Small Firm Tool Kit Sponsorships

Empowering Small & Emerging Accounting Firms

The CalCPA Small Firm Tool Kit is an interactive resource designed to help small and emerging accounting firms launch, manage, and grow their practices successfully. Developed with collaboration from industry experts and solution providers, the Tool Kit serves as a practical handbook and online hub—featuring actionable insights, educational content, vendor solutions, and opportunities to connect through events and discussions.

Toolkit 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 Toolkit Sections:

Starting Your Practice
Client Acquisition & Retention
Technology Stack & Automation
AI for Small Firms
Staffing & Outsourcing
HR Options
Tax Practices
Assurance & Audit Practice
Compliance & Advisory Services
Financial Management for Small Firms
Leadership & Growth Planning

Section Sponsor

Investment:

$9,000 (One per section)

Benefits:

5-minute “How-To” video or co-authored case study with CalCPA
Co-host one Office Hour session (with registration list)
Monthly lead list of section downloads
All Supporting Sponsor benefits

Supporting Sponsor

Investment:

$4,000 (2 per section)

Benefits:

Logo placement and backlinks
Inclusion in promotional materials
1–3-minute CalCPA-produced video or downloadable checklist/template

Community Sponsor

Investment:

$1,000 (2 per section)

Benefits:

Recognition as a community partner within the section

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.