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.
Comprehensive CPE training, webcasts, and intensive, one-day AICPA Trusted Business AdvisorSM 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.
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.
CPA2Biz supports its AICPA Trusted Business AdvisorSM 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.