Business Details
Your Trusted Partner for Accounting Leadership Solutions
The CPA Consultants Alliance (CPACA) is a collaborative network of industry thought leaders dedicated to advancing leadership within the CPA profession. Founded on principles of shared expertise and innovation, we develop practical solutions to address leadership challenges faced by CPA firms. Our members, comprising seasoned professionals and consultants, work collectively to create tools and resources that enhance firm performance and client value. Through speaking engagements, workshops, and thought leadership content, we empower CPAs to transition from technical advisors to strategic consultants. Our commitment to continuous improvement drives our efforts to modernize firm operations, integrate emerging technologies, and foster inclusive leadership practices.With decades of combined experience across public accounting and consulting, we provide actionable insights on marketing, talent development, and technology adoption. Our collaborative approach ensures members stay ahead of industry trends while maintaining integrity and transparency in all client interactions. By focusing on behavioral change and mindset development, we help firms build sustainable growth strategies and cultivate next-generation leaders. Our work extends beyond individual firms to positively impact the broader accounting profession through knowledge sharing and community engagement.
Services
Leadership Development
Consulting Services
Speaking Engagements
Workshops & Seminars
Collaborative Solutions
Technology Integration
Talent Development
Marketing Strategy
Change Management
Succession Planning
Highlights and features
- We offer decades of combined experience in CPA firm leadership and consulting
- Our collaborative approach develops practical, implementable solutions for firms
- We specialize in transitioning technical advisors to strategic consultants
- Our members include top-ranked industry thought leaders and speakers
- We focus on behavioral change and mindset development for sustainable growth
Services
Leadership Development
Our leadership development programs focus on transforming technical accounting professionals into strategic consultants. We provide frameworks for effective decision-making, team management, and client advisory services. Our approach combines behavioral science with practical tools to cultivate inclusive leadership and drive organizational change.
Consulting Services
We offer tailored consulting solutions addressing CPA firm challenges in talent development, technology adoption, and business transformation. Our consultants deliver actionable strategies for growth, operational efficiency, and client service innovation. Our expertise spans marketing, succession planning, and digital transformation initiatives.
Speaking Engagements
Our members provide expert speaking services on accounting leadership topics at conferences and firm events. We deliver presentations on AI integration, change management, and next-generation leadership. Each engagement combines industry insights with practical implementation strategies for immediate application.
Workshops & Seminars
Interactive workshops cover critical accounting industry topics including technology adoption, client relationship management, and firm modernization. Our seminars provide hands-on learning experiences with actionable takeaways. Sessions are designed for both individual and team development across all career stages.
Technology Integration
We help accounting firms implement technology stacks for advisory services and operational efficiency. Our experts guide AI adoption, cloud migration, and automation strategies. We focus on creating tech-enabled environments that enhance client value and streamline firm operations.
People
Ellen Choi
Founder & CEO
Ellen Choi is a Stanford and Harvard alumna with extensive experience in AI consulting for CPA firms. As founder of Edgefield Group, she specializes in firm modernization and technology adoption strategies.
Sarah Elliott
Co-founder & Principal
Sarah Elliott is a CPA and certified coach who helps accounting professionals overcome leadership challenges. She focuses on behavioral change and mindset development to improve firm performance and client relationships.
Sandra Wiley
President
Sandra Wiley is a recognized expert in accounting firm management and talent development. With over two decades of consulting experience, she specializes in succession planning and business transformation strategies for CPA firms.
Roman Kepczyk
CPA Consultant
Roman Kepczyk is a leading authority on accounting technology and workflow optimization. He provides expert guidance on IT integration, paperless operations, and lean process improvement for CPA firms.
Angie Grissom
President
Angie Grissom specializes in growth strategies and leadership development for professional services firms. She has helped numerous accounting firms implement culture change initiatives and client service improvement programs.
Questions
What is the CPA Consultants Alliance's primary focus?
We focus on developing leadership solutions and strategic resources for CPA firms through collaboration between industry experts and consultants.
How can CPA firms benefit from your services?
Our members provide practical tools, training programs, and consulting services to help firms improve leadership, adopt new technologies, and enhance client advisory capabilities.
Do you offer speaking engagements for accounting conferences?
Yes, our members regularly speak at industry events on topics including firm modernization, AI integration, and leadership development strategies.
What types of training programs do you provide?
We offer workshops on technology adoption, change management, marketing strategies, and next-generation leadership development tailored to accounting professionals.
How can I access your resources?
Register on our website to receive updates about new resources, upcoming speaking engagements, and member firm collaborations.
