The CPA Consultants’ Alliance (CPACA) is a working group of thought leaders united in their efforts to further leadership within the CPA profession. Through collaboration, we offer deliverables and solutions CPA firms can use to advance leadership in their firm.

Making a difference is a cornerstone of our work together and we believe that effective leadership is foundational to the long-term success of the profession. Register for future information from us here.


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Tamera Loerzel

ConvergenceCoaching, LLC

Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success. Tamera is committed to help her clients capitalize on opportunities to transform their practices and businesses on a foundation of unity and trust in their leadership teams through retreat facilitation and strategic planning, in-person and virtual leadership training programs, and individual coaching.


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2018 CPAFMA Technology Survey Findings – Part 1

By Roman Kepczyk | April 10, 2018

CPA Technology: Hardware, Infrastructure and Governance The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally…

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A Growth Culture Requires a Solid Foundation of Client Retention

By Dustin Hostetler | March 27, 2018

Many firms today are in the midst of “growth initiatives.” This, in its most basic of definitions, refers to trying to grow a firm from its current size to a larger size through increased focus and training on business development activities. Some firms achieve this through developing niche specialties; others find ways to develop more…

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“LEAN” Tax Production Opportunities

By Roman Kepczyk | March 13, 2018

Your firm went “paperless” for tax processing a long time ago, but is it really taking advantage of the digital tools and production processes that have evolved since then?  In our consulting within CPA firms, we often find that many created digital versions of processes that simply emulated their manual processes.  For example, moving physical…

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