{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/cpa-com","markdownUrl":"https://haycion.com/advisors/cpa-com.md","jsonUrl":"https://haycion.com/advisors/cpa-com.json","name":"CPA.com","headline":"Helps CPA firms scale advisory, audit and tax services through technology, training and partner programs.","firmType":"Advisory firm","website":"https://www.cpa.com","location":"New York, NY, United States","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T20:37:53.769Z","extractedAt":"2026-10-15T20:36:20.222Z","dateLine":{"kind":"checked","date":"2026-10-15T20:36:20.222Z"},"about":"Accelerating the path to Business Insights Advisory, CPA.com is known for reimagining CAS models and embedding AI into tax research workflows to accelerate high-quality outcomes. Clients hire the firm to transform CAS and operationalize AI across tax teams; engagements include a firm-wide CAS strategy for Baker Tilly and AI-enabled tax research at Bartlett, Pringle & Wolf.","intro":"They help firms adopt practice and audit technology and build staff capability, offering six comprehensive DAS training levels from new hire to manager.","titlePhrase":"CPA Advisory Transformation Firm","agentUrl":"https://nowen.ai/agents/cpa-com","contactUrl":"https://haycion.com/advisors/cpa-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/cpa-com","label":"Apply to CPA.com's partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"facts":[{"label":"Engagement models","value":"Project, Workshop or training, Coaching"},{"label":"Founded","value":"2001"},{"label":"Works in","value":"United States, Global"}],"idealClient":{"stages":["Bootstrapped","Established business","Enterprise"],"sizes":["11 to 50 people","51 to 200 people","201 to 1,000 people"]},"fit":{"goodFit":["A bootstrapped company, an established business or an enterprise with 11 to 50 people, 51 to 200 people or 201 to 1,000 people","In accounting, professional services or financial services","Based anywhere: they work globally"],"engagement":[{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Workshop or training","definition":"Sessions that teach your team a method or a skill."},{"label":"Coaching","definition":"One-to-one sessions that build a leader's skills."}]},"specialisms":[{"slug":"digital-transformation","label":"Digital transformation","hubUrl":"https://haycion.com/advisors/specialism/digital-transformation"},{"slug":"ai-adoption","label":"AI adoption","hubUrl":"https://haycion.com/advisors/specialism/ai-adoption"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"},{"slug":"people-and-talent","label":"People and talent","hubUrl":"https://haycion.com/advisors/specialism/people-and-talent"}],"services":[{"name":"CAS practice transformation","description":"Client reimagines CAS models and implements a firm-wide CAS strategy, as executed with Baker Tilly."},{"name":"Audit transformation & DAS implementation","description":"Client modernizes audit workflows and adopts digital audit processes to improve audit delivery."},{"name":"Audit technology implementation & change management","description":"Client deploys audit technology and manages staff adoption through structured change management."},{"name":"Tax transformation & AI-enabled research integration","description":"Client integrates AI into tax research workflows to accelerate high-quality tax work, as demonstrated with Bartlett, Pringle & Wolf."},{"name":"Training, certification and upskilling programs","description":"Client enrolls staff in training and certification programs to build advisory and technical capabilities."},{"name":"Implementation consulting & operational optimization","description":"Client receives hands-on implementation consulting to optimize operations and firm processes."},{"name":"Partner program enablement and tech-stack integration","description":"Client launches partner programs and aligns partner technology stacks for joint service execution."},{"name":"Practice management and strategic advisory","description":"Client engages in practice management and strategic advisory to scale advisory offerings and firm performance."}],"proofPoints":[{"title":"How Sage Intacct helped Forvis Mazars cut AP entry in half","url":"https://www.cpa.com/case-studies/how-sage-intacct-helped-forvis-mazars-cut-ap-entry-half","metric":"AP automation with bill ingestion cut AP entry roughly in half.","client":"Forvis Mazars","summary":"AP automation with bill ingestion cut AP entry roughly in half."},{"title":"Accelerating the path to Business Insights Advisory (Baker Tilly)","url":"https://www.cpa.com/case-studies/accelerating-path-business-insights-advisory","client":"Baker Tilly","summary":"Accelerated the path to Business Insights Advisory for Baker Tilly."},{"title":"DAS training levels with 20-20 Services","url":"https://www.cpa.com/das","metric":"Six comprehensive levels of expert-led training from new hire to manager are available.","client":"20-20 Services","summary":"Six comprehensive DAS training levels are available from new hire to manager."},{"title":"Home page CPE offer","url":"https://www.cpa.com/","metric":"1 free CPE credit for AICPA members.","summary":"1 free CPE credit is available for AICPA members."}],"industries":[{"slug":"accounting","label":"Accounting","hubUrl":"https://haycion.com/advisors/industry/accounting"},{"slug":"professional-services","label":"Professional Services","hubUrl":"https://haycion.com/advisors/industry/professional-services"},{"slug":"financial-services","label":"Financial Services","hubUrl":"https://haycion.com/advisors/industry/financial-services"}],"notableClients":["Baker Tilly","Bartlett, Pringle & Wolf (BPW)","Consero","Windes"],"certifications":[],"faq":[]}