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



Table of Contents

CPAConnect | 2019 Member Guide

Member Testimonials

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CPAConnect Overview

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Our Members

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Member Sharing

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Preferred Providers

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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


“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



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 | 2019 Member Guide


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 •



• • R CFP







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


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

Professional Resources 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.

International Reach With more than 150 firms in CPAConnect and more than 80 larger, independent firms in CPAmerica, we have the U.S. covered! Plus, through our membership in Crowe Global, our alliance expands to more than 200 independent accounting and advisory firms and is in 130 countries.


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 | 2019 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


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 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.



Preferred Providers Through partnerships and quantity purchasing arrangements with outside vendors outside, members can take advantage of several cost-saving opportunities.

Business Services • AICPA - PCPS • Avantax Wealth Management • CPA Mutual

• iTransact • Precision Payroll of America, LLC • QuickFee

• The Cost Segregation Group • TransferMate • Tri-Merit

• First Research

• Sageworks (ProfitCents)

• Wolters Kluwer (CCH)

• ACPEN • AICPA • AuditSense, LLC

• CPA Leadership Institute, Inc. • Lorman Education Services • NMGI

• State Tax Advisors • Surgent CPE • Thomas Reuters-Checkpoint Learning

• Becker Professional Education

• Plain-English Accounting

• Wolters Kluwer (CCH)

CPE & Training

• Yaeger CPA Review

Financial Services • Avantax Wealth Management • Honkamp Krueger Financial Services, Inc.

Hardware & Software

• QuickFee • SoFi Lending Corp

• Canon USA

• SurePrep, LLC

• DataMotion

• Thomson Reuters-ProView

• Intuit

• TransferMate

HR & Recruiting • AICPA

• Lorman Education Services • Precision Payroll of America, LLC

• Mindbridge Analytics, Inc. CPAConnect | 2019 Member Guide


Preferred Providers Marketing

• AICPA-PCPS • Elite Editorial Services

Niche Services • Avantax Wealth Management • AICPA - Audit Quality Centers

• Honkamp Krueger Marketing Consulting • SJK PR • Lorman Education Services • Thomason Reuters / Checkpoint Marketing for Firms • CG Healthcare Solutions, LLC • First Research

• HITRUST Certified Assessment Svcs • Sageworks (ProfitCents)

Quantity Purchasing & Publications • Mercer, LLC • Thomson Reuters / Checkpoint Marketing for Firms

Research & Analysis

• AICPA - Audit Quality Centers

Tax Services

• alliantgroup • Black Line Group

Technology Services

• Avantax Wealth Management • Canon USA • DataMotion • Infinite Solutions LLC


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

• Wolters Kluwer (CCH)

• First Research

• Sageworks (ProfitCents)

• Ernst & Morris Consulting Group, Inc. • State Tax Advisors

• The Cost Segregation Group

• • • •

Intuit Mindbridge Analytics, Inc. NMGI Wolters Kluwer (CCH)

• Tri-Merit • Walker Reid Strategies

Travel & Entertainment • Hertz


2020 CPAConnect Events A&A Conference

Technology Roundtable

June 3-5

June 16-19

June 16-19

Focus: Senior/Manager Growth and Leadership

Focus: Accounting and Auditing


Hotel: Hutton Hotel

Hotel: Belmond Charleston Place

Hotel: Belmond Charleston Place

CPAConnect Roundtable

Tax Conference

Client Accounting Services Meeting

October 25-28

November 8-11

November 11-12

Focus: Practice Growth & Management

Focus: Tax

Focus: Niche Development

Next Generation Conference

Nashville, TN

Nashville, TN

Charleston, SC

Nashville, TN

Hotel: Kimpton Aertson Hotel

Hotel: Loews Vanderbilt

Valuation & Litigation Services Meeting

International Group Meeting

November 2020

December 2020

Focus: V&L Practice Growth

Focus: International Practice Growth

Location TBD

Hotel: TBD

CPAConnect | 2019 Member Guide

Charleston, SC

Nashville, TN

Hotel: Loews Vanderbilt

Location TBD

Hotel: TBD


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 130 countries.



CPAConnect 7555 W. University Ave. Gainesville, FL 32607 www.cpaconnect.com For additional membership information, contact Director of Member Services D’Yãn Davis: (352) 727-4151 ddavis@cpamerica.org CPAConnect | 2019 Member Guide


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CPAConnect Member Guide  

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