Business Development Alliance Opportunities
-
Accountests was created to help accounting firms and employers accurately assess the technical skills of accounting and bookkeeping candidates. After seeing the high cost of hiring staff whose real abilities didn’t match their resumes, Accountests developed validated, easy-to-use testing tools that provide clear, reliable results. Each assessment is designed in partnership with experienced accounting professionals to support better, faster hiring decisions.
-
Here’s an example of what Accountest did with BDO Alliance:
They formed an ‘emerging leaders’ group for member firms – each firm could send one person who is on track to partnership.
BDOA have various in-person and on-line events to help this group in their career and personal growth.
As part of this, they provided each attendee, at no charge, one of their Pathway to Partnership profiles.
Accountests did a group feedback session for attendees and their coach (if they wanted to attend).
They provided one-on-one feedback to help individuals and their coaches shape personalized development plans (available for an additional fee).
Accountests has worked with California, Florida, Nevada, Hawaii, Washington providing content and webinars.
Check out educational webinars here (most are also on Earmark), and they have the Hire Fast With Confidence Guide, which will work great as part of a smaller firm offering.
The start point for Accountests was skills testing – you can see all the tests at www.accountests.com – and these are the biggest sellers with firms.
-
Giles Peterson, Co-Founder, giles@accountests.com
-
ExamPrep.ai places learning needs first. Everyone approaches learning differently and master's new concepts at their own pace. ExamPrep.ai personalized quizzes, study guides, and recommended strategies for fastest results. Studying becomes curated to your strengths and weaknesses. Practice will be adaptive to your progress.
-
A Review Discount – 20% off all CPA Review packages to members
Quarterly Drawings for Scholarships
Webinars and Other Resources
References:
OSCPA (Oregon), INCPAS, MassCPAs, TSCPA, VSCPA, MACPA, WSCPA -
Nick Palazzolo, CPA, nspalazzolo@gmail.com
-
MMBA Blockchain Academy (MMBA) is interested in helping CPA Associations' members, educators, and students to increase expertise and provide increased member value. Blockchain technology is becoming increasingly important in accounting and finance due to its ability to improve transparency, security, and efficiency in financial transactions and data management.
MM Blockchain’s core client base is Higher Education institutions. MMBA would like to partner to introduce CPA State Societies to new universities as well as help strengthen and deepen the relationships with existing schools.
MMBA has created two accredited certifications, the Certified Blockchain Accounting Professional (CBAPTM) and the Certified Blockchain Finance Professional (CBFPTM) certifications, through Foundational Technologies Institute (FTI). These certifications, which were created with our partners at Wiley and the Accounting Blockchain Coalition, are a key differentiator for CPA State Society members.
-
MMBA can help increase your footprint with Universities and Community Colleges within your state by introducing you to new schools and faculty members, as well as deepening your relationships with existing institutions.
MMBA can offer the Certified Blockchain Accounting Professional CBAPTM and the Certified Blockchain Finance Professional CBFPTM Certifications on the State Society website.
MMBA would work with each CPA State Society on the outlined value propositions and related revenue share partnerships.
References:
OSCPA (Oregon), KYCPA -
Larry Liermann larry@mmba.io
-
The CFO Project helps accountants, CPAs, and bookkeepers build and grow profitable CFO advisory services. Through a structured mentorship program, it provides training, tools, and systems for generating leads, closing clients, and delivering high-value advisory work — helping professionals move beyond compliance services into strategic, recurring revenue roles.
-
Proposal coming soon.
-
For more information on this opportunity, contact Jennifer Rowell jennifer@up10solutions.com
-
Baysora Accounting Partners is a long-term holding company that partners with boutique tax and accounting firms to preserve their legacy and unlock growth. Backed by patient family office capital, we take a different approach from traditional private equity by protecting the independence, culture, and client-first service that make boutique firms exceptional, while providing the resources and expertise to scale.
-
Coming soon - check back for more information.
-
Jennifer Rowell jennifer@up10solutions.com
-
Gartner Digital Markets, a network of B2B technology review platforms operated by Gartner, designed to help businesses discover, evaluate, and choose software solutions. It comprises three main sites:
Capterra – A software directory with user reviews, comparisons, and buyer guides.
GetApp – Focuses on helping small businesses find SaaS products through filters, reviews, and feature breakdowns.
Software Advice – Provides personalized software recommendations with support from expert advisors.
Together, these platforms connect software vendors with potential buyers, leveraging verified user reviews and research to facilitate informed purchasing decisions. Gartner Digital Markets plays a key role in lead generation and brand visibility for software companies.
-
Digital marketing in eNewsletter or dedicated emails.
-
For more information on this opportunity, contact Jennifer Rowell jennifer@up10solutions.com
-
Universal CPA Review was founded in 2018 by CPA review instructor Joey Reeve, with a vision to revolutionize how CPA candidates prepare for the CPA exam. Joey identified a significant gap in traditional review courses—they were very text-heavy and light on visual content. His aim was to establish a platform that fused expert guidance with visual learning tools, enhancing comprehension and retention for CPA candidates.
-
10 Universal CPA Exam Reviews (valued at $999 each) for a discounted rate of $300 each totaling $3,000 to give scholarships to students or CPA candidates in exchange for events and/or advertising.
CPA Review Discount – 30% off all CPA Review packages to members
References:
OSCPA (Oklahoma), VSCPA, INCPAs, ASCPA, KYCPA, KSCPA -
Joey Reeves, CPA joey@universalcpareview.com
-
Branded Advisory Services in Exponential Growth – Small business owners are hungry for active guidance to grow their profitability. Now, small businesses can offer proven guidance they want and need without the time, workload, or disruption to their core business. A natural progression to what they already do - no formal educational certification or consulting experience is required.
-
Davenchar Group is offering a revenue share program to CPA State Societies to offer the Profit Maximizer System to their members.
-
For more information on this opportunity, contact Jennifer Rowell jennifer@up10solutions.com
-
MemberDeals provides organizations with a unique opportunity to establish a cost-free member benefits program with exclusive offers to the world’s greatest entertainment and travel brands, including Walt Disney World® Resort, Universal Orlando Resort™, Cirque du Soleil® and SeaWorld® Parks and Entertainment. Join the world’s largest member benefits program!
-
Free program (you will never be billed from us)
Rev-share (2% gross sales)
Link must be behind your firewall (user ID and password)
Largest provider with most offers and deepest discounts (50+ million users)
You have control over what is offered (suppress any vendor or category)
All customer service is in-house (we are the merchant of record)
Flyer: Benefits Flyer.pdf
Demo site: Travel and Entertainment Corporate Benefits Program - MemberDeals
References:
OSCPA (Oregon), INCPAS, CTCPA, OSCPA (Ohio), LCPA, FICPA -
For more information, contact Adam Fractenberg afractenberg@ebgsolutions.com
-
-
TB Academy is offering a revenue share to CPA State Societies to offer their AI programming to members.
Reference:
“What sets our AI learning programs with TB Academy apart is how intentionally they were co-created with the profession. This wasn’t theory; it was real, relevant, and timely. Built for the profession and by the profession, this program sparked more than just skills development, it created a community of forward-looking professionals learning from and with each other, ready to lead in the age of AI.”Rebekah (Brown) Olson, CPA
MACPA Chief Executive Officer -
For more information on this opportunity, please contact Byron Patrick byron@tbacademy.ai