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 their Big Ideas! podcast series with 16 episodes that explore key issues facing the public accounting profession, including managing change, leadership, remote staffing, technology, advisory, growth, and succession.

Our Blog

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…

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.CPA Domains Available for Firms Beginning September 1, 2020

By Roman Kepczyk | October 7, 2020

This past June, the AICPA was awarded the .cpa (dot CPA) top-level (worldwide) domain which has been reserved exclusively for entities confirmed by the AICPA to be affiliated with the CPA profession.  This was done to promote long term confidence when visiting a website with the .cpa extension or receiving an email from a person…

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Securing Client Loyalty in Uncertain Times

By Carrie Steffen | September 23, 2020

The 2020 coronavirus pandemic has created a lot of uncertainty. In addition to our daily routines being thrown into disorder, the accounting profession is uniquely affected in so many ways. Deadlines are shifting. Rules are changing. Even that which seemed straightforward is open to interpretation (like payroll costs!). There is comfort and security in routine,…

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