The AI- and Tech-First Growth Community
The growth community
for CPA firms.
Grow your firm. Modernize the work. Compete on outcomes. CPA 360 is built by operators for the people running CPA firms — through hands-on advisory, an AI-first platform, peer Growth Councils, and a marketplace of operating partners.
The Problem
The firms growing fastest aren't the ones with the best software.
They’re the ones running a smarter operating model — and they didn’t build it alone.
Most CPA firms are stuck in a familiar trap: technology investments that don’t pay back, services that don’t scale quickly, and a peer network that leads to more questions than answers. Growth stalls. Margin compresses. The talent pipeline thins. Figuring it out alone is slow, expensive, and lonely.
CPA 360 was built by operators who lived this problem. We exist so that no firm has to figure out the next ten years alone — and so that growth becomes the rule, not the exception.
How It Works
One community. Three ways
we drive your growth.
Everything we do compounds. The community sharpens how you use the platform. The platform creates the data the advisory team works from. Together, they form an operating model — not a stack of vendors.
Community
Peer Growth Councils
Eight Growth Councils, an annual flagship summit, role-based cohorts, and the kind of unfiltered conversations you can’t have at industry conferences.
AI- and Tech-First Platform
PracticeERP
The AI-native system of record for the modern firm — a unified platform for practice management, client billing, document handling, workflow, and reporting.
Growth Services
Advisory & Marketplace
A CPA 360 advisor sits down with your firm and builds a practical plan you can execute. Plus a curated marketplace of affiliates already serving CPA firms.
Who It's For
Built for CPA firms that want to grow on purpose.
CPA 360 is designed for managing partners and practice leaders at CPA firms that have outgrown their tools, their processes, and the isolation of going it alone.
- They want to grow.Revenue, headcount, service-line expansion, advisory share — they're playing offense, not defense.
- They're AI- and tech-curious. They're putting capital and attention into the next version of their firm, and they want a community pushing them forward.
- They want operators, not vendors. They're done with consultants who've never run a practice and software companies that don't understand the work.
Growth Councils
Eight Growth Councils.
One operating rhythm.
The CPA 360 Community is organized around eight Growth Councils — focused peer groups built around how CPA firms actually run. Members join the Councils most relevant to their seat in the firm.
By Role
Managing Partners
By Role
Operating Leaders
By Role
Financial Leaders
By Role
Tax
By Role
Client Accounting Services
By Role
Audit & Assurance
By Role
Human Resources & Talent
By Role
Marketing & Growth
Advisory
A CPA 360 advisor sits down with your firm — and gets to work.
Community and software get you part of the way. Real growth needs someone in the room with you. Our advisors are operators. They’ve run firms, built service lines, deployed AI in production.
- Growth audit Where is your firm leaving revenue on the table.
- Operating model review Tech stack, AI readiness, workflow, capacity.
- Service-line strategy What to invest in, what to outsource, what to retire.
- 12-month execution roadmap A practical, sequenced plan with owners and milestones.
Marketplace
A marketplace of affiliate businesses — already serving CPA firms and their clients.
These aren’t software vendors we cut a discount deal with — they’re real businesses, run by operators, already serving CPA firms and their clients today.
CRM & ERP Software
goVirtualOffice
Helps businesses select and implement the right CRM, ERP, or accounting solution.
Marketing
Brand House Marketing
A collaborative team of marketing advisors who act as an extension of your firm — brand, visibility, demand, and growth.
Human Resources
Workforce Solutions
HR done right — recruiting, retention, compliance, and consulting. The HR backbone for firms and their clients.
Payroll
Payroll Solutions
Full payroll processing — after-the-fact, time & attendance, onboarding, scheduling.
Property Management
REMS
Residential and commercial property management built for owners who want returns without the day-to-day.
Business Brokerage
Savvy Business Brokers
Sell your business with experienced brokers who guide the complex process end to end.
Retirement & Financial Planning
MBE Wealth
Fiduciary financial planning that puts your clients’ interests first — comprehensive, personalized, advisory-grade.
Ready to grow your firm — on purpose?
Join the AI- and tech-first growth community for CPA firms.