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

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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Business Development For Non-Selling Professionals: Maximizing Efficiency and Effectiveness to Attract Ideal Clients
February 11, 2026

Business Development For Non-Selling Professionals: Maximizing Efficiency and Effectiveness to Attract Ideal Clients

This session is designed for firm partners, directors and managers who want to improve balance between business development and delivery of client work. This will be an interactive session that engages the audience and provides practical tips and best practices that can be easily implemented. The outcome of the session will be to help participants be more efficient and effective with limited business development time.

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Aligning People Strategies with Firm Goals: A Path to Enhanced Performance
March 4, 2026

Aligning People Strategies with Firm Goals: A Path to Enhanced Performance

Description In this session, Amanda Duff, SPHR, SHRM-CP, will delve into the critical intersection of people strategies and business objectives. Drawing from her extensive experience in both HR and accounting, Amanda will share actionable insights on how CPA firms can align their talent management practices with firm goals to drive performance, enhance retention, and foster a thriving workplace culture. Session Objectives: Identify key ...

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