Improving through Sharing

Our foundation is simple: Improving through Sharing. Some of the most valuable resources we provide our members are the outlets through which they have the ability to continuously share ideas and knowledge with each other. A simple theory sets the clear, solid groundwork for enhancing each member’s quality, growth and value.

By sharing best practices and knowledge, our member firms remain independent while having the capabilities of a larger, national firm. In turn, our members’ clients experience the personal treatment of a local firm and have the confidence that their CPA has the resources of an international association.

Our Sharing Library, located on our members-only Web site, contains more than 3,000 documents, including proposals, policy statements, engagement letters, conference materials, marketing plans and other documents donated by affiliated firms for unlimited use by other members. The Sharing Library is constantly growing.

E-mail Discussion lists are available in more than 30 topic areas, giving members immediate access to the expertise of other CPAs across the United States.

The Engagement Concierge facilitates case-by-case engagement connections between members when time is of the essence. A CPAmerica team member assists member firms in need of immediate engagement assistance within 24 hours. This personal engagement service is designed to help you connect with the collective power of other CPAmerica members to enhance your service to clients and expand your niche industry capabilities.

Priority Requests are accessible online and easily distributed throughout the CPAmerica association on behalf of members seeking advice or information from other firms.

Best Practices Conference Calls are regularly scheduled on such topics as A&A updates, niche services, tax services, human resources, technology, firm administration, valuations, firm management and marketing. CPAmerica staff members or member experts facilitate the calls.