Exclusive access to members-only content
CPAConnect Roundtable: CPAConnect hosts an annual conference for partners where they can come together to share best practices and earn an average of 20 hours of CPE on topics ranging from firm operations, technology, human resources, sales and marketing, and much more. These conferences offer nationally known speakers and topic leaders presenting the most up-to-date information on the profession.
Discussion Forums: One of the most popular resources used by members is are the members-only discussion forums. These email discussion forums give members immediate access to other members from across the country, and cover such firm related topics as accounting, tax, HR, practice management, technology and marketing, and various niche markets.
Priority Requests (Domestic and International): Members with questions or requests that need an immediate response can submit a priority request to a targeted group of members based on region or expertise. These requests are tracked by staff to insure each receives a satisfactory response.
Password-Protected Website: Members have access to a password-protected members-only site, which contains useful information on upcoming events, conferences and sharing calls; a directory for both CPAConnect and CPAmerica members; contact information on our many preferred providers, a listing of the proprietary publications we offer members, and access to our sharing library of documents, proposals, presentations, etc. available for unlimited use by members.
- 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.
- Member Service Support: CPAConnect staff members are available by telephone or email to assist you with any special need or request.
One of the most significant aspects to membership in CPAConnect, is the access to our parent organization, CPAmerica International. 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, whereas the CPAmerica firm can gain additional A&A work that CPAConnect may not perform, or can offer such specialized services to CPAConnect clients as wealth management or business valuations.
CPAConnect affords its members the opportunity to remain independent yet, at the same time, tap into a much broader and more powerful array of services and products available from the CPAmerica association, and have access to the quality national resources and expanded service capability through their local CPAmerica sponsor firm. A CPAConnect firm can expand its client service opportunities, enhance its practice value and extend its leverage.
The Internet has broken down walls. It is now possible for even a small firm to have a global presence. Global reach is another matter, however, and requires solid international connections. Association is key, according to Crosley+Company's Gale Crosley, CPA, listed as among the 10 Most Recommended Consultants in INSIDE Public Accounting and among the Top 100 Most Influential in the Profession in Accounting Today.
“With the continuing evolution of global markets, active involvement in an international association will be the single-most important strategic move a firm can make, whether large or small,” Crosley said.
Membership in CPAConnect provides access to the international reach of CPAmerica International and Crowe Horwath International.
Best practices and the inside edge
Firms that want to hang on to existing clients continually strive to find new and better ways to serve those clients. Membership in an association that offers sharing opportunities provides access to fresh ideas and best practices. The single-office location of many smaller firms may cause clients to perceive that there may be limits on the types of matters a firm can handle.
Through affiliation with an association, the firm’s “small fish in a big pond” dilemma is turned around. The firm can now leverage the power of hundreds – even thousands – of expert connections across a broad array of industries and specializations.