Infinity CPA Network was created in 2018 by CPAs for CPAs.
Education, Collaboration, and Conversation
The network creates a forum where information can be shared to better serve our clients and achieve higher profitability. Education is our primary focus and several CPE events are hosted each year that focus on industry challenges presented by experts working in these fields.
The network collaborates together to share access to vetted attorneys, bankers, insurance and investment professionals. Additional benefits include establishing a framework for referrals between member firms so that you can stay focused on your area of expertise.
Discussion and distribution of best practices on marketing and technology. Practice management and improving profitability are openly shared. Each member firm must agree and sign a non-solicitation of clients/employees.
What do we do?
Here's some answers to your questions...
What do we do?
• Education that is relevant and consistent
• Vetting of outside professionals
• Referrals without loss of client relationship or client control
• Resource for technology and marketing
What is required?
• Active CPA or CPA firm
• Agree to training and education on financial services
• Attend/participate/present in local CPE events
• Sign non-solicit of staff & clients
• Collaborate on list of vetted/approved vendors
Next Steps?
• Review and sign the membership agreement
• Complete the education and training process
• Please provide a list of services you.your firm provides
