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.

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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KBKG, a national tax specialty firm that provides a wide range of tax solutions to CPAs and businesses, is pleased to announce its partnership with CalCPA. This partnership will enable CalCPA members to access KBKG's expertise in cost segregation, research and development tax credits, green energy tax incentives, and other tax-related services.

One of KBKG's key offerings is the Residential Cost Segregator, an online software program that allows CPAs to generate custom reports in just minutes, providing tax benefits to clients without hiring a specialist. The software is available for residential rental properties up to 6 units with a depreciable tax basis of $600,000 or less (purchase price less land).

As an exclusive offer for CalCPA members, KBKG is offering a 10% discount on each purchase of a Residential Cost Segregator report using the promo code "CALCPA2025" at checkout. This discount is available to CalCPA members who are interested in using the tool to improve their clients' tax savings or their own.

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Built by accountants for accountants, Mango provides your firm with easy-to-use software to manage and scale your firm. From project management and time & billing to secure file-sharing, document management, and robust reporting, Mango has everything you need to streamline your workflows and create profitability at your firm. Start your free 10-day trial at mangopractice.com.

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

Renew Group is a community designed for accounting firm owners seeking to elevate their businesses. Curated by industry veterans, Renew provides a proven methodology to help firms work less, profit more, and build sustainable business models. Through model firm benchmarking analysis, one-on-one guidance, dynamic collaboration, and business model blueprints, Renew offers the tools and expertise needed to create a thriving, sustainable firm.

Exclusive Offer:

We’re excited to announce a special opportunity for Cal CPA members to elevate your firm’s business model with our exclusive 40-Hour Firm Bite Sized Assessment, brought to you in partnership with Renew Group. In under 10 minutes, you’ll uncover the key changes and gain key insights needed to achieve a more sustainable business model.

In today's rapidly evolving accounting landscape, firms are increasingly challenged to balance profitability with sustainable work hours. The demands of tax season, combined with an ever-growing demand for advisory services, often lead to excessive workloads and diminished work-life balance.  The 40-Hour Firm Bite Sized Assessment will help you identify where your firm stands now and give you clear, actionable steps to transition towards a more effective client service model, where everyone in your firm (including partners) can work 40 hours a week year-round.

As a CalCPA member, here’s what you’ll receive:

• A simple infographic outlining the current state of your firm

• Benchmark data comparing your actuals to ideal targets for building a 40-hour firm

• A clear, actionable plan to help your firm become more efficient, more profitable, and less reliant on overworking during tax season

Optional one-on-one guidance with the experts at Renew to ensure you’re on the right path

By understanding and addressing these critical aspects, your firm can transition towards a more effective, client-focused business model, ensuring long-term success and a healthier work environment for all owners and team members. 

Ready to elevate your business model?

Don’t miss out on this exclusive member benefit 40 Hour Firm to take the assessment. Again, it takes under 10 minutes to complete. Start the journey to elevate your firm.

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