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


The CPA Consultants’ Alliance (CPACA) recently released Season 2 of Big Ideas! a podcast that explores key issues facing the public accounting profession, including managing change, leadership, remote staffing, technology, advisory, growth, and succession.

Our Blog

Navigating fear in times of uncertainty

By Sarah Elliott | November 18, 2020

Ever since the World Health Organization declared the novel coronavirus a global pandemic, fear and uncertainty have been running rampant.   Instead of getting unconsciously swept away in the tide of collective fear, we invite you to hit pause and reflect. In times of uncertainty, it’s easy to let fear and worry drive our thoughts,…

Read More

The Biggest Barrier to Anytime, Anywhere Work™ – Sludge

By Tamera Loerzel | November 4, 2020

But there is a BIG issue lurking that can sabotage your firm’s move to a truly virtual Anytime, Anywhere Work™ firm and it’s called “SLUDGE.” In “real life,” sludge is defined as a muddy substance, dirty oil, sea ice, mire, muck and any number of other unproductive substances that slow or bog things down.  We first heard of sludge…

Read More

5 Steps for Increasing Your Connection With Clients

By Sandra Wiley | October 21, 2020

Your clients drive your business model. This is why, in these tough times, it’s so important to connect with them and show them you care. Your clients have likely felt a sense of panic over the public health situation, the economy, their own customer base, and their employees.  They may be facing a tension between…

Read More