Thank you for your interest in CPAClub!
Tell us a little bit more about you and your firm.
Name
*
First Name
Last Name
Email
*
example@example.com
Firm Name
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you with a CPA Firm or a Law Firm?
*
CPA Firm
Law Firm
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Which solutions would you like to learn more about?
*
Accounting & Assurance
Quality & Risk
Technology & Transformation
Training & Talent
Not sure
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Accounting & Assurance
Our experienced professionals streamline your audit and assurance engagements, helping your firm expand capacity, meet critical deadlines, and deliver with confidence without overextending your team.
Which solutions is your firm looking for?
*
Financial Statements
Workpapers
Audit Readiness
Financial Reporting
Audit & Assurance Consultations
Engagement Quality Control Reviews
Complex Transactions
Accounting Standards
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Quality & Risk Solutions
Our experienced professionals help firms improve compliance, reduce risk, and enhance profitability through the design, implementation, and ongoing monitoring of quality management systems.
Which solutions is your firm looking for?
*
Pre-issuance Programs
Post-issuance Inspections
Quality Management Implementation & Monitoring
Quality Management Policies & Procedures
AICPA Activities & Peer Review Support
PCAOB Activities & Inspection Support
Regulatory Communications & Remediation Support
Guidance Materials & Practice Aids
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Technology & Transformation Solutions
Our experienced professionals provide strategic guidance to help your firm evaluate, optimize, and adopt technology, AI, and automation with confidence.
Which solutions is your firm looking for?
*
Technology Stack Evaluation
Technology Optimization
Automation & Standardization Opportunities
AI Assessments
Technology Implementation
Workflow Automation & Standardization
AI Governance & Policies
Agentic AI Creation & Deployment
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Training & Talent Solutions
Our experienced professionals help firms attract, develop, and retain top talent through access to the PATHS app's daily NASBA-approved CPE, virtual instructor-led group sessions, and personalized career coaching that builds stronger, more confident accounting professionals.
Which solutions is your firm looking for?
*
PATHS App Access
Group Instructor-Led Sessions
Career Coaching
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How many professionals work at your firm?
*
Please Select
1-10
11-25
26-50
51-100
101-250
250+
Briefly describe your firm's needs.
Who is/are your current CPE provider(s)?
*
We handle it in-house
AICPA
Becker
CPA Academy
LumiQ
MasterCPE
Surgent
Other
About how many licenses do you need?
*
Please Select
1-5
6-15
16-50
51-100
100+
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What solutions would you like to learn more about?
Managed accounting
CTAPP Compliance Reviews
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Managed Accounting
Our Managed Accounting solutions provide tailored support fort daily financial operations, reporting, and compliance to keep your firm's financial processes running smoothly.
Which solutions is your firm looking for?
*
Accounting Operations
Accounting Policies
Close Transformation
Financial Planning & Analysis
CTAPP Compliance Review Readiness
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CTAPP Compliance Reviews
CPAClub is authorized by the State Bar of California to perform CTAPP Compliance Reviews for attorneys and law firms.
How many professionals work at your firm?
*
Please Select
1-10
11-25
26-50
51-100
101-250
250+
How many clients had non-IOLTA account balances during the review period?
*
None
1–5
More than 5
How many clients had IOLTA trust account activity during the review period?
*
None
1–5
6–25
More than 25
Who is primarily responsible for maintaining your trust account records?
*
An internal employee or accountant
An external bookkeeper or accountant
Both internal and external personnel
Not sure
How are your trust account records currently maintained?
*
Accounting software with monthly reconciliations
Accounting software without regular reconciliations
Spreadsheets or manual records
Combination of software and manual records
Which of the following fee arrangements did your firm use during the review period?
*
Hourly billing
Flat fee
Contingency fee
Percentage-based fee
Referral fee
Is there any additional information you'd like to share about your CTAPP Compliance Review request?
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Submit your request and a member of our crew will review your information and contact you, if necessary, to gather any additional details needed before preparing your proposal.
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