* The Succession Institute, LLC is not a CPA Firm

CPA Firm Subscription Package

Posted: October 8, 2010 at 12:29 pm   /   by   /   comments (0)

After about 4 years of work on this project, a significant investment in our technology infrastructure, and at least 10 years of building intellectual property (books, articles, speeches), we are finally ready to deliver a bundle of products and services for small firms in an extremely unique way.  By integrating our Learning Management System (online self-study), our live video streaming webcasts, and our books and other materials, we can now provide the same kind of consulting advice and direction we have historically only been able to provide to our larger CPA firm clients.

The CPA Firm Subscription (CFS) solution process typically starts with one of the free hour phone consulting calls to identify whatever issues the firm wants to address.  Then, we direct the firm owner(s) to review various self-study courses, materials we have created (like sections of one of our books or articles) and/or participate in one of our live programs in order to share common approaches we have used to help firms in similar situations.  After reviewing the assigned material, the CPA firm partners and Bill or Dom are poised to have a very productive strategic and tactical planning session utilizing the other one-hour free consulting call.  For firms that want even more one-on-one support, the CFS Package includes additional consulting options at deeply discounted rates.

For an annual fee of $2,000, your firm will receive access to $600 of free online CPE (see course offerings at SI Practice Management Institute or view this list), free participation for up to 5 computer connections to each of our live streaming video webcasts (learn more about scheduled webcasts), three of our books, and two hours of free phone consulting from nationally recognized CPA firm consultants along with discounted pricing on additional off-site and on-site assistance. To learn more about this program, view a short video or open a PDF document.

We are excited about the CPA State Societies who have joined with us to support their public accounting members. CPA firms in any of the following states must be members of their state society to enroll in the CFS. Residents of other states may enroll without regard to state CPA society membership.  The state societies, in the order that they have joined with us are:

  • Texas Society of CPAs
  • North Dakota CPA Society
  • Idaho Society of CPAs

Call Melanie (512-338-1006, extension 100)  or Jan (512-338-1006, extension 106) to learn more.  Or click the “Contact Us” link below to communicate with us via email.