Membership Application

  • Expanding Knowledge
  • Sharing Experiences
  • Achiving Through Collaboration
  • Influencing Leadership
  • Envisioning Possibilities

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.

FIRM/COMPANY INFORMATION
Please select the CPA Firm Association(s), Alliances or Networks, if any, that that your firm belongs to. Do not include State Societies.

CHAPTER CONNECTION
Chapter connection is automatic with CPAFMA. You may select the chapter of choice. If no chapter is selected and the address of the firm’s primary connection’s location is located within the boundaries of an active chapter, the firm will be assigned to that chapter without obligation to the firm except to potentially receive additional connections and benefits.

CONNECTION INFORMATION

PRIMARY CONNECTION:
This is usually the individual primarily responsible for the day-to-day operations of the firm.

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If this individual is most often at a different location than the above firm/company address, please provide their primary local address:

SECONDARY CONNECTION:
This is usually a partner or another individual with operational responsibilities of the firm. Firm membership includes two connections.

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If this individual is most often at a different location than the above firm/company address, please provide their primary local address:

ADDITIONAL CONNECTIONS:
Additional individuals (any over the allotted two per firm) may participate at a fee of $99 each per year. These individuals are usually those with departmental responsibilities such as human resources, finance, marketing, IT, etc.

Membership Categories and Dues

Accounting firms receive 12 months of benefits from the time they join for the fee above. This fee includes up to two connections and all employees of the firm are entitled to the same member discounts towards educational offerings, event admittance and program participation.

BDO Alliance USA members receive the same benefits as Firm Members with an annual discount and the ability to join without an initiation fee.

Firms that consult with accounting or finance firms receive 12 months of benefits from the time they join for the fee above. This fee includes up to two connections and all employees of the consulting firm are entitled to the same member discounts towards offerings.

Companies that provide products and/or services to accounting firms receive 12 months of benefits from the time they join for the fee above. This fee includes up to two connections and all employees of the company are entitled to the same member discounts towards offerings.
Additional Fees:
Initiation Fee: $25 one-time fee
For all first-time firm/company members except those that are members of BDO Alliance USA. If the firm/company has been a member previously, welcome back and save $25! Note any member entitled to the waiving of the initiation fee besides a BDO Alliance USA member will receive a $25 credit after membership approval.
Additional Connection Members: $99 annually for each
For those individuals after the first two individual connections from a firm/company member. Connection members receive all communications, inclusion on the Connect platform and in the Association’s online directory as well as all other privileges of membership.

BILLING CONTACT INFORMATION    Same as above
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Payment Information
$
 
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The applicant agrees that once accepted as a member of CPA Firm Management Association, all employees become members of CPAFMA as representatives of the firm/company and agree to adhere to the bylaws of the Association and understand that while attending a function of the organization, whether in-person or virtually, they are representing the firm and/or company. As such they are also entitled to all discounts towards educational offerings, event admittance and program participation.