Alliantgroup’s mission is to help American businesses overcome the challenges of today to prepare them for the 22nd Century and beyond.
Unlike other consultancies, we work hand-in-hand with our clients and their CPA partners to implement quantifiable solutions to their most critical concerns. During our 20+ years of experience, we have partnered with over 4,500 CPA firms nationwide, helping them provide top-quality service to their clients as well as bolstering their own operations. To date, we have helped over 30,000 businesses evaluate credits & incentives that could produce lucrative returns and lessen their tax liability. In addition to our work in the tax space, we also offer team extension resources, cybersecurity, automation, and other digital tools, as well as management engineering. Our solutions are customed tailored to your firm’s needs, giving our CPA partners peace of mind and security in our resources. .
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Charles Wismer is one of the creators and CEO of FincenFetch - a leading BOI filing solution used by hundreds of firms across the U.S., including many top 100 organizations. FincenFetch began building CTA filing solutions two years before the launch of the corporate transparency act. During this time, they gathered valuable insights from thousands of discussions with accounting and law firms.
Charles Wismer, through interviews, consultations, presentations, and industry collaborations, plays a pivotal role in shaping standards and best practices in the field. at FincenFetch, the focus is on a personalized approach, tailoring plans, features, and strategies to meet the specific needs of each firm. "At FincenFetch, we use cutting-edge technology to streamline compliance, enabling even junior staff members to manage numerous reports efficiently and quickly—often in just minutes per report. Our commitment is to functional, easy, and secure innovation," explains Charles.
Check the resource page for information on member 20% discount and Free E-Book
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Becker's vision is to empower people around the world to advance their careers through a lifelong partnership of superior professional education.
We are proud of our rich history and track record of growth spanning more than 60 years. Our global presence includes more than 2,900 partners—including accounting firms, societies, corporations, government agencies and universities.
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Educating people. Advancing careers. Elevating professions.
With our innovative SmartAdaptTM technology, exceptional content coverage, and personalized support, you'll have everything you need to study for the CPA Exam more effectively. Gleim has been the leader in accounting exam prep for over 50 years, and in that time, we've helped accountants pass over 1 million CPA exams. The largest test bank on the market, over 100 hours of videos, our Access Until You Pass® Guarantee, and the other signature features of Gleim CPA Review will prepare you better than anything else.
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Surgent CPA Review is not like most other review courses. And that’s good news for you. Whether you’re a new candidate just beginning your exam preparation, or a candidate who has tried other review courses without success, you’ll
find our teaching methods interesting, engaging, and–most importantly–effective.
Here are the top reasons why more candidates are choosing Surgent CPA Review:
- State-of-the-art, adaptive learning technology
- The best instructors in the industry
- Courses that cover exactly what you need to know
- We guarantee that you will succeed
UWorld Roger CPA Review’s award-winning program has revolutionized CPA Exam preparation. Proven with a 94% pass rate, our course enables you to master difficult accounting concepts on a deeper level—ensuring you excel on the exam and beyond in your career.
Top reasons to choose UWorld Roger CPA Review:
- Top-quality Practice Questions to ensure you fully understand the what, why, and how.
- Extraordinary Instruction to keep you engaged and effectively learning and retaining key concepts.
- Smart Technology, providing a streamlined learning experience to help you pass faster
- Proven Results, backed by a 94% pass rate. The profession’s top educators, employers, and organizations.
Join the over 2 million professionals in accounting, medicine, law, finance and more who have passed their high-stakes exams with UWorld!
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CPA.com looks ahead to what’s next and enables accounting firms and finance teams to evolve and innovate across practice areas and businesses to stay ahead of a rapidly changing business landscapes and deliver more value to clients.
As the business and technology subsidiary of the American Institute of CPAs (AICPA), we connect firms of all sizes with the expert insights, strategies, resources and technologies that future success demands so they can continue to thrive – now and into the future.
The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena – enabling you to focus on growing your business with the smartest solutions in our profession.
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Perigon Wealth Management, LLC is an independent RIA firm that provides financial advice to individuals and organizations. Perigon provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals.
Perigon is owned and led by financial advisors who value autonomy, collaboration, entrepreneurial spirit, and offer their advisors complementary skill sets and intellectual capital to help them compete for new opportunities.
As of March 31, 2024, Perigon had over $7.7 billion in client assets.
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At Sentinel Group, we engineer solutions that make your benefits easy and ensure you always get a “Sentinel-worthy” client experience.
You want a partner who promotes financial wellness, encourages retirement readiness and empowers individuals to succeed in a way that is easy for your people, your business and you. We’re able to deliver everything you need – all in one place – and provide a holistic consultative strategy to your benefits package! Our expert benefit consultants help simplify the benefits process for employers, and our financial planners put it all into perspective for individuals.Brian Raymond
VP, Business Development
At WealthCare Management Services, Dave Petoskey and his team specialize in simplifying financial complexities for individuals and business owners. We offer a comprehensive suite of services, including investment management, strategic retirement planning, estate planning, and tax optimization strategies. Aligning your aspirations and financial goals with planning and investment strategies, you'll receive a thoughtfully curated plan that empowers you to maximize your income and assets so you can pursue your personal vision of financial success. Working collaboratively with your CPA partners, Dave will ensure a powerful alliance is forged to help you make purposeful decisions today and safeguard your wealth for the future. Recognizing the value of giving back, Dave serves on many committees and advisory councils at his alma mater, Walsh College, and is a member of its President’s Advisory Council. He currently serves as the Chairman of the Board.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Management Services, a registered investment advisor and separate entity from LPL Financial.
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Businesses of all sizes are faced with a rapidly-changing competitive environment. Companies that possess both the ability to successfully navigate obstacles, and the agility to react to market conditions, are better positioned for long term success. Analytix Solutions helps your company tackle these types of challenges.
We empower business owners to confidently make informed decisions and positively impact profitability. We are a single source provider of integrated solutions across multiple functional areas and disciplines.
Through a combination of cross-disciplinary expertise, technological aptitude, and deep domain experience, we support our clients with efficient systems and processes, reliable data, and industry insights. We are your partner
We provide quality health insurance to large employer groups, small businesses and individuals. We are our members’ trusted partner in providing affordable, innovative choices that improve their care and health. We help you make the right choices offer valuable coverage, and help you get quality health care for yourself and those you love. We are improving the health of Michigan’s citizens and communities. Now, more than ever, we will stand behind the care you need. Like we’ve done for more than 80 years.
Gift of Life Michigan is the state’s federally designated organ and tissue recovery program, providing all services necessary for organ donation to occur. It works as the intermediary between families, hospitals and transplant centers to fulfill donation decisions for patients and their families. Gift of Life Michigan was founded in 1971, by five surgeons who represented the medical schools at the University of Michigan, Michigan State University, Wayne State University and Henry Ford Hospital. It was initially known as the Transplantation Society of Michigan, and it began as a kidney donation program. The Mission of Gift of Life Michigan is to honor life through donation. Since 1971, Gift of Life Michigan has honored the decisions of more than 10,000 organ donors and their families. It has also helped more than 25,000 tissue donors give their final gifts. Gift of Life began recovering tissue in 1988.
Paychex, Inc. (NASDAQ: PAYX) is a leading provider of integrated human capital management solutions for human resources, payroll, benefits, and insurance services. Paychex empowers small- and medium-sized business owners to focus on the growth and management of their business. Learn more by visiting www.paychex.com/accounting-professionals.
Trion relieves the stress and burden of HR administration for small to mid-size companies — helping them remain focused on their core business. Our size provides client employees access to better benefits and HR services usually available only to large corporations — all while taking employer risk and regulatory strain off our clients' backs.
We specialize in payroll, taxes, benefits administration, workers' compensation, and regulatory compliance, helping our clients attract and retain top talent, mitigate risks and stabilize costs.
Created by CPAs in 1986, for CPAs, CAMICO provides Professional Liability Insurance and risk management solutions for the accounting profession. CAMICO understands that insurance alone is not a solution for reducing risks – that’s why in addition to comprehensive policy coverage, policyholders have access to practice and risk management services, expertise and tools. Why choose CAMICO?
- Call our advice hotlines for expert guidance on loss prevention and risk avoidance.
- Receive proactive support and counseling on potential claims from claims specialists.
- Utilize the sample letter templates, articles and resource centers on our Members Only Site to stay ahead of the curve.
Alpa (KEILY) Evans, CIC
Senior Account Executive
800.652.1772 extn. 6720
aevans@camico.com
Founded in 1946, Kapnick Insurance is an independent advisory firm with Michigan roots and a global reach. Our 200+ colleagues provide expert guidance and creative problem-solving pertaining to business insurance, risk solutions, employee benefits, worksite well-being, and personal insurance to a vast and diverse base of clients worldwide. For over 78 years, companies and individuals have looked to Kapnick as a trusted advisor, providing solutions that protect their operations and employees.
Contact:Brian Pilarski
586-531-2677
Brian.Pilarski@Kapnick.com
Rightworks enables accounting firms and businesses to significantly simplify operations and expand their value to clients via our award-winning intelligent cloud and learning resources. This is possible with Rightworks OneSpace, the only secure cloud environment purpose-built for the accounting and tax profession, and Rightworks Community, the premier space for firm optimization, growth and professional development. Whether clients use QuickBooks Desktop, QuickBooks Online, Xero or other accounting software, OneSpace creates a frictionless experience via a single pane of glass. Founded in 2002, Rightworks has grown to serve over 10,000 accounting firms in the US—from single practitioners to Top 10 firms.
SensCy’s mission is to improve the cybersecurity health of small and medium-sized organizations and be the trusted guide for sensible cybersecurity. In today’s digital world, data is a valuable asset and hackers are realizing that SMOs are significantly less protected than large companies with many resources. SensCy ensures that small businesses have the proper education, sound policy, best practices and a clear understanding of their cyberhealth—dramatically reducing the chances of a catastrophic cybersecurity incident—and are prepared to respond and recover should an incident occur. SensCy is committed to its clients, offering an affordable, easily understood solution and the personal attention required to create a proactive cybersecurity culture.
Detroit-based Rocket Mortgage, the nation’s largest home mortgage lender, enables the American Dream of homeownership and financial freedom through its obsession with an industry-leading, digital-driven client experience.
United Parcel Service (NYSE: UPS) is a global leader in logistics, offering a broad range of solutions including the transportation of packages and freight, the facilitation of international trade, and the deployment of advanced technology to manage the world of business more efficiently. Headquartered in Atlanta, UPS serves more than 220 countries and territories worldwide.
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8am CPACharge helps you get paid faster and makes billing easier for you and your clients. With next-day deposits, Quick Bills, and secure storage for payment info, it keeps cash flowing without the busywork. Automated invoicing, itemized billing, and seamless reconciliation save you time, while custom payment pages and PCI-compliant security give your clients a smooth, trustworthy experience. CPACharge is part of 8am—the professional business solution that empowers you to deliver world-class outcomes for your clients and exceptional financial results for your business.
KinderCare Learning Companies is a leading provider of early childhood education and care services in the United States, serving children from six weeks to 12 years old. We operate a vast network of early learning centers, before- and after-school programs, and employer-sponsored child care services. KinderCare emphasizes high-quality education, safety, and fostering a nurturing environment for children’s development.
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Canopy is a full-suite practice management solution for accountants. Canopy offers project management, document management, and client communications tools all in one secure, cloud-based platform.
Accounting Practice Sales is the leader in marketing accounting and tax practices across North America. We work with CPAs, accountants, and tax professionals to facilitate the sale and/or acquisition of accounting and tax practices. Our independent brokers know the local market and can determine the best asking price for your firm, using our time-tested strategies.
The true value of a broker shows during negotiations. We have decades of experience in thinking outside the box when it comes to negotiations, bringing favorable terms to both parties, and closing deals.
Contact us today or visit our website at www.APS.net to learn how we can help you reach your goals and achieve your dreams. There are no costs or obligations to learn more.
Wolters Kluwer’s CCH® is a recognized leader in the tax and accounting industry, with an unwavering commitment to help professionals with expert solutions to optimize tax and accounting processes.
Our efficient web-based methods deliver the most effective way to stay updated and informed with the latest industry changes. Whether you are looking to get grounded in the fundamentals of your practice area or for a quick brush-up on a niche topic, CCH ensures you benefit from expert insights while optimizing your time.
https://engagetax.wolterskluwer.com/AssociationsReferralProgram
