CAMICO is the nation’s largest CPA-owned and directed program of Professional Liability Insurance and risk management for the accounting profession. CAMICO understands that insurance alone is not a solution for reducing risks – policyholders have no-cost unlimited access to high-quality risk management services, expertise, resources, and tools – all custom-designed for CPAs. Benefits include subpoena and consultation services, assistance with claims and potential claims, access to in-house experts, 100+ sample letter templates, risk management guidance and more.

CAMICO offers insurance coverages to help protect your business. The team at CAMICO can help you select the right coverage options to meet the needs of your firm. In addition to Professional Liability Insurance, CAMICO offers other insurance solutions such as:

• Employment Practices Liability (EPL) Insurance: CAMICO’s EPL insurance provides CPA firms with comprehensive defense and indemnity coverage for full-time, part-time, and contract workers.

• Workers’ Compensation: A properly managed workers’ compensation program provides benefits to employees who are injured during the course of or due to employment, and it insures that your bottom line is not adversely affected.

• Business Office Package: Combines General Liability and Business Property coverage into one convenient policy.

For a coverage quote, or to speak with a CAMICO representative, call (800) 652-1772. For more information visit www.camico.com.

CalCPA Health is the health benefits program built by and for California's accounting profession. Established by CalCPA in 1959, it provides employee health benefits exclusively to CalCPA member firms — from solo practitioners to the largest firms in the state. CalCPA Health is a member-governed Multiple Employer Welfare Arrangement, which means plans are shaped by the CPAs who use them rather than by a commercial carrier's priorities. Members get access to more than 40 plans and network options, leveraging the largest network of doctors, specialists, hospitals, dentists and eye care providers available in California — including one of the widest HSA selections offered by any California carrier.

CalCPA Health helps you build a benefits package that fits your firm and your people. In addition to medical coverage, CalCPA Health offers:

• Medical: PPO, Select PPO, EPO, HSA and HMO plans through Anthem Blue Cross, with worldwide emergency coverage and LiveHealth Online for 24/7 virtual medical, dermatology, therapy, psychology and psychiatry visits.

• Dental: Delta Dental PPO plans with access to the nation's largest dental PPO network.

• Vision: VSP plans offering quality eye care, eyewear and low out-of-pocket costs.

• Life and Disability: Group life insurance and long-term disability through Lincoln Financial Group (minimum two employees).

To compare plans or speak with a CalCPA Health representative, call (877) 480-7923, Monday–Friday, 8 a.m.–5 p.m. PT. For more information, visit calcpahealth.com.

For more than 20 years, Pearl Insurance has specialized in helping accounting professionals protect their businesses with insurance solutions tailored to their unique needs. As a full-service insurance brokerage, we offer comprehensive business insurance packages. CalCPA members also benefit from no-cost policy enhancements, automatic premium discounts, and stacking deductible waivers that can provide up to $30,000 in deductible savings through qualifying claim resolutions. With sales, underwriting, and retention all under one roof, our integrated team delivers responsive service and efficient turnaround times. We're proud to maintain a client renewal rate of more than 90%* and are committed to helping accounting professionals protect what they've worked so hard to build. Contact us at (309) 679-0530 or visit pearlinsurance.com/CalCPA to learn more or request a quote.

*Based on 2020 client retention rates.

As a benefit of our professional accounting relationship, you have complimentary access to specialized resources and tools developed to keep you informed and enhance your advisory service. Visit and bookmark this page to access an overview video, tools and tax forms, an accountant-specific dashboard for managing mutual clients, educational resources on current topics, program offers, retirement benefits and more.

Paychex is proud to be the preferred provider of payroll, retirement and HR services for the California Society of CPAs members. Email: calcpa@paychex.com

Get paid faster with 8am CPACharge, the payment solution trusted by 24,500+ accounting professionals. Streamline invoicing, simplify payment requests, and give clients a secure way to pay—so you can focus on your work, not chasing payments. Customize how your firm accepts payments while ensuring every transaction is protected with bank-grade security and PCI compliance. With an easy-to-use platform, CPACharge helps improve cash flow, reduce administrative work, and keep your business running smoothly. Sign up now to have your monthly program fee waived for the first three months. For more information, visit cpacharge.com/calcpa.

Assurent Advisors Firm Runners and Practice Leaders – shift into high gear with Assurent Advisors’ Global Outsource solutions.

Shifting gears with Assurent means leveraging more effectively, allowing you to accomplish more with less of your blood, sweat, and tears. Assurent Advisors' international team has trained experts in Business Valuation, Forensic Accounting, US Tax Preparation, and US GAAP Accounting.

Assurent Advisors augments your existing team, providing additional support without the administrative headaches.

All CalCPA Members will receive:

• Free Consultation – Assurent commits to helping you progress in your practice and discussing how global outsourcing might be a fit for you.

• No Risk Onboarding – Assurent covers the costs of analyzing your processes and workflows, removing ramp-up costs.

• Get it Right Guarantee – Assurent continues to work until everything is correct; you never get charged for fixing errors.

• Discount – When Assurent becomes your outsourced partner, you receive a 20% discount for six months.

Imagine yourself during your busiest season, able to focus on high-value tasks while your team operates at full capacity–without burning out!

Reach out for your free consultation at: www.assurentadvisors.com.

The California Chamber of Commerce is dedicated to advocating for pro-business policies and providing services to help its members grow and succeed in the California economy. CalCPA members get 20% off purchases from the CalChamber online store which sells HR compliance products and training. Save on products like HR compliance posters, employee training, and more when you use code CPA20 at checkout. Here’s how to get your discount:

• Visit the CalChamber products page on the CalChamber Store.

• Add selected compliance products to your cart

• When you’re ready to complete your purchase, enter code HCC at checkout

Accountests helps accounting firms hire smarter and faster by providing role-specific skills and aptitude assessments for accounting, tax, audit, and bookkeeping professionals. Their platform delivers clear, objective insights so employers can confidently identify top talent and reduce the risk of bad hires.

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Ramp is a financial operations platform that saves businesses both time and money. With Ramp, companies make payments, issue cards, manage vendors and procurement workflows, book travel, and automate bookkeeping all on one platform. Our automation speeds up month-end close by 8x and helps add 5% back to their bottom line—creating real value for your clients and enhancing your advisory capabilities. Ramp has saved $1 billion and 15 million hours for over 25,000 companies. Join over the 1,000 accounting firms already partnering with Ramp to support their clients. For more information, visit ramp.com/calcpa