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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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

Understanding Emotional Intelligence and its Impact on Firm Culture

By Adelaide Ness | August 14, 2018

Emotional Intelligence. It’s sort of the buzzword in the industry right now, isn’t it? Everyone is talking about it, but do we really know what it means? I know that I didn’t! I recently had the great pleasure of becoming certified in the Emotional and Social Competency Index and was blown away with all that…

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You Want to Become Partner? Six Internal Networking Activities Will Pave the Way!

By Tamera Loerzel | July 31, 2018

One common objective shared by many of our leadership program participants is to increase their visibility in their firm. It doesn’t matter if it’s a small firm or large firm or what segment you’re in, if you want to be elevated, those who will be advocating for you and ultimately voting on your future need to…

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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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