Become a CPAConnect Member

Membership Application

CPAConnect has two types of memberships: sponsored and nonsponsored. CPAmerica member firms sponsor membership in CPAConnect within their specific areas of the country. Sponsorship, which provides a noncompetitive relationship with a larger local firm, is one of the main benefits of CPAConnect. A noncompete clause that covers referrals and joint engagements is the linchpin in this relationship, creating a “win-win” situation for both the sponsoring and the CPAConnect firms.

If your area does not have a CPAmerica firm, you may request an out-of-area sponsor, and we will strive to honor that request, or you may opt to join without a sponsor.

Don't know whether there's a CPAmerica firm in your area? Use the state listing below to find out. (If a state isn't listed, it currently does not have a CPAmerica member.)

Application Process

  • To receive an application for membership, contact CPAConnect.
  • If you apply for sponsored membership, CPAConnect will forward your application to the prospective sponsor firm for an authorized signature.
  • CPAConnect will review the application for completeness and contact you with any questions.
  • CPAmerica and/or the sponsor firm will consult with existing CPAConnect members in the area for input.
  • The CPAConnect program director or the CPAmerica president or executive vice president will review the application and sign it if your firm is accepted for membership.
  • You will be notified of acceptance or rejection. If your application is rejected, the entrance fee check will be returned.

General Guidelines for Firm Admission

  • Certified public accounting firm or registered sole practitioner
  • Revenue under $2 million (when joining)
  • Proof of, or readiness to undergo, an acceptable quality review (peer review or review by potential CPAmerica sponsor firm)
  • Willingness to share with peer CPA firms
  • Membership approval by CPAmerica sponsor firm (if applicable based on location)

Additional Characteristics for Best Membership Matches:

  • Firm's partner(s) should be dynamic, outgoing and personable.
  • Firm should be growth oriented or want to expand resources through relationships.
  • Firm should be willing to participate actively in the association to derive maximum benefit.