Laying the foundation for Knowledge Sharing
Firm Foundation provides a unique opportunity to CPA firms with 10 to 30 employees to interact with similar firms from coast-to-coast to share best practices, industry knowledge and thought leadership.
Network opportunities
Our member community includes firms like yours who share similar challenges, issues, achievements and goals. Firm Foundation offers a unique opportunity for these firms to connect and network to leverage ideas and experiences, and learn from both peer group and Firm Foundation experts.
Annual conference
Our annual conference for partners and managers provides a broad spectrum of learning opportunities ranging from technical CPE, soft skills training and best practice sharing, including insight and useful tools on a wide array of practice management topics affecting CPA firms today. Conference speakers include industry as well as Firm Foundation experts.
Partner summit
Firm Foundation’s annual managing partner meeting provides our clients with an opportunity to engage in discussions on key practice management and industry issues, challenges and best practices. Managing partners get an opportunity to focus on practice management and a deeper look inside Firm Foundation, including new and existing resources, tools and expertise available to continually propel you toward your goals.
Referral opportunities
Often, Firm Foundation will receive referral requests. We are able to facilitate requests for service based on practice specialty or geographical expertise, helping our members to achieve their growth goals.
Policies and procedures
Firm Foundation can provide a recommended framework for standard policies and procedures that every CPA needs to have documented within their practice, focusing on tax, audit, HR, administration, technology and more.
Members-only portal
Our sophisticated online member portal provides convenient access to tools and best practices for each focus area. The portal provides discussion boards and allows for the creation of distinct user groups to facilitate interaction with other members on topics important to you.
The portal includes:
- Global document library, including tool kits and best practices documentation provided by Firm Foundation
- Key announcements
- Calendar of events
- Personalized firm home page
- Member directory
Your firm’s personalized home page includes:
- Firm announcements
- Personalized accountant’s toolbox
- Staff status board
- Links to commonly visited accounting Web sites
- Google search tool
Regular communication encourages dialogue
Firm Foundation facilitates the sharing of best practices among members through a number of venues:
| Annual conference |
Discussion boards |
| Managing partner meetings |
Member profiles and specialties |
| Monthly newsletter |
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Our monthly Web seminars provide an opportuntity to interact with our members on a regular basis and facilitate discussions around their most pressing challenges and needs. Firm Foundation draws on the expertise of its experienced industry professionals and strategic partners to ensure our members always have access to adept and capable resources, advice and recommendations.
Firm Foundation newsletter
Our member newsletter keeps you up-to-date on Firm Foundation developments and the innovative tools and resources available to you. The newsletter keeps members informed of the most current events and happenings within Firm Foundation and our industry.