Types of Membership

Advocate and Elevate

CPA Firm Management Association is a firm-based membership association that offers maximum benefit to members at minimal cost with a membership plan designed for your specific needs. Regardless of where you are at with your career, CPAFMA offers the information, services, and training to keep you at the top of your profession.

Firm Members
Firm members are CPA firms with a professional(s) dedicated to the management of the practice or firm or smaller firms looking for support in managing and growing the firm. Each firm membership has a primary contact. The primary contact may be the Chief Operating Officer, Administrator, Partners, Firm Administrator, Director of Administration, Administrative Manager, Office Manager or another designation within an accounting practice or firm.
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Connections
Each firm membership includes unlimited connections to provide additional support and collaboration amongst firm team members. Connections include those in the following specialty areas: Administration, Finance, HR/Talent Management, IT, Learning and Development, Marketing, and Operations.
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Individual Consultant Vendor Member
Individual Consultant members are individuals who provide consulting services to the accounting profession and are sole proprietors, not part of a larger entity.
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Vendor Members
Vendor SIG members are companies who provide services or products to the accounting profession. These companies may take advantage of CPAFMA membership but shall not carry voting rights or be eligible to serve in leadership positions either nationally or locally.
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Upcoming Events

2025 Firm Management Series
October 24, 2025 - January 26, 2026

2025 Firm Management Series

Join CPAFMA for a dynamic 4-part webinar series focused on key aspects of firm management tailored for CPA firm leaders and managers. Each session explores essential skills and strategies to help you lead more effectively, drive accountability, and foster a productive team environment.

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CPAFMA Connections 2026
June 23 - 26, 2026

CPAFMA Connections 2026

Join us for CPAFMA Connections 2026 stand-alone conference, June 23-26 in Salt Lake City. Registration opens in January 2026. For now, save the date! Call for Speakers is OPEN!Submit here. CPAFMA is now accepting speaker presentation proposals for the 2026 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, inspiration, and connection. The ...

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Data-Driven Decision Making for CPA Firms: How ERP Systems Can Help You Stay Ahead
February 2, 2026

Data-Driven Decision Making for CPA Firms: How ERP Systems Can Help You Stay Ahead

This webinar explores how real-time data and ERP systems empower CPA firms to make faster, more informed decisions. Learn how centralized data, key KPIs, and actionable insights can improve accuracy, efficiency, and strategic performance across your firm.

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