlanta, Georgia

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Affiliates CPAmerica International Sponsor Firms CPAmerica International is a national association of large, independent accounting firms, and is the parent organization 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 Horwath International 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 Horwath International.

Crowe Horwath International is one of the world’s leading and largest networks of independent accounting and consulting firms, with affiliated firms in more than 130 cities worldwide.

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CPAConnect 104 N. Main St., 5th floor Gainesville, FL 32601 www.cpaconnect.com For additional membership information, contact Director Member Services D’Yãn Davis: (352) 727-4151 ddavis@cpamerica.org CPAConnect | 2018 Member Guide

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