the Firm...
CPA Management Systems focuses on the profitability and success of small and mid-sized accounting firms through management and marketing programs and resources. Membership is a valuable marketing tool, identifying the firm as pro-active in meeting clients’ expanding needs.
the Partners...
Partners have access to a resource pool of experience and expertise covering a broad spectrum of services and industries. Membership also provides high quality CPE and more importantly fosters the development of supportive and trusting peer relationships.
the Staff...
Membership in CPAMS is firm wide! All staff are encouraged to explore and utilize the resources available to them. Whether your firm is a charter member or a newer firm, CPAMS is YOUR association and its strength is directly related to how member firms utilize its services.
the Clients...
Your clients want their financial advisor to be well rounded and grounded in every area that is pertinent to their financial well being – and yet they don’t want to sacrifice the highly personalized local service that your firm provides. Through your membership in CPAMS, your clients will benefit, directly and indirectly, from the wide range of resources available to you and your firm.
Do you want to...
We place a high value on the ability of member firms to develop strong, mutually beneficial relationships and to that end, we carefully research firms seeking membership.
In return, CPAMS expects a commitment from those firms to participate in and support the work of the association and its members toward a mutually beneficial collaboration.
May not be in a competitive market area with an existing member.
No specific economic or size requirements, but candidate firms must have a presence in their market area and sufficient resources (financial/personnel) to participate in our association activities.
U.S. members must belong to the AICPA and participate in its Peer Review program. Canadian and Mexican members must belong to their country’s primary accounting association or other regulatory body and participate in peer review programs as applicable.
U.S. and Canadian members must carry professional liability insurance. Insurance as appropriate in Mexico.
We schedule a virtual interview between your partners and CPAMS leaders. We invite you to participate in our next conference so your partners can see firsthand how our programs and services benefit our members and their clients. You can learn more about our virtual sessions that provide continuing education credits; and hear about the success of our Leadership Development Series that contributes to both the professional development and personal growth of our member firm’s up and coming leaders.
CPA Management Systems is a community of individuals with a strong commitment to their clients, their firms and their chosen profession. The strength of our association is a direct result of the contributions of each and every member.
Our members look forward to our meetings and conferences not just for the quality programs but also for the opportunity to interact and spend time together.
We plan all our events to provide ample time and space to informally connect, network and socialize with others in similar circumstances. We encourage members to include their spouses, families and other companions to enjoy this change of pace in a pleasant and welcoming environment.
“Why Are We Here” is one typical way to start our partners conference. It is simply a way for members to identify, recognize and appreciate the value of membership. “Members Helping Members” is our tag line, and these comments confirm that to be true:
“I’m here because it is a member managed association.”
“SOS is the easiest, fastest way to get information.”
“Great relationships.”
“Advice and input have been helpful and also profitable.”
“I initially was interested in the travel but now it is the relationships with members and sponsors.”
“This is my “mental support group.” I can’t talk about some things to my spouse, partners or clients but I can talk to my fellow members.”
The secret sauce of a great conference is the participants. Venue, speakers, sponsors and social events all combine to draw members to our conferences and build relationships and long-standing friendships.
As one member commented, “The people make it work. The conferences and the economic survey are great, but it is the people that make it worthwhile. The economic survey discussion is always a helpful discussion but seeing friends and building relationships is the reason to come.”
Copyright © 2023 CPA Management Systems, Inc. - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.