Welcome to CPAPlus  Network

CPAPlus Network is a national, non-profit, peer-to-peer network of small CPA firms, formed to exchange best practices specific to our challenges and culture. Through the collective expertise and experiences of firms from across the country, we are effectively overcoming specific challenges many of us face.

The Network was created by CPAs for CPAs as a resource for improving efficiencies and increasing revenue. By sharing best practices through various methodologies, we have been able to produce effective systems without the high cost of traditional peer groups.


2016 Regional Meetings

CPAPlus Network Regional Meeting dates, locations, and topics have been established for all of 2016 and into January of 2017.  These regional meetings will be separated into three separate rounds:  The first beginning in the latter part of May, the second beginning in August, and the third beginning in November.  To schedule for any meeting(s), please e-mail Janette Phillimore at janette.phillimore@cpaplusnetwork.com, and indicate which meetings you wish to attend.

Each participant will receive 5-6 CPE for attendance.  The first round is listed below, with the rest of the year's dates listed on the Regional Meeting page.

Round 2:

Establishing Professional Service Agreements (PSAs) - Professional Service Agreements provide a platform on which we can transform clients' businesses and lives while significantly increasing billing.  This session will discuss how to do so during the second half of the year, and will include examples from member firms.

Overcoming Employee Attrition - Finding and retaining employees is proving to be a monumental challenge in our industry.  While we often blame the size of the talent pool or other external factors, the reality is that we must focus more on how we're developing, leading, and motivating our employees, ultimately creating dependence.

CPA Firm Leadership in 2016 - Choosing the right type of leadership for the right situation can make or break our ability to effectively guide clients and reduce employee burnout.  Often times, small firm practitioners use the wrong methods.  This session will focus on how to use leadership styles as tools for practice development and coaching clients.

Implementing Family Office Services - Unique ways to assist high net worth and ultra high net worth clients, going well beyond typical family office systems.

St. Louis - Tuesday, 8/16

Minneapolis - Wednesday, 8/17

Chicago - Thursday, 8/18

Cincinnati - Friday, 8/19

Orlando - Thursday, 8/25

Denver - Tuesday, 8/30

Dallas - Wednesday, 8/31

Pittsburgh - Tuesday, 9/20

Philadelphia - Wednesday, 9/21

Greenwich, CT - Thursday, 9/22

Atlanta - Thursday, 9/29

San Diego - Tuesday, 10/18

Phoenix - Wednesday, 10/19

Las Vegas - Thursday, 10/20

Lake Tahoe - Friday, 10/21

Raleigh - Thursday, 10/27