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.


Member of the Month


Terry Putney

Transition Advisors, LLC

Terry Putney brings his unique experience in both the accounting and merger/acquisition disciplines to his role as CEO of Transition Advisors, a firm dedicated to working exclusively with accounting firms nationwide to:

  • Develop and execute strategies to expand through mergers and acquisitions
  • Identify objectives and create unique methods to facilitate retirement and other transition of owners
  • Build business plans and owner agreements to facilitate and manage internal succession


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Issues and Answers: Insightful Solutions to Today’s Biggest Challenges

Our Blog

4 Steps for Developing and Implementing a Client Acceptance Policy

By Jenni Thulin | July 17, 2018

It’s not uncommon for a CPA to have one of those clients. Maybe there were warning signs from the beginning, but somehow, they seemed to fall below the radar. Now, you find yourself serving a client who complains about their bill, has asked you to do something unethical, is always late with their information, or…

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Stop Solving Everyone’s Problems

By Sarah Elliott | June 19, 2018

As a CPA, I spent many years being a problem solver. As an auditor, my trained tendency was to audit things…to correct and fix them. This habit helped me excel in the technical aspects of my job. But to my husband…well, I’m not sure he found me irresistible when I was correcting his statements or…

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Staying Positive

By Tamera Loerzel | June 5, 2018

At this time of the year, the various busy season deadlines, spring upon us, and new activities thrown into our schedule require increased time and effort, driving our stress level up. Here are six ideas to help maintain positivity – and even reduce the feeling of stress – that you can practice during these peak…

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