The Capstone Alliance is:
- A group of smaller CPA firms that meets four times per year for education and networking.
- Sponsored by BPK&Z, a medium-sized Golden Valley, Minnesota firm with extensive expertise and a strong commitment to education.
- A very inexpensive way to keep you and your staff up to date on the latest changes and opportunities for your clients.
- A back-up for your tax and accounting practices so that you have experts at your fingertips.
- A safe place to refer your clients for services you do not offer because there is no risk of losing them.
- A great employee benefit as your staff will have access to resources that only large firms can afford.
Members receive:
- A non-compete agreement so that we will never take your clients even if we work directly with them.
- Very low or no cost access to our extensive training programs on tax and A&A updates, computer programs like Microsoft Office, professional skills and leadership training, marketing skills, and other training programs.
- Access to our tax experts (two MBTs) with extensive libraries including RIA and BNA. Your most complicated questions can be quickly answered!
- Accounting and auditing expertise and research libraries.
- Business valuation experts.
- Discussion with other group members about how a variety of problems have been tackled.
- Free meetings and networking events.
- Staff access to training programs.
Cost of membership:
The Capstone Alliance costs only $250 annually to join. This investment covers:
- Cost-only (about $90) attendance at our day-long annual CPE sessions on tax and A&A.
- Cost-only attendance at a year-long schedule of training programs for you and your staff.
- Four breakfast meetings per year to network with your peers and develop insight on topics in the profession.
