Small Firm Navigator

Empowering Small & Emerging Accounting Firms
The CalCPA Small Firm Navigator is an interactive resource designed to help small and emerging accounting firms successfully launch, manage, and grow their practices. Developed in collaboration with industry experts and solution providers, the Navigator serves as a practical handbook and online hub—featuring actionable insights, educational content, vendor solutions, and opportunities to connect through events and discussions.
Navigator Highlights
Curated articles, checklists, and templates
Instructional videos and “How-To” guides
Links to educational content, office hours, and in-person roundtables
Opportunities for peer discussion and networking
Each section concludes with up to five featured providers—one Section Sponsor, two Supporting Sponsors and two Community Sponsors.
Small Firm Navigator Sections:
Succession Planning
Artificial Intelligence
Marketing & Business Development
Outsourcing
Staffing & HR
Practice Management & Technology
Section Sponsor
Investment:
-
$9,000 (One per section)
Benefits:
-
Logo and link placement at top of section
-
5-minute informational or “How-To” video produced by CalCPA
-
Co-host one Office Hour session (with registration list)
-
Monthly lead list of section visitors
-
Unlimited content submission
Content Sponsor
Investment:
-
$1,500
Benefits:
-
Logo placement and backlinks on supplied content
Contact us
Email advertising@calcpa.org or fill out the form below to explore your advertising options with CalCPA.
Terms
All advertising is subject to approval by the staff of the California Society of CPAs. The publisher reserves the right to decline any advertisement considered unethical or unsuitable, regardless of contract. If time permits, the advertiser will be allowed to submit acceptable material as a substitute.



