What we're about

Are you a CPA, EA, or accounting firm employee of an independent local professional service firm?

This group aims to build a stronger unity amongst the local firms to combat:
- the industry consolidation by larger firms,
- price/fee compression with online or overseas outsourcing, and
- restore an opportunity for success with a reasonable expectation for work/life balance

The group's goal is to, through participation share best practices so that the independent service provider strengthens their role as the client's "Most Trusted Advisor". As well, share information on trends within the independent accounting industry on topics such as process, pricing, and marketing.

Upcoming events (1)

2019 TAX SEASON SURVIVAL CELEBRATION!! Sponsored by Veracity Advisers

CPAs and Firm Staff are invited to join us for a beverage (or two!!) in celebration for SURVIVING THE 2019 TAX SEASON!! Veracity Advisers and Cantor Fitzgerald are committed to advising and consulting with CPAs and their staffs to deliver clients win-win-win results. Advanced Tax Planning via the CPA Team Based Model will serve clients best and change the future of tax season forever! Please RSVP to this site or contact Veracity Advisers at (561)[masked] Sponsored by: Veracity Advisers & Cantor Fitzgerald Vittles provided by: Taco Chula Taqueria

Photos (3)