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Series A | Dead

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About CPA2Biz

CPA2Biz is a subsidiary of the American Institute of Certified Public Accountants (AICPA), and provides marketing and technology services to the AICPA for its wide array of products and services, such as continuing education, conferences and professional literature. CPA2Biz also aims to manage client-focused business solutions programs (e.g. payroll, banking) that enable CPAs to build stronger relationships with their business clients or employers.

Headquarters Location

100 Broadway

New York, New York, 10005,

United States




Latest CPA2Biz News

CPA2Biz to Offer Blueprint for Transforming Firms at Digital CPA Conference

Jun 14, 2012

June 13, 2012 / CPA2Biz, the technology subsidiary of the American Institute of CPAs, is launching a new conference for firms that want to maximize growth with innovative services delivered through the cloud. The Digital CPA Cloud User Conference  will be held Oct. 28-30, 2012, at the Gaylord National Hotel and Convention Center in Washington, DC. The event will offer hands-on training, as well as a discussion of firm technology trends and practice development tools. Featured speakers will include Geoffrey Moore, the technology business strategist and author of “Crossing the Chasm,” noted commentator George F. Will, and executives from CPA2Biz’s strategic business solutions partners. “Cloud and mobile technologies are transforming the way firms and businesses operate today,” said  Erik Asgeirsson , president and CEO of CPA2Biz. “At our user conference, you’ll learn how to harness these tools to create new business opportunities, reinforce client relationships and grow your client accounting services practice.” XCM Solutions, the workflow management firm, is folding its annual users conference into the CPA2Biz event. “XCM is thrilled to be part of Digital CPA, and we think our customers will benefit from its focused, all-in-one approach,” said  Mark Albrecht , CPA, MST, XCM’ Solutions’ founder and CEO. “Workflow is one of the key drivers of building a state-of-the-art firm. At this conference, we will be providing firms with practical knowledge on how to do this.” Many sessions will be led by practitioners with substantial expertise in the tools, resources and training firms need to create new service lines and profit centers. Items on the agenda will include: •           Developing a strategic plan to build or expand a firm’s ability to offer outsourced client accounting and advisory services through the cloud. •           Insight into more than 50 practice development tools, including engagement letter templates, client needs assessment tools tailored to specific industries, and service delivery price calculators. •           Tips for hiring, training and retaining the right staff for a ‘Digital CPA’ practice. “We see the ‘Digital CPA’ conference as a way to engage more deeply with our customers,” said  Rene Lacerte , founder and CEO of “The more comfortable they become with our technology and other cloud technologies, the more successful they’ll be with their clients. Toward that end, we are excited to be offering expert training and a certification program at the conference.”

CPA2Biz Frequently Asked Questions (FAQ)

  • When was CPA2Biz founded?

    CPA2Biz was founded in 2001.

  • Where is CPA2Biz's headquarters?

    CPA2Biz's headquarters is located at 100 Broadway, New York.

  • What is CPA2Biz's latest funding round?

    CPA2Biz's latest funding round is Series A.

  • How much did CPA2Biz raise?

    CPA2Biz raised a total of $21M.

  • Who are the investors of CPA2Biz?

    Investors of CPA2Biz include Mobius Venture Capital.



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