# CPA.com

Helps CPA firms scale advisory, audit and tax services through technology, training and partner programs.

They help firms adopt practice and audit technology and build staff capability, offering six comprehensive DAS training levels from new hire to manager.

> Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm

Updated 2026-10-15

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.

All sources checked 15 Oct 2026.

- Firm type: Advisory firm
- Website: https://www.cpa.com
- Contact: https://haycion.com/advisors/cpa-com/contact (send CPA.com a request through Haycion)
- AI agent profile: https://nowen.ai/agents/cpa-com
- Front door on Boon: https://boon.ai/agents/cpa-com (Apply to CPA.com's partner program through Boon)
- Based in: New York, NY, United States
- Engagement models: Project, Workshop or training, Coaching
- Founded: 2001
- Works in: United States, Global
- Ideal client stage: Bootstrapped, Established business, Enterprise
- Ideal client size: 11 to 50 people, 51 to 200 people, 201 to 1,000 people

## Specialisms

- Digital transformation
- AI adoption
- Technology and data
- Operations and scaling
- People and talent

## Services

- CAS practice transformation: Client reimagines CAS models and implements a firm-wide CAS strategy, as executed with Baker Tilly.
- Audit transformation & DAS implementation: Client modernizes audit workflows and adopts digital audit processes to improve audit delivery.
- Audit technology implementation & change management: Client deploys audit technology and manages staff adoption through structured change management.
- Tax transformation & AI-enabled research integration: Client integrates AI into tax research workflows to accelerate high-quality tax work, as demonstrated with Bartlett, Pringle & Wolf.
- Training, certification and upskilling programs: Client enrolls staff in training and certification programs to build advisory and technical capabilities.
- Implementation consulting & operational optimization: Client receives hands-on implementation consulting to optimize operations and firm processes.
- Partner program enablement and tech-stack integration: Client launches partner programs and aligns partner technology stacks for joint service execution.
- Practice management and strategic advisory: Client engages in practice management and strategic advisory to scale advisory offerings and firm performance.

## Proof points

- Forvis Mazars: How Sage Intacct helped Forvis Mazars cut AP entry in half (AP automation with bill ingestion cut AP entry roughly in half.) <https://www.cpa.com/case-studies/how-sage-intacct-helped-forvis-mazars-cut-ap-entry-half>
- Baker Tilly: Accelerating the path to Business Insights Advisory (Baker Tilly) (Accelerated the path to Business Insights Advisory for Baker Tilly.) <https://www.cpa.com/case-studies/accelerating-path-business-insights-advisory>
- 20-20 Services: DAS training levels with 20-20 Services (Six comprehensive DAS training levels are available from new hire to manager.) <https://www.cpa.com/das>
- Home page CPE offer (1 free CPE credit is available for AICPA members.) <https://www.cpa.com/>

## Industries served

- Accounting
- Professional Services
- Financial Services

## Notable clients

- Baker Tilly
- Bartlett, Pringle & Wolf (BPW)
- Consero
- Windes

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Canonical: https://haycion.com/advisors/cpa-com
Source: Haycion Advisor Network, https://haycion.com/advisors
Listing extracted: 2026-10-15