Preferred Providers & Consultants

Access to expertise that impacts the CPA firm

More than 50 consultants and companies provide CPAmerica members with cost-saving opportunities and efficiencies to improve firm functionality, gain a competitive advantage and help firms to make more money.

Use the search box below to search for the services you require. For example, you can search on terms like “audit”, “training” or “marketing”

CompanyPhoneCategories
ACPEN(972) 377-8199Audit Services, CPE & Training
AICPA(888) 777-7077CPE & Training
AICPA - Audit Quality Centers(919) 402-4065Audit Services, Research & Analysis, Niche Services
AICPA - PCPS(800) 272-3476Business Services, HR & Recruiting, Marketing
alliantgroup(844) 898-3280Tax Services - International Tax Inbound and Outbound, Tax Services - IRC Section 179D Energy Efficient Buildings Deduction, Tax Services - Research and Development Tax Credits
AuditSense, LLC(813) 373-6968Audit Services,
Avantax Wealth Management(972) 870-6000Business Services, Financial Services, Niche Services, Technology Services
Becker Professional Education(877) 272-3926CPE & Training
Black Line Group(763) 746-1291Tax Services - Research and Development Tax Credits
Botkeeper(800) 388-3323Niche Services, Technology Services
Cetrom(866) 365-1098Technology Services
CG Healthcare Solutions, LLC(732) 818-0067Member Preferred Provider, Niche Services
CPA Leadership Institute, Inc.(888) 406-0088CPE & Training
CPA Mutual(800) 543-3029Business Services
CPACharge(844) 352-4705Business Services, Financial Services
Crowe, LLP - National Tax Office(610) 280-5276Tax Services - National Tax Advisory,
Tax Services - Cost Segregation, Tax Services - Foreign Asset Reporting and Disclosure, Tax Services - International Tax Inbound and Outbound, Tax Services - IRC Section 179D Energy Efficient Buildings Deduction, Tax Services - Research and Development Tax Credits
CSG Strategic Tax Consultants(844) 427-4829Business Services, Member Preferred Provider,
Tax Services - Cost Segregation
D&B Hoovers(513) 830-9691Business Services, Research & Analysis, Niche Services
DataMotion(800) 672-7233Hardware & Software,
Technology Services
Dext (202) 793-7199Business Services, Financial Services
Digilence, LLCAudit Services, Business Services, Hardware & Software,
Technology Services
Doc.It(888) 693-6248Business Services, Hardware & Software
Elite Editorial Services(301) 858-0610Marketing
Gary A. Zwick (Estate & Gift Tax Planning)(216) 781-1212Preferred Consultant
Haynes and Boone, LLP - Ken Bezozo(212) 659-7300Preferred Consultant, Tax Services - National Tax Advisory
Hertz(800) 654-3131Travel & Entertainment
HITRUST Certified Assessment Services(404) 573-4054Member Preferred Provider, Niche Services
Infinite Solutions LLC(812) 948-0838Technology Services
INSIDE Public Accounting(317) 733-1920CPE & Training, Research & Analysis
IntuitHardware & Software, Technology Services
Jordan Goodman (SALT Attorney)(312) 606-3225Preferred Consultant
KnowBe4(855) 566-9234Business Services, Technology Services
LeaseCrunch LLC(414) 626-6685Audit Services, Business Services, Hardware & Software, Technology Services
Lorman Education Services(866) 352-9539CPE & Training
Makosi(877) 625-4674Audit Services
McGuire Sponsel(317) 564-5000Tax Services - Cost Segregation, Tax Services - International Tax Inbound and Outbound, Tax Services - IRC Section 179D Energy Efficient Buildings Deduction, Tax Services - Research and Development Tax Credits
Mercer, LLC(502) 561-4542Quantity Purchasing & Publications
MindBridge Analytics Inc.(613) 667-1236Audit Services, Hardware & Software, Technology Services
Network Management Group, Inc. (NMGI)(620) 664-6000CPE & Training, Technology Services

Packman, Neuwahl & Rosenberg - Shawn Wolf
(305) 665-3311Preferred Consultant, Tax Services - National Tax Advisory, Tax Services - Foreign Asset Reporting and Disclosure, Tax Services - International Tax Inbound and Outbound
Payroc (888) 477-4500Business Services
Plain-English Accounting(212) 596-6170CPE & Training
ProfitCents(833) 422-7446Business Services, Research & Analysis, Niche Services
QuickFee(844) 968-4387Business Services, Financial Services
Rich Daisley (A&A Consultant)(800) 778-7436Audit Services, Preferred Consultant
Sean King - McGuire Sponsel(919) 757-4816Preferred Consultant, Tax Services - International Tax Inbound and Outbound
SoFi Lending Corp(855) 456-7634Financial Services
State Tax Advisors - Based in Texas(281) 358-1060CPE & Training
SurePrep, LLC(800) 805-8582Hardware & Software
Surgent CPA Review(877) 387-2821CPE & Training
Surgent cpe(800) 778-7436Audit Services, CPE & Training
The Growth Partnership(314) 209-0922Business Services, CPE & Training, Marketing, Niche Services
Thomson Reuters (TRTA) / Checkpoint Marketing for Firms(800) 431-9025Marketing, Quantity Purchasing & Publications
Thomson Reuters - Quickfinder(800) 431-9025Quantity Purchasing & Publications
Thomson Reuters-Checkpoint Learning (CPE)(800) 431-9025CPE & Training
Thomson Reuters-PPC(800) 431-9025Audit Services, Quantity Purchasing & Publications
Thomson Reuters-ProView(800) 431-9025Hardware & Software
Thomson Reuters-RIA(800) 431-9025Quantity Purchasing & Publications
TransferMate(312) 924-3737Business Services, Financial Services
Transition Advisors, LLC(866) 279-8550Preferred Consultant
Tri-Merit, LLC(847) 637-5677Business Services,
Tax Services - Cost Segregation, Tax Services - IRC Section 179D Energy Efficient Buildings Deduction, Tax Services - Research and Development Tax Credits
Wolters Kluwer(800) 344-3734Audit Services, Business Services, CPE & Training, Quantity Purchasing & Publications, Technology Services
Yaeger CPA Review(800) 824-2811CPE & Training