Our vision is built on four key goals
- To continuously improve
- To make more money
- To strengthen relationships among member firms
- To bring prestige to firms both domestically and internationally
The primary hallmark of the association is its ability to assist all members in growing and strengthening their respective firms, mainly through facilitating support and member sharing. The association provides several resources for accomplishing cooperation and sharing.
Each member firm will be visited by peers under the VIP every four years. Leading partners will be asked to serve on VIP teams to ensure two consultants are available for each VIP session. VIP fosters continuous improvement among members.
Practice Management Survey
Each member firm will participate in the association’s confidential annual “Practice Management Survey.” This survey is the premier benchmarking and best practices tool within the association.
Each member firm will be represented at the annual Leading Partners Retreat. If the leading partner is unable to attend, another firm owner/shareholder may be designated to attend.
Each member firm is encouraged to send representatives to each major CPAmerica conference, roundtable and regional meeting pertinent to the firm. Participation in these activities builds relationships with, and awareness of, other member firms.
CPAConnect is the companion alliance to CPAmerica International and is comprised of a select group of sole practitioners and small independent CPA firms. Created in 1994, membership in CPAConnect now includes more than 150 firms nationwide, with nearly 80 percent of the members being aligned with or sponsored by a CPAmerica member.
A member firm that desires to sponsor a CPAConnect firm will adhere to the policies and practices governing that sponsorship and will endeavor to promote a mutually beneficial relationship with each of its sponsored firms. Suggested guidelines for sponsoring CPAConnect members have been developed.
For more information, contact D'Yãn Davis at 352-727-4151 or firstname.lastname@example.org.
Other participation opportunities
Each member firm is encouraged and asked to participate in the following events, activities and member-sharing opportunities that are consistent with the firm's structure and services:
- Meetings – Each member firm is encouraged to send representatives to each major CPAmerica conference, roundtable and regional meeting pertinent to the firm. Participation in these activities builds relationships with, and awareness of, other member firms.
- Expertise Sharing – CPAmerica member firms have certain CPA practitioners who possess superior knowledge that can benefit the overall membership. This wealth of expertise is in virtually every business and financial area, especially the most viable industry and service niches. To help facilitate the transfer of knowledge, and to afford members the opportunity to gain assistance on joint engagements, the association's member service platform provides two primary avenues for experts to convey knowledge:
- Profile sharing – All member firms who have partners and professional staff possessing superior qualifications, certifications or experience within specific practice areas or industry niches are requested to provide a personnel profile for inclusion on the members-only website.
- Teleconferences/sharing calls – All member firms are asked on occasion, to provide partners and professional staff possessing superior qualifications, certifications, or experience within specific practice areas or industry niches as instructors or facilitators.
- Sharing Library – Each member firm is encouraged to contribute firm-developed, copyright-free materials and documents (e.g. proposals, presentations, etc.) to include in the association’s Sharing Library.
- Discussion lists – Each member firm should have at least one participant on each of the association’s primary discussion lists (i.e., leading partners, tax, A&A, marketing, firm administration, technology and human resources). In addition, for each of the top five industry concentrations reported in the “Practice Management Survey,” the member firm will select at least one firm representative to participate in that related niche discussion group (i.e., nonprofit, manufacturing, construction, etc.).