"I have seen many CPA networks that offer ways to grow your practice; however, CPAPlus Network is the only place where I've found truly innovative methods for working with my clients and employees."
--Gary Brand CPA, Savannah, GA

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 and pooling our experience, we have been able to produce effective systems and tools without the high cost of traditional peer groups.


2017 Regional Meetings - Round 1!

Dates, locations and topics have been set for the first round of 2017 regional meetings.  Each meeting will run from 9AM-3PM local time, and consist of the following topics:

Leadership:  Rethinking Client Planning (2hrs) - Traditionally, we've been taught to build engagements around clients' core work and, at times, what they see as their goals.  Times have changed, and clients no longer see this as being worth premium fees.  Learn how to build engagements--whether they are one-off consulting projects or ongoing PSAs--around the two dynamics that every client is seeking.  The result? You are now the hero, and this is reflected in your billing.

Practice Management:  Remote Dynamics (1 hr) - It's difficult to try to keep up with the changes in culture and business.  While often overwhelming, these shifts also create opportunities to build more leveraged practices and have more of a work-life balance than ever before. Today's CPA practice can operate as partially, or even fully remote, without sacrificing client relationships.  Learn how this can open up possibilities for more talented employees, more effective collaboration and balance in and out of the practice.

Coaching:  Creating Client Engagement (1 hr) - The faster we can bring to the surface what's really important to clients (hint: not the numbers), the easier it is to build transformative engagements and client dependence.  Deb Corey, who has been coaching entrepreneurs for years, discusses the necessary adjustment of mindset, along with practical techniques for accomplishing this.

Open Roundtable (1hr) - What did I learn from tax season?  An open, peer-to-peer discussion where we can learn from each other's successes and mistakes.

 

Schedule:

Wed, May 31 - Greenwich, CT

Tues, June 6 - Pittsburgh, PA

Thurs, June 8 - Atlanta, GA

Fri, June 9 - Dallas, TX

Tues, June 13 - St. Louis, MO

Wed, June 14 - Salt Lake City, UT

Wed, June 21 - Lake Tahoe

Wed, June 21 - Tampa, FL

Thurs, June 22 - Chicago, IL

Fri, June 23 - Phoenix, AZ

Tues, June 27 - Denver, CO

Tues, July 27 - Cincinnati, OH

Wed, June 28 - Philadelphia, PA

Wed, June 28 - San Diego, CA

Thurs, June 29 - Raleigh, NC

 

To schedule for a meeting, please contact Janette Phillimore at janette.phillimore@cpaplusnetwork.com, or 925-917-0752

 

*It is CPAPlus Network policy that if a member is not satisfied with a network function that he or she has attended, a full refund or an additional credit may be granted, no questions asked.  For more information regarding administrative policies such as complaints, please contact Janette Phillimore at 925-917-0752 or janette.phillimore@cpaplusnetwork.com.