The CPA Exchange is a Knowledge Center for the public accounting profession, and is the premier source in the U.S. for private companies like yours seeking a “new or different” CPA Firm. We help companies throughout the U.S. identify and transition to “the right” CPA Firms.
We handle a very diverse group of private companies, and have presented our participating CPA Firms professional services opportunities for private companies ranging from start-ups to $500 million in annual revenues, encompassing all industries. At any given time, about 40% of all private companies are in the market to change their CPA Firm provider. There are a plethora of reasons for this, please visit Referred CPA & Audit Firm Services for more information.
The CPA Exchange has a unique ability to identify those CPA Firms with the industry and professional expertise to best handle your specific engagements.
There are never any fees for our services in this regard. We are compensated by CPA Firms handling your engagements, and they have contracted with us specifically to present them with Private Company CPA Service opportunities.
Please call Paul Weinberg, CPA, toll free at 866.272.2250 to review your specific CPA Firm requirements, or please fill out the Contact Form on this page and we will contact you shortly thereafter.
Our Process & Your Confidentiality
Once we understand your specific requirements, we determine which CPA Firms are most qualified to handle your engagement, and we consider factors such as culture and location, as well. We then reach out to the CPA Firms we think are best qualified to handle your engagement, and gauge their interest. We present your opportunity in generic terms, with no name disclosure, until they have agreed to speak with you. If the CPA Firm is interested, we then simultaneously introduce all of the parties involved via email. The CPA Exchange
will stay active in the process as long as requested by the parties involved.
The CPA Exchange has strategic relationships with Partners at the Top 100 & local CPA Firms throughout the U.S. for your consideration. There are never any fees for our services in this regard, and we will handle your RFP Process at your request, at no charge. We are compensated by CPA Firms handling your engagements, and they have contracted with us specifically to present them with Private Company CPA Service opportunities.
Please complete our short Private Company CPA Firm Evaluation Form and Email or Fax back to us. We will contact you shortly thereafter.
