CPA2Biz supports you every step of the way…

CPA2Biz has developed an integrated platform of best-of-breed, cloud-based technology solutions to make the management of an accounting practice more efficient, while enhancing your services to clients. We provide firms with practice development and client assessment tools, and frequently conduct free educational web seminars to help you transition to a cloud-based workflow.

With Education and Training:

Comprehensive CPE training, webcasts, and intensive, one-day AICPA Trusted Business Advisor^SM Workshops (in partnership with the AICPA's Private Companies Practice Section – PCPS) provide everything you need to capitalize on these new technologies and enhance your status as your clients' most trusted business advisor.

With Client Sales & Marketing Tools:

Through our online portal, you will have access to ready-to-use and customizable marketing materials that your firm can use to educate your clients about the benefits and unique business advantages of these new client accounting solutions and programs. Sales and marketing collateral you can share with your clients include program flyers, Powerpoint slideshows, web site ads, pre-formatted client emails, online demos and more — all of which you can personalize with your own firm's logo and contact information.

With Value-Added Content, including White Papers, Best Practices & More:

CPA2Biz supports its AICPA Trusted Business Advisor^SM Solutions programs with white papers, firm case studies, expert guidance, financial best practices, benchmarks and customizable industry templates for a variety of business needs – all to enhance the usability and value of these advanced business and financial applications. In addition, through customer feedback, we continuously improve our program offerings, helping firms learn from other firms.

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