Overview of Services

Meeting New Business

CPAConnect offers a wide array of services and resources to help our firms strengthen and magnify their successes. Members collaborate with one another through discussion lists, sharing calls and live events, but also have access to a wealth of resources which encourage growth and offer continuous improvement.

 Discussion lists

Topic oriented by area or department, members use these lists to discuss a variety of issues related to the CPA firm. Members can email the lists to trouble-shoot a problem, garner a second opinion and compare professional strategies.

 PCPS Services

Members receive special discounts on the AICPA’s PCPS subscription service. Becoming a member of the PCPS gives you access to valuable resources and information relating to the practice management of a CPA firm.

 Preferred Consultants and Preferred Providers

Offering discounts and special pricing, this list of over 50 consultants/companies provide our members with cost-saving opportunities and efficiencies to improve firm functionality; gain a competitive advantage and help firms to make more money.

 Priority Requests

Members utilize the Priority Request system to send out urgent requests, typically related to a client matter. The request is sent out to a specific target group (ex: A&A Liaisons) which ensures at least one person at every member firm will receive the request via email.


Dedicated staff provide an array of publications highlighting the services and specialties your firm has to offer. From client publications and advertisements to newsletters and branding materials, the CPAmerica team has what you need to create powerful marketing campaigns

 Sharing Library

Our sharing library contains samples, templates, spreadsheets, and other documents provided by members offering guidance, support and advice on a variety of topic areas impacting the profession.