The community is
the growth engine.
Everything else — the platform, the advisory team, the marketplace, the resources — gets sharper because of the conversations our members are having with each other. This is where that happens.
Eight Growth Councils. One operating rhythm.
Each Growth Council is a focused peer group built around how CPA firms actually run — by role, by service line, or by function. Members join the Councils most relevant to their seat in the firm. AI and tech are embedded in every Council session — not as a separate track, but as a working block inside every agenda.
Managing Partners, Operating Leaders, Financial Leaders — three Councils for the people accountable for how the firm runs, grows, and performs financially.
Tax, Client Accounting Services, Audit & Assurance — three Councils for the practice leaders building, scaling, and modernizing the core service lines.
Human Resources & Talent, Marketing & Growth — two Councils for the functional leaders solving the firm’s hardest operating problems.
Find your Council.
Click any Council to see who it’s for, what members are focused on, and what the AI & tech working block covers in each session.
CEOs, MPs, and equity partners running the firm — strategy, succession, M&A.
COOs and firm administrators — delivery, capacity, workflow, and execution.
CFOs and finance directors — profitability, partner economics, and capital.
Tax partners and directors — capacity, automation, and advisory expansion.
CAS leaders scaling outsourced accounting and fractional CFO offerings.
Audit partners modernizing attest work — risk, tooling, talent, and standards.
HR leaders and talent partners — recruiting, retention, culture, compensation.
CMOs and marketing leaders — brand, demand, pipeline, and client experience.
What being in the community actually looks like.
Membership in CPA 360 isn’t a logo on a partner page or a discount code at a conference. It’s a structured operating rhythm that pulls your firm into a network of peers and resources every month.
Membership is more than two Council sessions a year.
Two working sessions a year is the anchor. Everything else is what makes it compound.
Benchmark snapshots, member spotlights, and what we’re seeing across the network. Written by operators, not marketers. Short enough to read, specific enough to use.
Every member gets access to advisory time — to evaluate your firm’s offerings, stack, and growth levers, and build a practical 12-month plan with owners and milestones.
Payroll, wealth, HR, marketing, brokerage, property management, CRM/ERP — affiliate businesses already serving CPA firms and their clients, available directly to members.
The AI-native system of record for the modern firm. The community pushes every member firm forward on AI and modern operating tech regardless of which platform you run.
The annual summit where the full community converges. Three days, eight Council tracks, plenary sessions, firm-of-firms benchmarking, and the conversations you can’t have anywhere else.
Two ways into
the CPA 360 Community.
Membership runs through PracticeERP or through one of our affiliate businesses. There is no standalone subscription — the community is the wrapper around everything we build together.
If your firm is running PracticeERP, community access is included. If you’re coming in through one of our marketplace partners — or you’re a firm that wants advisory-first access — reach out and we’ll route you into the right Councils based on your firm size, service lines, and the roles that should be represented.
Find your Council. Find your peers.
Pick the Council most relevant to your seat in the firm and see what members are focused on right now.