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CPA Partner Alliance

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Communication

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Satisfaction

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Respect

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Teamwork

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Trust

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Integrity

 

The CPA Partner Alliance is designed to seamlessly enhance the respected relationship you have with your clients. Your ongoing Accounting Services will be teamed up with our Information Technology Support Solutions, building a stronger, long lasting bond between you, our firm and your client. The flexibility of the CPA Partner Alliance enables us to work together on each unique situation and compensate CPAs for their involvement. You will have the opportunity to earn revenue for the support we provide*. And, according to your wishes, you can remain updated and involved in their growth.

  • 10% discount off software (excluding maintenance plans).

  • Open participation in establishing standards for set up and reporting for new systems to ensure you get client information in the format you need. Once set, we'll use those standards when we implement a system for any of your other clients.

  • Open invitation for partner members to sit in on specific module training at clients' site (with client approval).

  • Complimentary personalized seminars focused on the benefits and features of an integrated accounting and business management system for groups of clients of coesolutions partnered CPA firms.

                                                              —Charles C. Coe Jr. CPA, MCSE

Contact us to learn more about the benefits of the program.

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