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Small Firm Alliance

Join the PICPA Small Firm Alliance for access to a suite of exclusive benefits curated for small firms and sole practitioners. Connect with your peers and discover a broad range of technical and practice management tools.

Benefits:

Access to Exclusive Resources

  • Alliance member directory available to Small Firm Alliance members upon request
  • Virtual info sessions on technical and practice management topics featuring roundtable discussions with industry experts
  • Discounted listings on PICPA's job board
  • Concierge contact within the PICPA
 
 

capstan

Exclusive Sponsor of the Small Firm Alliance
 

Join the Small Firm Alliance for free today!

Sign Up Now


Special Offers from PICPA Business Service Partners

  • SmartVault – Online document storage and secure file sharing. Small Firm Alliance members will receive 15% lifetime discounts, 50% discount on setup and training.
  • KPInterface – No-cost consultation to discuss the firm's network, cybersecurity, BCDR, cloud, IT road mapping, and compliance for Alliance members.
  • Miles Media – Small business marketing agency. Alliance members will receive a 20% discount on all web services, free web hosting for one-year, a 10% discount on a printing order, a 20% discount on consulting services, and a free one-hour marketing consultation.
  • Future Firm Accelerate – An online coaching membership that helps busy firm owners quickly scale a systematic accounting firm that drastically reduces their workload. The program includes online training, coaching from a former firm-owner that took his online firm from scratch to sale in 5 years, and a community of 450+ modern firm owners who share best practices. Alliance members will receive their first-month membership for only $15.
  • EPSA – Educational presentations regarding the R&D Tax Credit, including which industries qualify and which activities and expenses can be included. Additionally, clients of Alliance members will receive a 10% reduction in EPSA's fees.
  • Xero – 25% off for the first six months for Alliance members; watch this to learn more about this cloud-based accounting software platform.
  • Wolters Kluwer – In addition to TaxAware Center, Alliance members have access to:
    • Client Letter Toolkit - templates for client communications
    • Taxes - the Tax Magazine
    • IRC/Multistate Personal & Corporate Income Tax Comparison Smart Charts - compare how specific items are handled in multiple states at one time
  • Capstan – In the face of growing tax code complexity, it's almost impossible to cover every area with in-house resources. Capstan Tax Strategies will work closely with you to bring value-added services like Cost Segregation, Energy Studies, and R&D Tax Credits to your clients.  Let us focus on the fixed assets, so you can focus on your clients. 
  • Exclusive offers from Capstan for Alliance members only:
    • Live webinar for members of their firm, free of charge 
    • Exclusive access to periodic Capstan videos on hot industry topics 
    • Access to the full slate of frequently requested Capstan CPA tools, including our depreciation accelerators, tangible property regulations flowchart, and more

Requirements

  • All CPAs on staff must be current PICPA members in good standing
  • Eligible firms will have eight or fewer professional staff

Sign Up Now

For more information, contact India at itaylor@picpa.org